Overlooked Tax Breaks & Deductions for the Self-Employed
Your business’s success is in your hands when you're self-employed, so you need to be knowledgeable about and take advantage of wh [...]
Stopping Identity Theft Especially During Tax Season
The face of identity theft has changed dramatically, evolving with the technology and economic landscape surrounding it. Understan [...]
Retirement Options for the Self-Employed
This past year highlighted small businesses more than any other. The impact from a struggling economy has not gone unnoticed and t [...]
Three Signs You’re on Track for an Early Retirement
The average age most Americans expect to retire is 66, but there are a number of people settling into their golden years early. Pl [...]
The SECURE Act: What It Is and How It Could Affect You
On this episode of the Retire Your Way with ILG Financial Podcast, Dave discusses the 2020 spending bill called the SECURE Act [...]
A Biden Victory – What Does That Mean for Me?
All 50 states and the District of Columbia have now certified their presidential election results, and President-Elect Joe Biden w [...]
Megan Jones joined the ILG Financial team in 2020 as marketing director. Megan and her husband live in Fredericksburg, VA with their German Short Haired Pointer, Gus. Megan is a graduate of Longwood University and holds a degree in communications. Megan is the oldest of Dave Lopez’s three children and not only enjoys working alongside her father, but also with her cousin, Chase, who joined the ILG Financial team in 2020 as an advisor. Megan is also a fully licensed Life, Health, and Annuity agent. When not at work, Megan enjoys sitting on the back porch with family and friends enjoying food and music.
Amy Anderson joined the ILG Financial team in 2023 as the client relations coordinator. Her responsibilities include scheduling of appointments, annual check-up notifications, and annuity and required minimum distribution assistance. She is a graduate of Harding University with a degree in Computer Information Systems. Amy and her husband have two children and she enjoys reading, crocheting, music and spending time with her family.
Terri Center joined the ILG Financial team in 2019 as client services manager. She handles client records, application processing, and gathering information to provide a professional and friendly experience with all of our clients. Terri is a graduate of Oakland University. She is married and has two children. She enjoys hiking, family time, and puzzle challenging video games. She also likes to share her creativity in her canvas paintings and sewing projects.
Jessica Carson joined the ILG Financial team in 2018 as an agent. Jessica and her husband have four children, two dogs, 3 barn cats, 5 chickens, and three parakeets. She indeed loves her children and pets! When not at work, Jessica enjoys playing the piano and cello as well as traveling and spending time outside with her family, hiking, fishing, and boating.
Chase Lopez joined the ILG Financial team in 2020 as an advisor. Chase is a 2016 James Madison University graduate with a degree in management. Chase has been trained under the tutelage of Dave Lopez, who is not only the founder and managing member of ILG Financial, but also is Chase’s uncle and godfather. He also enjoys working alongside his cousin, Megan, who is Dave’s daughter.