ILG FINANCIAL 4-STEP PROCESS

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.

When you choose ILG Financial, you receive comprehensive advice from a team of highly qualified professionals who have successfully managed money through some of the most difficult times in history.

As part of our effort to ensure that we understand our clients’ unique financial needs and can assist them in creating a pathway to reach their goals, we follow a disciplined four-step process:

PHASE I: DISCOVERY

We begin this stage during our initial meeting where we get to know one another.
We focus on what your specific needs are and what you want your investment capital to do for you.

PHASE II: STRATEGY

The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive proposal that outlines the strategy we recommend for long-term success. This proposal is given to you during the second meeting, at which time we review our strategies and explain the rationale behind our recommendations.

PHASE III: IMPLEMENTATION

The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

PHASE IV: MONITORING & ADJUSTING

We monitor our clients’ accounts on a regular basis to ensure they are still performing in a way that meets their intention. At times, this calls for us to modify an existing strategy or develop a new one, and the process starts over again. In this way, we can ensure we are always adapting to your needs and to the demands of global markets.

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MEET OUR FOUNDER

30+ Years Of Experience   |   Licensed Life, Health, and Annuity Agent

DAVE LOPEZ

Dave Lopez
Founder

ethics registered member

Dave Lopez is the founder of ILG LLC Financial. Dave has been working with individuals and businesses in the Northern Virginia area since 1986. Dave specializes in strategies that enable his clients to potentially build a retirement nest egg that they can rely on and can never outlive.

Dave has his Bachelors of Science degree from James Madison University with a major in Mathematics and Computer Science. Dave is an Investment Advisor Representative with AlphaStar Capital Management.

In addition, Dave is a licensed Life, Health, and Annuity Agent. In partnership with Financial Independence Group, Dave has access to an extensive team of experts to assist in building the best plan for each client utilizing the appropriate combination of Market Investments/Life Insurance/Annuity/Long Term Care Insurance/ and Disability Insurance options. Through The Financial Independence Group Dave brings extensive resources and experience allowing them to match the best possible plans to their clients’ needs.

MEET THE TEAM

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Leslie Dunn
Sales Consultant – Annuity Division


Leslie Dunn joined Financial Independence Group in 2006 and today is recognized as one of the most successful Annuity Sales Consultant in the country. In an ever changing industry,…

Leslie is heavily involved in the daily activities of her advisors to help them meet their personal goals. Leslie currently holds her Life and Health license as well as Medicare Supplement and Long Term Care license.

Leslie grew up in Charlotte, NC and graduated from Methodist University in 2005 with a Bachelors of Science in Business and Marketing. When she isn’t working with her advisors, you can find her paddle boarding on Lake Norman or spending time with her family. Leslie is an active mentor with the Big Brothers and Big Sister of Greater Charlotte and has developed a passion for empowering young people in the community.

Financial Services

Alecia Barnette, CLTC
Sales Consultant, – LTC Division


In 1995 Alecia began working for The Insurance Center as Health Marketing Director. When The Insurance Center and FIG merged in 1998, Alecia oversaw the transition and…

brought the health insurance business to a new level for the company. She is now a Long Term Care Marketing Consultant. With over 10 years of experience in the industry, she assists producers by providing the best in Long Term Care.
Financial Services

TJ Whalen
Sales Consultant – Life Division


TJ, originally from Dayton, Ohio, graduated from the University of Dayton in 1995 with a Bachelor of Science in Accounting. He served 6 years in the U.S. Army in Germany, Bosnia, Georgia,…

Oklahoma, and North and South Carolina. He moved to North Carolina and joined Financial Independence Group as the inaugural life insurance sales consultant in 2002 after working as an investment broker in Florida. As a Senior Life Sales Consultant, TJ is responsible for recruiting, educating, and promoting all life insurance products to our advisors. He holds both a series 7 and series 63 licenses, and is an expert in estate planning and business planning utilizing life insurance. He and his wife Verna are the proud parents of 2 beautiful daughters, Lanigan and Adrianna. He enjoys traveling in his spare time. If you have any Life Insurance questions please contact TJ.
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Kevin Burton
Director of Business Development – Alphastar Capital Management


Kevin serves as the Director of Business Development for AlphaStar Capital Management where he leads both the sales and marketing divisions. Mr. Burton has close to a decade…

of financial services experience across multiple focuses from leading operations to serving as a financial advisor. He spends most of his time recruiting and training new advisors, while developing sales and marketing programs for the current advisors.

Kevin has a Bachelor of Science in Business Administration with a double major in Finance and Risk Management & Insurance from Appalachian State University. His extensive work in the sales and marketing divisions of various industries serves him well as he continues to promote and encourage the AlphaStar Capital Management value proposition to the client and advisors that we serve.

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Bob Drury, CFP
Financial Planning Consultant – Alphastar Capital Management


Bob manages AlphaStar’s Financial Planning Desk and is responsible for supporting advisors by creating comprehensive financial plans based on advisor’s specifications and financial…

planning software. After constructing a plan, Bob works directly with the advisor to discuss the case, make necessary alterations, and as a point of sale resource for the presentation. Mr. Drury is a resource for enhancing relationships, building confidence, supplying credibility, and ultimately, better servicing clients.

Bob has a Bachelor of Science in Communications, with an International Business minor from Appalachian State University. He obtained the Certified Financial Planner designation in 2008 and has passed the first two levels of the Chartered Financial Analyst curriculum. He has extensive experience in the investment industry including positions at Vanguard as a Financial Planner, on LPL’s bond desk, and as a Research Allocation Analyst with Linden Thomas & Co. Prior to his finance career he worked as a news reporter which further developed his communications skills. These skills have been utilized through a variety of education initiatives on the Financial Planning Desk.

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Horizon Investments
Investment Management Team
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Horizon Investments is a major part of our external investment team. Horizon is a multi-billion dollar investment firm that brings the depth and breadth in investment research and practical application with multiple Phd’s and Certified Financial Analyst team members that help provide insight and direction on many of our investments.