Making Sense of the Student Loan Forgiveness Program
The new student loan forgiveness plan proposed by President Biden has be [...]
September 2022
August 2022
Inflation – What You Need to Know
People have been feeling the effects of inflation in nearly every aspect of [...]
Protecting Your Retirement with the Bucket Strategy
Saving for retirement is a long-term endeavor. It’s not about finding the n [...]
Annuities – A Little-Known Retirement Secret
You’re probably familiar with the classic retirement accounts such as 401(k [...]
Are Your Retirement Accounts Prepared for Taxes?
Taxes are one of the most important things to consider when it comes to you [...]
Roth Conversions and Their Many Misconceptions
In this video, Dave Lopez and Chase Lopez discuss Roth Conversions; what [...]
Traditional IRAs versus Roth IRAs
Currently, there are two popular Individual Retirement Accounts (IRAs) vyin [...]
Chase Lopez: How the Inflation Reduction Act Impacts Medicare
President Biden recently signed the Inflation Reduction Act. What does i [...]
Dave’s Pick: “10 Nasty Surprises That Could Ruin Your Retirement”
Article published by FinanceBuzz.com Written by Jenny Cohan and Edited by M [...]
Are You Taking the Right Pension Payout to Maximize Your Retirement?
On this episode of the Retire Your Way Video Series, Dave and Chase disc [...]
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. Chase, as a fiduciary, believes in putting his clients interests first, and building out plans for his clients where they can have a happy and fruitful retirement. He married his beautiful wife in February 2022 and both use most of their free time chasing around their little pup, Aurora.
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.
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.
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. When not at work, Megan enjoys sitting on the back porch with family and friends enjoying food and music.
Michelle Migliorini joined the ILG Financial team in 2018 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 Radford University with a degree in accounting. Michelle and her husband have two children and she enjoys reading, sports, the beach, and spending time with her family.