Broker Check

Biographies

Stephen R. Todd, CFBS

stodd@financialguide.com

Professional Designations: CFBS

CA Insurance License #0D36195 

State of Domicile: IL

A Message from Stephen R. Todd, CFBS


Stephen R. Todd, CFBS (Certified Family Business Specialist) has been working in the insurance and financial services industry since 1982. He graduated from Stetson University in 1982 with a degree in finance.

Stephen’s record of accomplishments is a testimony to his philosophy:

  • 2019 Five Star Wealth Manager Award.  The Top 3% of Wealth Manager in Chicago are recognized with the Five Star Wealth Manager Award.
  • Million Dollar Round Table member every year from 1988 through 2018. Court of the Table every year from 1997 through 2018.
  • Recipient of MDRT Top of the Table member every year from 2005 through 2018.
  • Recipient of the National Quality Award every year from 1985 through 2018.
  • Recipient of the National Sales Achievement Award every year from 1988 through 2018.
  • Recipient of the elite ELIF Award 2006 (Exceptional Level of In Force Business) from Massachusetts Mutual Life Insurance Company (MassMutual).
  • Member of the NALU and the Society of Financial Services Professionals.
  • Certified Family Business Specialist.

Steve currently resides in Crystal Lake with his wife and four children.

Mary Fox

mafox@financialguide.com

For over 20 years, Mary has been servicing our existing policies and group benefits. For questions or changes, contact Mary. She holds Life and Health Insurance licenses; an Associate, Customer Service; and a B.S. in Accounting.

Sharion Friberg

sfriberg@financialguide.com

Sharion joined The Todd Group in 2016 -she brings over 8 years of experience of insurance and financial services. She holds her Life & Health Insurance Licenses. Sharion received her Bachelor's Degree from Northern Illinois University.

Cathy Grant

630-893-0990

630-566-1688

cgrant@financialguide.com

Cathy has been with the group since 2007. She assists the office with service in the areas of life and property & casualty insurance. She has her LOMA designations A.C.S in Insurance Customer Service.

Charlotte Alongi

630-893-0990

630-566-1688

calongi@financialguide.com

Charlotte has over 13 years experience as Exec. Asst. to the President of Bridgestone Retail Operations.  She has a Bachelors in Graphic Design & a Masters in Visual Comm. She manages appointment scheduling and life application processing.

Denise Canez

630-893-0990

630-566-1688

dcanez@financialguide.com

Denise joined our group in 2018. Denise brings 17 years experience in investments in the financial industry. Denise handles all your investment account needs. If you have questions about any investment accounts, contact Denise.

Margaret Ponga

630-893-0990

630-566-1688

mponga@financialguide.com

Margaret is new to our group this year. She comes to us with 30 years experience from Motorola Inc., serving their public safety customers. Margaret holds her Life & Health Insurance licenses and plans to acquire her Securities license.

Mitchell Todd

630-893-0990

mtodd@financialguide.com

Mitchell joined the group in 2018. He has a Bachelors Degree in Finance from Drake University and is licensed in Life & Health Insurance. He is currently pursuing his Series 7 Securities License.