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 since 1988. Court of the Table every year since 1997.
  • Recipient of MDRT Top of the Table member every year since 2005.
  • Recipient of the National Quality Award every year since 1985 from NAIFA.
  • Recipient of the National Sales Achievement Award every year since 1988 from NAIFA.
  • 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.

 

 

* The FIVE STAR Wealth Manager Award is granted by Five Star Professional, an independent marketing firm. This award is not indicative of future performance and is based on nominations by industry professionals in a given market area and objective criteria including favorable regulatory and complaint history, reviews conducted by the firm, retention rates, and client assets.

Mitchell Todd

630-893-0990

mtodd@financialguide.com

Mitchell recently joined the team.  He graduated from Drake University, with a degree in finance, in May of 2019.  Joining the Todd Group had always been Mitchell’s plan, and he is very excited to have the opportunity to work closely with our clients. When Mitchell is not assisting clients, he enjoys many outdoor activities.  Fishing is one of his major passions, especially when it comes to shark fishing.  If you need a fishing buddy, Mitchell is your man as well. Mitchell also enjoys spending free time with family and visiting friends. 

Mary Fox

mafox@financialguide.com

For over 20 years, Mary has been servicing our existing policies and group benefits. For any questions or changes regarding policies, please contact Mary. She holds Life and Health Insurance licenses, an Associate degree in Customer Service and a Bachelor of Science degree in Accounting.

In her spare time, Mary enjoys reading, caring for her two cats, and live theatre.

Denise Canez

630-893-0990

630-566-1688

dcanez@financialguide.com

Denise joined The Todd 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.

Denise’s interests include movies, art festivals, reading and crossword puzzles. On a more personal note, Denise loves spending down-time with her daughter, son and her four grandchildren.

Charlotte Alongi

630-893-0990

630-566-1688

calongi@financialguide.com

Charlotte has over 13 years’ experience as the Executive Assistant to the President and Chief Finance Officer of Bridgestone Retail Operation, LLC. She holds a bachelor’s degree in graphic design & a master’s in visual communication. She manages appointment scheduling and life application processing. In her free time, you can find her and her husband at the soccer field watching her daughter play, along with spending quality time with family and painting on her downtime.

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 of experience from Motorola Inc., serving their public safety customers.  Margaret currently holds two licenses in Life and Health Insurance.  Margaret has been trained in most all the work we do to service and support our clients and finds retirement planning to be particularly interesting.  Outside of the office, Margaret enjoys activities with her family such as camping and rooting for our Bears and Cubs!

Dawn Slanker

Dawn joined the firm in 2020 and helps to coordinate life and LTC new business application and policy delivery.