Biographies

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, 2020, 2021, 2022 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 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. 

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.

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.

Dawn came to the Todd Group in the midst of this pandemic in April 2020 with more than 30 years of individual and group employee benefits administration, insurance service operations as well as COBRA administration experience with mid-to-large sized companies.  She handles the life, disability and long-term care new business and customer service for Steve and Mitchell Todd’s clients.  

She makes her home in Carol Stream with her husband of 33 years, their two 11+ year old Great Danes and a 19 year old cat.  They have two grown children who live in the area, as well, and are lucky enough to be able to see them on a regular basis.  She and her husband are Halloween enthusiasts and their Halloween yard display was recently featured on WGN and FOX32 morning shows, as well as in the Chicago Tribune.

Samantha Bennett joined the Todd Group in June of 2021 to assist with the firm's investment business. A May 2021 graduate Drake University, Sam uses her ability to remain organized and on task to support the firm.