Meet the Team
We are supported by a team of professional staff with many years of combined experience in financial and retirement services, estate planning, annuities, charitable giving, business insurance, executive compensation and employee benefits.
Steve Todd, CFBS, LACP
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:
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Recipient of the Five Star Wealth Manager Award 2019-2024*
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Million Dollar Round Table member every year since 1988. Court of the Table membership qualification in 1997.
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Recipient of the elite ELIF Award 2006 (Exceptional Level of In Force Business) from Massachusetts Mutual Life Insurance Company (MassMutual) based on years of service and amount of in-force premium as of prior calendar year end. Recipients are agents of MassMutual.
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Member of the NALU and the Society of Financial Services Professionals.
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Certified Family Business Specialist.
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Steve currently resides in Crystal Lake with his wife and four children.
Issued by Five Star Professional 2019-2024. For each year issued, the award issue date and time period are as follows: 2024: 10/01/2024; 01/09/2024-08/09/2024; 2023: 10/01/2023; 01/09/2024-07/31/2024; 2022: 10/01/2022; 01/24/2022-07/29/2022; 2021: 10/01/2021; 12/28/2020-08/06/2021; 2020: 10/01/2020; 01/06/2020-08/07/2020; 2019: 10/01/2019; 01/07/2019-08/09/2019
The award is based on 10 objective criteria. Eligibility criteria required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review; 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Noninstitutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not an endorsement or indicative of the future performance of the wealth manager. A fee was not paid for consideration however a fee is paid for marketing materials. For more information, visit www.fivestarprofessional.com.
Mitchell Todd
Mitchell joined the team in 2019 after graduating from Drake University, with a degree in finance. Joining the Todd Group had always been Mitchell’s plan, and he loves getting to work closely with our clients. As our newest advisor, Mitchell brings fresh ideas to the table. He has been awarded:
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Awarded the regional West Point Agency Rookie of the Year award in 2020
Recognized in 2021 by Westpoint Financial Group, an agency of MassMutual, based on prior calendar year sales. Recipients are first year agents of MassMutual.
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Awarded Top of the Council from MassMutual for 2023*
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Advisor Duration Company Leader - Class Year 4 2024*
*Recognized by Massachusetts Mutual Life Insurance Company (MassMutual) based on prior calendar year sales. Recipients are agents of MassMutual.
Mitchell is also a member of:
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Million Dollar Round Table member since 2020.
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Million Dollar Round Table Court of the Table for 2021, 2022
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Million Dollar Round Table Top of the Table 2023
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When Mitchell is not assisting clients, he loves spending time with his wife Riley. He also enjoys fishing, particularly for sharks.
Mary Fox, ACS, REBC
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.
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In her spare time, Mary enjoys reading, caring for her two cats, and live theatre.
Dawn Slanker, CLTC
Dawn came to the Todd Group in April of 2020 with over 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, annuity and long-term care new business and customer service for Steve and Mitchell Todd’s clients. Dawn has achieved her CLTC designation and uses her knowledge to assist clients in understanding their Long-Term Care policies and options.
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Dawn and her husband are Halloween enthusiasts and their Halloween yard display (Canyon Trail Cemetery) has been featured on WGN and FOX32 morning shows, as well as in the Chicago Tribune.
Ryan Daniels, ACS, ALMI
Ryan Daniels joined The Todd Group as a Paraplanner in July 2023, bringing over a decade of experience in financial services. Previously, he worked as a Senior Sales Development Specialist with a major life insurance company, where he honed his expertise in insurance products and sales concepts, along with delivering exceptional client support. Ryan’s strong analytical skills and attention to detail make him an asset to The Todd Group, where he provides precise financial analysis and support, helping The Todd Group’s clients make sound financial decisions. His dedication to excellence has been recognized throughout his career, earning him accolades such as the Customer Service Hero Award and the iCubed Award, which honors innovation that improves processes, resulting in greater efficiency and cost savings.
A proud graduate of Waubonsee Community College and Dekalb High School in Illinois, Ryan enjoys spending his free time outdoors, riding motorcycles, and spending time with family.
Jen Dolan
Jen joined TTG in late Spring of 2024. She joins the team with over 20 years’ experience in Customer Service support and 4 years of Account Management. She is eager to get acquainted with the all the clients and enjoys being a part of the Todd Group Team. Jen hopes to continue to build on the lasting client relationships that The Todd Group has established.
She is happy to be located close to the office in her home in Cary, IL. She is a busy wife and mother, whose daughter dances and plays sports. Jen and her family love the walking trails and forest preserves of McHenry County, enjoys crafting, and spending time in their backyard near the fire pit.
Maggie Gomez
Maggie joined The Todd Group in February of 2025 and works with our investment clients. She started in the financial services industry back in 1993 when she was just 19 years old and never looked back.
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Maggie has been married for 21 years and has spent that time living in Huntley. She was an active volunteer on a regular basis at the schools her children attended. In her free time, you can find her on the sidelines of a soccer field cheering on my son, Noah at his games.​​​​​​
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*Agency resources are employees of WestPoint Financial Group and are not employed by The Todd Group.
Through our relationship with WestPoint Financial Group we have access to the following specialists and resources:
David Brennan
David is a CFA (Chartered Financial Analyst) designation holder and is the Chief Investment Officer of WestPoint Finanical Group where he helps shape the firm’s investment strategy and assisting in crafting tailored investment portfolios for clients.
David is a graduate of Western Michigan University in Kalamazoo, MI, where he played baseball for 4 years, showcasing not only academic prowess but also sporting talent. He pursued his MBA in Finance in 2017, demonstrating his dedication to furthering his knowledge in the field. Furthermore, he holds the prestigious CFA (Chartered Financial Analyst) designation and is an active member of the CFA society in Indianapolis.
Beyond the finance world, David finds joy in spending quality time with his beloved family—his wife, McKenzie, and their two children, Mitchell (4) and Joelle (2), who reside in Fishers, IN. Together, they explore the beauty of local parks and various engaging activities. David is a devoted Ohio State fan and eagerly cheers for his beloved Buckeyes every fall. Music holds a special place in his heart, and while he currently plays the piano, he aspires to master the guitar someday.
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Strategic Alliances
We believe in collaborating with other professionals who offer services we do not offer to our clients. These relationships are carefully chosen and nurtured to ensure they provide the same high quality of service as we do.
Some of our strategic alliances include:
First Midwest Insurance Group, LLC – Robert Smith
3158 S. River Road – Suite 39
Des Plaines, IL 60018
Phone: (630) 847-299-6670 x2
Fax: (847) 299-6365
rwsmith@1stmidwest.net
Provides access to employee benefits, in addition to various business insurances for our customers.
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A & N Mortgage
1945 N. Elston Ave
Chicago, Illinois. 60642
773-305-LOAN
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Strategic Alliances are not exclusive relationships. You are free to choose your own professional for these needs. Strategic Alliance firms are not affiliated with MML Investors Services, LLC. and are solely responsible for their own products and services provided.
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