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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Ranked 2nd in the state of Illinois and 85th in the nation in the Fifth Annual Top Financial Security Professionals Best-In-State list by Forbes and SHOOK Research.
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Recipient of the Five Star Wealth Manager Award 2019-2025*
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Million Dollar Round Table member every year since 1988. Court of the Table membership qualification since 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.
Steve currently resides in Crystal Lake with his wife and four children.