A History OfExperience Our TeamCommitted to your successAt LePage Financial Group, we strive to simplify the financial process so you can enjoy what you have achieved. From high net-worth individuals and retirees to medical professionals and business owners, our experts are equipped to fulfill your wealth management needs. As a team, we will work together to help protect and grow your wealth so you can focus on what you value most. Steven D. LePagePresidentslepage@lepagefinancial.comSteven LePage truly values his clients’ trust and takes great satisfaction in providing financial solutions that promote quality of life. A lifelong career in financial services has given Steven the opportunity to combine a passion for education with a commitment to helping people improve their financial situations. His approach to business owes much to leadership skills he developed as captain of his college football team. Those skills are the foundation of his work ethic, discipline, and career. Steve’s career in the financial industry began during college, when he served as an intern at Merrill Lynch. After completing his internship, Steven formally started his career as an analyst at David L. Babson Investment Counsel, helping portfolio managers deliver exceptional solutions to clients. At Babson, Steven learned that optimal financial planning, regardless of an investor’s income level, requires customization and not just a formulaic approach.The need for custom solutions motivated Steven to establish LePage Financial Group, in 2001. Since the company was founded, Steven has enjoyed helping each person with whom he works find a path toward financial security. Since joining Cambridge Investment Research, Inc., an independent broker-dealer, Steve has qualified for the Premier Club every year. He is humbled by and thankful for the honor, which is reserved exclusively for top advisors. In Steve’s opinion, his clients are the biggest reason for his success.A graduate of Merrimack College, Steven has a Bachelor’s Degree in Business Management. He is also a member of the National Association of Insurance and Financial Advisors (NAIFA). Outside of the office, Steve and his wife, Jodie, who reside in Belchertown with their three children, are active supporters of Local Youth Athletics, Willpower Foundation, Osteogenesis Imperfecta, and the Baystate Wing Hospital Charitable Giving Foundation. Steve enjoys spending time with family and attending his kids’ sporting events. He is an avid skier and a golfer, who enjoys daily exercise. Colleen M. BiancoFinancial Advisorcbianco@lepagefinancial.comColleen began her career in financial services at TD Banknorth while attending the University of Massachusetts Amherst. After earning a degree in Business Management, she quickly advanced within the retail side of the company before moving into the TD Banknorth commercial lending division. This background has given Colleen the experience necessary to apply her knowledge of retail and corporate banking to meet the unique needs of a diverse group of individual and business clients. This makes her a valuable member of the firm’s team. Our clients look to and trust her with their financial needs. Colleen enjoys getting to know each of our clients personally and always welcomes the opportunity to provide them with exceptional service.Colleen and her husband, Tony, reside in Belchertown with their two children. They are active supporters of their children’s extracurricular activities and schools, where Colleen has served on the board. She is a supporter of Girls Scouts of the USA, where she regularly volunteers. Outside of the office, Colleen enjoys attending sporting events with her family and friends, skiing, participating in community events, traveling and reading. Kristen McNamaraClient Relationship Managerkmcnamara@lepagefinancial.comAs a recent alumna of Westfield State University, Kristen has been eager and devoted to showcasing her developed abilities through our firm. Through obtaining a bachelor’s degree in Communication Studies & Public Relations, she has been able to effectively offer exceptional interpersonal skills and the understanding of institutional and cultural values. As our Client Relationship Manager, Kristen is dedicated towards building and strengthening client relationships, taking the time to understand their personal financial needs, while also offering assistance and the proper resources to make sure their financial planning goes smoothly. Her passion towards lending a hand towards our client’s goals are what makes Kristen a crucial part into our mission to provide you personalized attention.Kristen has lived in Belchertown her whole life, taking interest in community service opportunities, and establishing a close relationship with her community. She is an active role in St. Francis Church of Assisi, where she teaches religious education and serves during regular mass. In the meantime, Kristen also enjoys exercising outside, reading, shopping, and attending local events. Jodie A. LePageExecutive Assistantjlepage@lepagefinancial.comA graduate of New England College, Jodie holds her Bachelor’s Degree in Elementary Education. She went on to earn her Master’s Degree in Education from Lesley University and has applied her higher learning experience to LePage Financial Group. As an Executive Assistant at the firm, Jodie is a key member of the team who brings a personal touch to her role, getting to know her clients personally and taking pride in making certain requests are fulfilled correctly and efficiently. Jodie monitors client projects from start to finish and performs valuable office duties to make certain LePage Financial Group operates seamlessly.Jodie resides in Belchertown with her husband, Steven, and their three children. She enjoys being involved in the local schools and regularly assists with her children’s extracurricular activities. She and Steven are both strong supporters of local athletics, volunteering both financially and with their time. Outside of the office, Jodie enjoys attending her children’s sporting events, vacationing at the beach with her family, along with skiing, shopping and reading. Matthew L. DonohueAttorneyMatthew brings a wealth of experience to Connor, Morneau & Olin, LLP Attorneys at Law, from his fifteen-year career as a named partner at Donohue, Hyland & Donohue, P.C., in Holyoke, MA. Shortly after his former partner, Barbara Hyland, was elevated to the Massachusetts Probate and Family Court bench in 2011, Matthew joined Connor, Morneau & Olin, LLP, as an of-counsel attorney, working in the areas of probate and family law along with general legal counseling. His areas of practice include probate and family law, consumer protection, business counseling, wage and hour, employment law, and labor law.Matthew is admitted to practice law in the Commonwealth of Massachusetts before the United States District Court for the District of Massachusetts and the United States District Court for the District of Connecticut. He is admitted to the Massachusetts Bar Association, Hampden County Bar Association, and the Holyoke Bar Association. He received his undergraduate degree from the University of Massachusetts with a major in Legal Studies and his Juris Doctor from Loyola University School of Law, New Orleans.Matthew resides in Holyoke with his wife, Jennifer, and their children. Matthew is deeply committed to the city and is actively involved in the Holyoke Boys and Girls Club. Passionate about law, Matthew volunteers his time to indigent local clients, formally with the Lawyer For A Day Program and informally with pro bono work. He is one of the founders of the WillPower Foundation. Being an avid father and husband, Matthew is active in his children’s activities and sports. He enjoys many recreational activities such as boating, scuba, golf, skiing, biking, and hiking.*Atty. Matthew L. Donohue and Connor, Morneau & Olin, LLP Attorneys At Law are not affiliated with Cambridge Investment Research, Inc. Cambridge Investment Research, Inc. does not provide tax or legal advice.