Top Row (left to right): Jason MacGregor, James Minich. Bottom Row: Alexis White, Mary Ellen Peek

After 20 years of service with Morgan Stanley Smith Barney, James Minich and Jason MacGregor founded Minich MacGregor Wealth Management in 2009.

What they recognized then and continue to realize today is that as registered investment adivsors they can offer diversified solutions that make your money work harder, no matter what your goals, resources, or stage of life.

Jason MacGregor, Financial Advisor

Jason is co-founder and co-principal of Minich MacGregor Wealth Management. He is a graduate of Syracuse University and is licensed in the following:

• Series 65
• Investment Advisory Agent
• Life and Health Insurance

James Minich, Financial Advisor

Jim is co-founder and co-principal of Minich MacGregor Wealth Management. He is a graduate of Furman University and holds a Juris Doctorate from the University of San Diego. In addition, Jim holds the following licenses:

• Series 65
• Investment Advisory Agent
• Life and Health Insurancee

Alexis White, Registered Associate

Alexis has been in the financial services industry since 1998 working at Smith Barney and Morgan Stanley Smith Barney prior to joining Minich MacGregor Wealth Management. A graduate of Adirondack Community College, her role is to assist clients and communicate administrative enhancements that facilitate client service.

Mary Ellen Peek, Systems Manager

Mary Ellen brings extensive business management skills to Minich MacGregor. Her background includes seven years serving as an auditor at Quad/Graphics as well as small business management experience at Saratoga Salsa and Spice. She holds a Bachelors degree in accounting from SUNY Oswego.