Skip to main content

Meet Your Team

over 100 years of collective financial services experience

Team Picture

James Minich and Jason MacGregor have worked hard to assemble a team of specialists with over 100 years of collective financial services experience to help you achieve your financial and retirement goals. 

Financial Advisors & Support Staff

James Minich, Juris Doctor

RIA Principal, Portfolio Manager
Read Bio

Jason MacGregor, CEPA®, AIF®

RIA Principal, Portfolio Manager
Read Bio

Cory Laird, CFP®, CSS®

Financial Planner
Read Bio

Andrew Pallas, CFP®

Financial Planner
Read Bio
Hayden LaBelle

Hayden LaBelle, AIF®

Director of Trading and Data Analyst
Read Bio

Patrick Younis

Director of Client Services
Read Bio

Mary Ellen Peek

Systems Manager
Read Bio

Michele Tellstone

Chief Compliance Officer, Project Manager
Read Bio

Lola Miller

Executive Assistant
Read Bio

ABOUT US

Origin Story

Get a candid account of Minich MacGregor’s inception and growth, as recounted by Jason MacGregor. Get a firsthand look into the path that has shaped our present-day achievements. This is the narrative of determination, insight, and steadfast commitment that has brought us to where we are today.

OUR LATEST BLOG POSTS

vanilla

Thoughts on Labor Day

August 29, 2025
Just a heads up: This message is a little vanilla. No, we don’t mean it’s ...
Read More
Family Advisor Newsletter image
NewsNewsletterPosts

Join Our Monthly Newsletter

Introducing this months Newsletter. We are excited to introduce our update to our monthly newsletter. Our newsletter is designed to ...
Read More
Scam Definitions Client Guide
Posts

How to Spot and Avoid Common Scams

Protecting your personal information and assets is more important than ever. Scams are becoming increasingly sophisticated, targeting people through email, ...
Read More

RESOURCES

Download Our
FREE Report

Are you ready for retirement?

Our advisors can help you prepare for more time doing the things you want in life. Get started today and take a look at our report covering some of the most common retirement-related questions and our answers.

GET ANSWERS