Meet Your Team
over 100 years of collective financial services experience

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

Brenton Smith, CFP®
Financial Planner
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

Understanding Market Indices: A Visual Guide
September 25, 2025
When you hear the phrase “the stock market” in the news, it’s usually shorthand for ...

Thank You for 16 Wonderful Years 🎉
September 18, 2025
Celebrating 16 Years – Thank You for Your Trust Today, we celebrate 16 years of ...

Thoughts on Labor Day
August 29, 2025
Just a heads up: This message is a little vanilla. No, we don’t mean it’s ...
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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.