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Meet Your Team

over 100 years of collective financial services experience

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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
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Jason MacGregor, CEPA®, AIF®

RIA Principal, Portfolio Manager
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Cory Laird, CFP®, CSS®

Financial Planner
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Andrew Pallas, CFP®

Financial Planner
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Hayden LaBelle

Hayden LaBelle, AIF®

Director of Trading and Data Analyst
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Patrick Younis

Director of Client Services
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Mary Ellen Peek

Systems Manager
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Michele Tellstone

Chief Compliance Officer, Project Manager
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Lola Miller

Executive Assistant
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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

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A Quick Primer on Trusts

May 14, 2025
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Rules for Getting Through Market Volatility

Like getting the flu or visiting the DMV, market volatility is one of those facts of life that never gets ...
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RESOURCES

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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.

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