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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
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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

Second Half of 2025

Preparing for the Second Half of 2025

August 4, 2025
In most quarters, we typically send a short “market recap” message looking back at the ...
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NewsPosts

Explaining the Recent News About Social Security

Recent Social Security report warns of 2034 trust fund depletion, but planning and policy changes can protect your retirement goals ...
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Chasing Squirrels image
FeaturedPosts

Don’t Chase Squirrels: Stick to Your Plan

There are few activities more relaxing than a picnic in the park on a warm summer’s evening. But even under ...
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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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