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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

Jason MacGregor, CEPA^®, AIF^®

RIA Principal, Portfolio Manager

Cory Laird, CFP^®, CSS^®

Financial Planner

Andrew Pallas, CFP^®

Financial Planner

Hayden LaBelle

Hayden LaBelle, AIF^®

Director of Trading and Data Analyst

Patrick Younis

Director of Client Services

Mary Ellen Peek

Systems Manager

Michele Tellstone

Chief Compliance Officer, Project Manager

Lola Miller

Executive Assistant

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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Independence Day – Times That Try Men’s Souls

July 4, 2025

Happy Independence Day! It is common knowledge that in the summer of 1776, the Declaration ...

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A Quick Primer on Power of Attorney

July 1, 2025

Do you know who would make decisions on your behalf if you became unable to ...

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Forgotten Corners of Financial Plans

June 26, 2025

We think everyone has a corner of their house that desperately needs to be cleaned ...

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RESOURCES

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FREE Report

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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.