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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

James Minich, Juris Doctor

RIA Principal, Portfolio Manager

Jason MacGregor, CEPA, AIF^®

RIA Principal, Portfolio Manager

Cory Laird, CFP^® CSS^®

Financial Planner

Mark Landau

Financial Advisor

Andrew Pallas, CFP^®

Financial Planner

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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Q3 Market Outlook for 2024

July 25, 2024

Looking back on the quarter that was and ahead at the quarter that is to ...

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Q2 Market Recap

July 19, 2024

One of our favorite metaphors for investing is that it’s like packing a suitcase. Let’s ...

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Financial Planning Bucket List

July 15, 2024

Let’s chat. We can look at your goals, and what you’re currently doing to achieve ...

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RESOURCES

Download Our
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.