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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 Advisor

Patrick Younis

Director of Client Services

Mary Ellen Peek

Systems Manager

Michele Tellstone

Chief Compliance Officer, Project Manager

Lola Miller

Executive Assistant


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.


Q2 Financial Checklist

Your Q2 Financial Checklist

March 28, 2024
Did you know that trees have checklists? Okay, so maybe they’re not written checklists attached ...
Last Minute Reminders for Tax Planning

Last Minute Reminders for Tax Planning

February 28, 2024
This year’s tax deadline is April 15th. Here are our tips for you to prepare ...
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4 Common Tax Mistakes

February 5, 2024
Four common tax mistakes to avoid when filing your taxes every year ...


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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.