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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.


Your Q1 Financial Checklist

Your Q1 Financial Checklist

January 24, 2024
As financial advisors, we are big believers in checklists. They help us stay organized, keep ...

2023: The Year in Review

January 3, 2024
Every January, it’s customary to look back on the year that was. What were the ...
Notepad with plans for the next year and the inscription - 2024 goal, plan, action

Why are New Year’s Resolutions So Hard To Keep?

December 21, 2023
As you know, this is a time of year when many people make New Year’s ...


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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.