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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

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

Tools for investing

Questions You Were Afraid to Ask #10

November 29, 2023
Apps provide investors with a quick and easy way to access the markets.  What are ...
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What makes Veterans Day so important?

November 10, 2023
When Dr. Harold Brown was young, he dreamed of flying.  So, he worked hard as ...
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Understanding the Market Correction – 2023

November 2, 2023
Corrections are not something to fear, but to understand – so that we can come ...

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.