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
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
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 ...
Questions You Were Afraid to Ask #11
December 21, 2023
Even experienced investors sometimes wonder: “What does it mean to invest in cash?” After all, ...
Our Newest CERTIFIED FINANCIAL PLANNER™
December 12, 2023
John Wooden, the legendary coach from UCLA, once said, “Success comes from knowing you did ...
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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.