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Meet Your Team

over 100 years of collective financial services experience

Team Picture

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
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Jason MacGregor, CEPA®, AIF®

RIA Principal, Portfolio Manager
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Cory Laird, CFP®, CSS®

Financial Planner
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Andrew Pallas, CFP®

Financial Planner
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Hayden LaBelle

Hayden LaBelle, AIF®

Director of Trading and Data Analyst
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Patrick Younis

Director of Client Services
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Mary Ellen Peek

Systems Manager
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Michele Tellstone

Chief Compliance Officer, Project Manager
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Lola Miller

Executive Assistant
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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

MLK Memorial

Honoring Dr. King’s Legacy: Inspiring Words for Today and Every Day

January 20, 2025
Happy Martin Luther King Jr. Day! Dr. King’s words have always been a source of ...
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Smishing Texts
Uncategorized

Urgent Alert: Beware of Smishing Text Scams Targeting Schwab Clients

Smishing Threat Campaign Schwab has alerted us that there is an active phishing text campaign in which clients receive a ...
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2024 Year in Review image
FeaturedNewsPostsUncategorized

2024 Year in Review: Lessons Learned & Navigating Uncertainty in Investing

Every January, we here at Minich MacGregor Wealth Management look back on the year that was. What were the highlights? ...
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RESOURCES

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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.

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