Your Team – Financial Advisors & Support Staff

Your Team – Financial Advisors & Support Staff

After 20 years of service with Morgan Stanley Smith Barney, James Minich and Jason MacGregor founded Minich MacGregor Wealth Management, an independent Registered Investment Advisory firm (“RIA”), in 2009. Since then, they have worked hard to assemble a team of specialists with over 100 years of collective financial services experience.

Jason MacGregor, AIF®

RIA Principal, Portfolio Manager

Jason MacGregor has been working as a Financial Advisor since 1993 and has worked for a large Wall Street brokerage firm and a regional investment firm. Since 2009 he has been co-owner of Minich MacGregor Wealth Management, an independent Registered Investment Advisory firm. Jason is one of the firm’s Portfolio Managers and has earned the Accredited Investment Fiduciary (AIF) designation. Jason attended Syracuse University where he earned his Bachelors of Arts. Jason resides in Saratoga Springs, NY with his wife Martha and his three children, Colin, Kate and Erin. Outside of the office he enjoys spending time with his family, playing soccer, golf and skiing. Jason is very active in the Saratoga Springs community serving on several Board of Directors for local non-profit organizations.

  • Series 65
  • Life and Health Insurance
  • Accredited Investment Fiduciary (AIF)


James Minich, Juris Doctor

RIA Principal, Portfolio Manager

Jim Minich has been working as a Financial Advisor since 1987 and worked for one of the world’s largest Wall Street brokerage firms before becoming co-owner of Minich MacGregor Wealth Management in 2009.  Jim is one of the firm’s Portfolio Managers. He earned his Bachelors of Arts from Furman University and his Juris Doctorate from the University of San Diego’s School of Law. He splits his time living in St. Augustine, Florida and Spring Green, Wisconsin with his wife Phyllis and enjoys an active lifestyle biking, running and swimming.

  • Series 65
  • Life and Health Insurance

Cory Laird

Financial Planner

As our Financial Planner, Cory concentrates on taking care of the financial and retirement planning needs that often arise for our clients.  In addition to managing our firm’s financial planning software, he also assists Jim and Jason with client communication.  Cory attended Texas A&M University where he earned his Bachelor of Science degree in Economics with a concentration in Financial Economics.  He continued on at Texas A&M to obtain his Masters of Science degree in Economics.

Cory achieved his CERTIFIED FINANCIAL PLANNER TM certification in 2018.

Throughout his college years and after graduation, he has worked in the financial industry.  Before moving to New York, he was employed by a reputable independent investment advisory firm in Houston, Texas.

He resides in Troy with his wife, Vanessa.  He enjoys hiking and racquetball matches with his wife; as well as downhill skiing, coin collecting and reading action fiction novels.

Mark Landau

Financial Advisor

Mark Landau became a Financial Advisor in 2006.  Prior to joining Minich MacGregor Wealth Management in 2019, he spent most of his career with AYCO, a division of Goldman Sachs.  Mark’s area of expertise includes working with high net worth individuals and families, along with businesses regarding 401k participant education and succession planning.  He takes a wholistic approach with clients that includes strategies for wealth accumulation, tax efficient investing, charitable giving and assists with estate and retirement income planning.  Mark attended Siena College where he earned his Bachelor of Science degree in Economics.  Mark and his wife Michele reside in Wilton with their two children.  Outside the office he enjoys alpine skiing, golf, camping and coaching youth baseball.  In the winter season he also works with the New York State Education Foundation (NYSEF) at Gore Mountain Ski Area.  

Patrick Younis

Director of Client Services

Patrick Younis has worked in the financial services industry for more than 20 years.  His career experience includes investment management, insurance and consumer banking.  As Director of Client Services, Patrick handles the service requirements for our client accounts including paperwork, account transfers, wire transfers, money movement between accounts and check processing. He also handles the trading for the firm and inquiries regarding account related documents.

Patrick earned his Bachelor of Education degree from East Carolina University and also has an Associate Degree of Accounting from Hudson Valley Community College. Patrick and his wife Taia reside in Clifton Park with their two children.  When not at the office, he enjoys playing sports as well as being a spectator.  Patrick and his son are currently working on becoming Adirondack 46ers.  ​

Mary Ellen Peek

Systems Manager

Mary Ellen brings extensive business management skills to Minich MacGregor. Her background includes seven years serving as an auditor at Quad/Graphics as well as small business management experience at Saratoga Salsa and Spice. She holds a Bachelors degree in accounting from SUNY Oswego.



Michele Tellstone

Director of Client Relations and Project Management

As Director of Client Relations and Project Management, Michele focuses her efforts on maintaining a cohesive interface with our clients. She is also in charge of the development and implementation of various projects and enhancements to our firm structure. Michele graduated from Utica College of Syracuse University with a Bachelor of Science in Child Life Psychology. She has spent her entire career in the financial services industry. Her career started after college in retail banking where she cultivated her client service skills.


Lola Miller

Executive Assistant

Lola Miller has been in the financial services industry since 2011 working at ORIX Corp USA, Providence Equity and Capital One prior to joining Minich MacGregor Wealth Management.  She earned her bachelor’s degree at The University of Massachusetts at Amherst.  

As our Executive Assistant, she is responsible for scheduling client appointments and managing the advisors’ calendars, along with optimizing the team’s efficiency by assisting​ with a variety of office projects and processes.​   

Lola and her husband, Julian reside in Saratoga Springs with their daughter.  When not in the office, she enjoys family time and spending time outdoors.

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