Skip to main content

Meet Your Team

over 100 years of collective financial services experience

Team Oct 2024

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 Planner

Hayden LaBelle

Hayden LaBelle, AIF^®

Director of Trading and Data Analyst

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

Winter Tips to Save Your Home and Wallet

Winter Tips to Save Your Home and Wallet

December 17, 2024

Winter may bring snowy landscapes and cozy evenings by the fire, but it can also ...

Winter Newsletter Image

Join our newsletter

Review our current newsletter and subscribe if you wish! ...

Questions You Were Afraid to Ask # 15

The only bad question is the one left unasked. That’s the premise behind many of our posts. Each covers a ...

1
2
3
…
5
›

RESOURCES

Download Our
FREE Report

Retirement Mistakes cover image

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.