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Meet Your Team

over 100 years of collective financial services experience

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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

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

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Financial Spring Cleaning

March 20, 2025

Spring is in the air, and that means it’s time for spring cleaning. But wait! ...

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Join Our Newletter

March 12, 2025

We send out our newsletter email monthly. We encourage you to join our newsletter to ...

Tending a garden

Tariffs, Fear, and the Investor’s Dilemma: The Right Questions to Ask

The tariff-related questions that investors should be asking “What should we do about tariffs?” It’s a question we’ve heard a ...

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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.