MICHIGAN RETIREMENT ADVISORS - Key Persons
Adam is the Operations Assistant at Michigan Retirement Advisors. He works behind the scenes to gather information, run reports, and assist in servicing our 401(k) plans and participants. In his spare time, he is a big movie buff, as well as a huge basketball enthusiast and die hard Detroit Pistons fan.
Job Titles:
- LPL Investment Advisor Representative
Andrew has been working with Michigan Retirement Advisors since he graduated from Wayne State University in 2020. He works with individuals to assist them with their financial and retirement planning. He has passed the Series 7 and Series 66 exams (held through LPL Financial) and has his Life, Accident and Health insurance license in Michigan.
Away from the office, Andrew has been coaching hockey since 2015. He has experience at the youth, high school, and college levels.
Job Titles:
- Director of Client Relations
Ashley has worked alongside Steve Case since 2002 overseeing all the administrative functions in the office as Client Services Manager. She directly handles all account transactions, client communications, client billing, accounts payable, payroll and banking. In her spare time Ashley enjoys spin classes at Cyclebar, circus classes at Agora Arts, cooking and spending time with friends and family.
Job Titles:
- LPL Investment Advisor Representative
Ryan has a passion for helping others work toward their financial dreams through retirement planning and goal setting. With a concentration in complex products, Ryan poses the knowledge to help clients build a diversified portfolio. Before his career in finance, Ryan was a small business owner. Navigating the waters of franchising a pizzeria and buying a distribution territory has provided him invaluable experience.
Ryan has successfully passed the Series 7, 63, and 65 securities exams held through LPL Financial and holds Life and Health Insurance licenses in Michigan and Florida. Ryan has a Bachelor of Science in Psychology from Central Michigan University.
In his spare time, Ryan enjoys hitting the ski slopes in Colorado with his friends and family, wake surfing in the summer, and planning travel adventures with his expecting wife, Emina.
Steven Case is committed to helping clients through each phase of the retirement journey, from planning to remaining comfortable during their golden years. Steven got his start in the industry in 1988 after graduating from college. Over the past three decades in the business, he has used his passion for creating financial strategies that help clients work toward achieving their ideal retirement.
Steven has passed the Series 7, 63 and 65 securities exams held through LPL Financial and holds Life and Health insurance licenses in Michigan, Ohio, North Carolina and several other states. He has earned certifications as a Certified Financial Planner® and Professional, Accredited Investment Fiduciary®. Steven has a Bachelor's of Science in Business Administration from Cornell University.
In his free time, Steven enjoys skiing, surfing, fishing and spending time with his wife, Sandy, and their five children.