The people at our firm distinguish us, each brings distinctive experiences and skills that work together for our clients. At Michigan Retirement Advisors, you do not just have a financial advisor, you have our entire team behind you.
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.
During his years working with Paychex, Evan helped over 250 Metro Detroit companies design and improve their current 401(k) offering through Paychex TPA and record keeping services. As the lead advisor of Michigan 401(k) Advisors, Evan provides objective guidance to retirement plan sponsors and trustees. Partnering with local firms, as well as guiding 401(k) providers, Michigan 401(k) Advisors offers a comprehensive service to assist plan sponsors.
Away from the office Evan enjoys coaching youth hockey, volunteering at his local junior golf program and spending time with his wife, Kristen, and their two children, Hunter and Harper.
Charles grew up in Derbyshire, England - and from the age of 18 he had a passion for investing - trading stocks in his own account. He moved to the USA and worked as an Accountant for Amazon’s TV division in LA with Media Services. His skill in trading stocks eventually led him to join the investing world in 2016 and earned his Series 7 and 66 (currently held with LPL Financial). He also works with the employees within our 401k plans. Charles was made Partner at Michigan Retirement Advisors in 2022.
Charles now lives in Lapeer, MI with his wife and daughter. He loves hunting, shooting, working on his tractor, restoring his historical home and most of all - tea parties with his daughter.
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.
Andrew has been working with Michigan Retirement Advisors since he graduated from Wayne State University in 2020. 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. He works with individuals to assist them with the ongoing management of their investment accounts. He also works with the employees within our 401k plans.
Away from the office, Andrew has been coaching hockey since 2015. He has experience at the youth, high school, and college levels.
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. He has passed the Series 7, 63, and 65 securities exams held through LPL Financial and holds Life and Health Insurance licenses in Michigan and Florida.
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 wife, Emina and their two boys.
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. Adam is one of the main point of contacts to help guide current plan participants and plan sponsors.
In his spare time, he is a big movie buff, as well as a huge basketball enthusiast and die hard Detroit Pistons fan.
Isabella (Izzy) has been working in the consulting industry for the past several years in Charlotte, NC after graduating from the University of Michigan. She is passionate about utilizing data and technology to help identify industry trends within business operations. She is currently pursuing her certifications in the SIE, CEPA, and Series 7 exams.
Outside the office, Izzy enjoys snow skiing with family, running, and traveling with her husband Garrett. She also enjoys volunteering at local non-profits that promote youth development.