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. Evan provides objective guidance to retirement plan sponsors and trustees. Partnering with local firms, as well as guiding 401(k) plan 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.

Charlie grew up in Derbyshire, England. From the moment he turned 18, he traded stocks in his own account. However, the remote countryside of England was not enough for Charlie; He moved to the US in 2013 to study in New York City. From there he landed a job working as an accountant for Amazon’s TV division in LA with Media Services. After some time, he left accounting for the investing world and earned his Series 7 and 66 (currently held with LPL Financial) and moved to Michigan.

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.

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.