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.