Our Team

MEET THE TEAM

The team behind Michigan Retirement Advisors is made up of qualified financial professionals who are passionate about helping individuals and families pursue their ideal retirements.

STEVEN CASE CFP®, AIF®
President

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.

adam Weiner, CRPC®

Partner

Adam Weiner is passionate about helping people. His appreciation for retirement planning grew on the heels of the 2008 market crash, at which time his parents were just beginning their retirement. In 2016, Adam became a Divisional Vice President for American International Group where he served as a retirement consultant to financial advisors throughout Michigan. Excited to work directly with hard working families, Adam joined Michigan Retirement Advisors in 2018.

Adam has passed the Series 6, 63, and 65 exams all held with LPL Financial and holds life insurance licenses in Michigan, Florida, and Texas. Additionally, he earned his certification as a Chartered Retirement Planning Counselor®. Adam has his Bachelor of Science from the United States Naval Academy.

Adam brings tremendous perspective to our team having served as a Navy SEAL for 14 years. He enjoys reading, writing, exercising, and spending time with wife, Jess, and their three children.


Additional Associates

EVAN PAWLOSKI, AIF®
Sales Associate

ELIZABETH WHITEHEAD
Client Service Specialist

ASHLEY DARGA
Client Services Manager

 

Charlie Pass
LPL Investment Advisor Representative

Julian Bueno

LPL Registered Administrative Associate

 
 

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