Steve Case

Steve is dedicated and enthusiastic about assisting his clients. With more than thirty years of experience in the industry, he is a seasoned entrepreneur. His expertise contributes to robust strategic positioning and financial/wealth management. He fosters an atmosphere that enables clients to feel more assured and at ease with their financial decisions.

Steve has successfully completed the Series 7, 63, and 65 exams held through LPL Financial and possesses Life and Health insurance licenses in Michigan, Ohio, North Carolina, and several other states.

Steve enjoys skiing, wake surfing, fishing, hunting, and spending time with his wife, Sandy, and their five children.