With over ten years of experience in the financial industry, Jake’s knowledge is a key component to helping provide clients with the retirement of their dreams. With his role as a Financial Advisor, Jake is driven to help turn clients’ wishes and goals into reality throughout their retirement. He attended school at the University of Minnesota, Duluth, and graduated with a degree in Finance. Jake’s experience in wealth management includes roles such as Trust Investment Advisor at a large national bank, Investment Manager, and Financial Advisor roles with independent RIAs. Jake’s vast experience in financial planning and investments ensures he can provide his clients with the utmost service.  He is both a CFA Charterholder and a Certified Financial Planner.

Outside of work Jake enjoys various outdoor activities, including golfing, running, biking, and snowboarding with friends and family.  He has ridden down mountains in California, Utah, Idaho, and Colorado. Jake also enjoys playing guitar and learning new songs.

Jack is dedicated to helping clients pursue their financial goals and build confidence in their retirement plans. A graduate of North Dakota State University, Jack began his career in personal banking and client services, where he developed a strong foundation in client relationships and financial guidance.

Originally from Andover, Minnesota, Jack is currently pursuing his insurance license and plans to obtain his Series 65 designation to further expand his ability to serve clients. Outside of work, he enjoys spending time with family and friends, cheering on Minnesota sports teams, and golfing whenever he can.

Kendyll was born and raised in Minnesota. She graduated from the College of Saint Benedict in 2018 with a Bachelor’s degree in individualized Social Science Secondary Education. Kendyll thrives on being a part of the team and finds joy in being a friendly face when you walk into the office. In the years since graduation, Kendyll has moved to the suburbs of Minneapolis and has continued to pursue Customer Service focused roles in her professional career, and is currently
developing her at-home bakery as a Cottage Food Producer.

Kendyll enjoys spending time with her friends and family cooking, baking, attending music concerts, and traveling. She also enjoys writing, and you can always catch her with a good
book. Within the next three years, she plans to finish writing and publish a book of her own.

With over 20 years of marketing experience, Jen plays a key role in telling Secured Retirement’s story and connecting with clients at every stage of their financial journey. She specializes in strategic planning and the development of integrated marketing campaigns that create meaningful, high-quality experiences for clients.

Jen is passionate about building strong relationships and thrives in collaborative environments where she can help drive growth and achieve shared goals.

Outside of work, Jen enjoys traveling and makes annual trips to visit family and friends in Idaho and Michigan. She lives in Robbinsdale with her boyfriend, Sean, his daughter, Norah, and their Boston Terrier, Bella, spending weekends relaxing and enjoying time together.

With a decade of experience as a Senior Executive Administrative professional, Cynthia plays a pivotal role in ensuring organizational efficiency at Secured Retirement.

Cynthia’s focus on time management and process development creates structure and accountability within the firm. Her expertise in systems development and workflow efficiencies plus a proactive problem-solving approach ensures smooth operations and supports the team in
achieving long-term goals.

Cynthia holds a B.S. in Communications and is dedicated to fostering collaboration and building strong, streamlined processes that help both clients and colleagues achieve success. Outside of work, Cynthia is a travel/outdoor enthusiast and avid reader, bringing balance and perspective to both professional and personal life.

With a background in financial operations and compliance, Christine oversees the operational backbone of our firm. She specializes in technology, trading, and system improvements, ensuring that our team operates with the highest efficiency and professionalism to support your financial journey.

Christine graduated from University of St. Thomas with majors in Marketing and Spanish. She later earned her Master of Business Administration from Hamline University.

Outside of work, Christine has a passion for travel and loves taking long road trips, especially when they involve visiting National Parks. She has set a personal goal to visit all of them within the next 10 years. An avid reader, she enjoys reading more than 100 books each year.  Christine values time with her family and enjoys spending it with her husband, Bill, their three children—Porter, Finnegan, and Annabelle—and their dogs, Summit and Stella.

Henry was born and raised in New Brighton, Minnesota. He graduated from the College of Saint Scholastica in 2024 with a Bachelor’s degree in Finance and a minor in Data Analytics. During his time in college, Henry played football all four years, where he developed a strong appreciation for teamwork, discipline, and attention to detail, qualities he now brings to delivering an excellent client experience.

Henry has obtained his Minnesota Life and Health insurance license, as well as his Series 7 and Series 66 licenses. He is currently working toward becoming a Financial Advisor and pursuing his CFP® designation to further expand his expertise and better serve his clients.

Outside of work, Henry enjoys following Minnesota sports, golfing with friends, and spending time at his family cabin on Lake Big Sandy. Whether it’s wake surfing in the summer or snowmobiling in the winter, he values time outdoors and making memories with family and friends.

With more than 20 years of executive support experience, Jenny Gilles is a seasoned Executive Assistant known for her organizational expertise, strategic mindset, and unwavering commitment to operational excellence.

Jenny excels at anticipating needs, streamlining processes, and creating structure that enables our CEO to focus on strategic priorities. Jenny is skilled at managing competing priorities, driving clarity, and ensuring seamless day‑to‑day operations in a dynamic environment. Her leadership in optimizing workflows, enhancing communication channels, and improving executive office efficiency has played a key role in supporting organizational success.

Jenny has a B.S. in Business Administration from Metropolitan State University, A.S. in Accounting and A.S. in Business Management from Century College. Outside of work, Jenny enjoys going camping in northern Minnesota, baking, spending time with friends and her large family, and is an avid reader. She lives in Maple Grove with her rescue two cats, Nala and Leo.