Meet the professionals who can help you Pursue Your Goals

We help individuals and families work toward achieving their ideal retirements.

Meet The Team

The team behind Secured Retirement Financial is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.


Joe Lucey, CFP®, RFC®

Joe uses his 50,000-plus hours of experience to tailor sound, effective and comprehensive retirement solutions for his clients.

As the leader of Secured Retirement Financial, Joe works tirelessly to ensure his firm adheres to his vision of providing clients with a top-tier experience, from planning to execution. To do this, he leverages his vast managerial experience, as well as a number of industry certifications, including, CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Registered Financial Consultant (RFC®) and Investment Adviser Representative (IAR). Additionally, Joe is a fiduciary advisor, a member of the National Ethics Bureau and an Ed Slott Master Elite IRA Advisor.

Joe is also the author of “Retiree’s Social Security Guide: Your Blueprint to Maximize Mailbox Income” and the host of the popular radio show “The Secured Retirement Hour” on News Talk AM 1130. He's also been featured in The Wall Street Journal and MarketWatch.

Joe is a Marine Corps veteran, husband, father and proud resident of the Twin Cities!


Dylan Malberg



Eric Swift

Financial Advisor


Sam Andrews

Financial Advisor, CRPC


Lori Becker

Service Specialist


Madi Hutchings

Office Administration and Reception Specialist


Penne Swenson

Event and Outreach Coordinator


Ready to Take The Next Step?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 952.460.3260