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Led by CERTIFIED FINANCIAL PLANNER® professional Joe Lucey, our team of retirement planners in Minneapolis is here to help you retire without sacrificing your lifestyle. As retirement planners, we know how important it is to really get to know you and your family. After all, it’s YOUR dream retirement.
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, 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, Investment Adviser Representative (IAR) and is life and health insurance licensed. Additionally, Joe is a fiduciary advisor and an Ed Slott Master Elite IRA Advisor.
Joe is author of “Building Retirement Now: Your Secured Retirement Blueprint™ From Planning and Design to Execution”, and “Retiree’s Social Security Guide: Your Blueprint to Maximize Mailbox Income,” with a third book coming soon “New Tax Secrets.” Joe is also the host of the popular radio show “The Secured Retirement Radio” on News Talk AM 1130 and a frequent guest on “Secured Retirement TV”. Joe’s also been featured in The Wall Street Journal and MarketWatch.
Joe is a Marine Corps veteran, husband, father and proud resident of the Minneapolis Twin Cities!
Patty is the co-founder of Secured Retirement and joined the day-to-day operations in 2008. Together with her partner and husband Joe they have grown Secured Retirement into one of Minnesota’s top financial firms. They pride themselves on creating a place where team means family and where customer excellence is a priority.
As a Secured Retirement leader, Patty leads the office by example, helping others. She is flexible and always willing to support whatever role she can. She is dedicated to the success of others and the clients that she serves.
Patty approaches every obstacle with strength and integrity. In 2019 she was diagnosed with Breast Cancer. She recognized that although she was very experienced in Health Care Planning and Legacy planning, she now had a different perspective on the peace of mind that financial planning brings, especially in sickness. Cancer chose the wrong person when they picked Patty. She kicked cancer to the curb, all the while leading the office move and renovation.
Patty’s pride and joy are her family, her husband Joe, and son Gavin. She enjoys being with friends and buzzing around Lake Minnetonka in their boat. When she is not boating, she is a chauffeur enjoying life as a hockey mom.
Dylan’s informative consultation process focusing on education provides his clients security as they transition into and through retirement. He prides himself on building client relationships and providing best-in-class customer service to all the clients he works with. His role as a Financial Advisor is driven by results and he works hard to get the job done.
Dylan graduated from Minnesota State University with a degree in Financial Planning and Insurance with a minor in Business Administration. He is an Investment Advisor Representative (IAR) and is Life and Health insurance licensed. Dylan loves to lead an active lifestyle; he plays softball, baseball, and golf. He also can often be found cheering on his favorite Minnesota sports teams. He is an animal person, with one dog named Layne, and one cat named Jerry Cantrell. In his spare time, he enjoys spending time with his wife Taylor and their two young children Ada, who is one and a half, and Earnest, who is just two months old.
As a Financial Advisor with Secured Retirement, Bradford is passionate and driven to help clients understand financial wellness for their long-term planning success. Bradford graduated from the University of St. Thomas in 2020 with a degree in Finance with a minor in Data Analytics and began with Secured Retirement shortly thereafter. He brings hands-on experience from the banking and financial planning fields. He is an Investment Advisor Representative and is Life and Health Insurance licensed.
In his spare time, Bradford enjoys spending time outdoors hiking, boating, and fishing. Bradford prioritizes spending time with his family and friends and when he is not busy outdoors, he is cheering on his favorite Minnesota Sports teams.
Nate Zeller, CFP®, CFA®, is responsible for the overall investment management and strategy for Secured Retirement, including portfolio construction, analysis, and trading. Nate has over two decades of investment management experience. Previously he held leadership positions with Ameriprise and US Bank, working with affluent and high net worth clients throughout the country.
Nate received his B.S.E.E. in Electrical Engineering and a Masters in Business Administration (M.B.A.) from the University of Wyoming. He is a CERTIFIED FINANCIAL PLANNER™, holds the Chartered Financial Analyst® designation and is a member of the CFA Society of Minnesota.
Nate lives in Chanhassen with his wife and two daughters and is a self-proclaimed IPA connoisseur. He and his family enjoy spending time with their dogs and being outdoors hiking, biking, golfing, and skiing.
Tony previously spent five years working on the IRA desk of a large insurance company and is our in-house 401k expert. His broad collection of experience has led him to the focus of retirement planning. His background in mortgage financing and the personal banking sector has helped generate a broadly informed financial perspective with which he approaches every client relationship.
Tony graduated from the University of Phoenix with a focus in Business Administration and began working with Secured Retirement in 2021. He is an Investment Adviser Representative (IAR) and is life and health insurance licensed. Tony lives in Bloomington with his wife of 20 years and their 15-year-old daughter. He enjoys spending time travelling with his family, and is often active outdoors hiking, biking, skiing, and being a bit of a motorhead.
Connor graduated from the University of South Dakota with a bachelor’s degree in Marketing. He moved to Minnesota and began working in Marketing Outreach for Secured Retirement in October of 2023. During his time in South Dakota, Connor honed his skills and passion for customer service and communication in the hospitality industry. For eight years, he worked at his family’s beloved restaurant, Ode to Food and Drinks. Starting as a busboy and working his way up to Front of House Manager, Connor gained valuable experience serving and bartending, making him adept at understanding and connecting with people from diverse backgrounds.
Outside of work, Connor enjoys dedicating his free time to the things that matter most: spending quality moments with friends and family and cheering on his favorite sports teams. With a Shih Tzu-Bichon by his side, Connor also knows the importance of unconditional love and companionship. Currently, he is further expanding his professional expertise by actively pursuing level 1 Sommelier certification.
Kelly offers twenty years of experience as a Senior Executive Administrative professional. She is credited by the University of Minnesota for organizational effectiveness. As the Director of Executive Operations at Secured Retirement, Kelly is a supportive leader who provides efficient processes and creates organizational systems.
Kelly is originally from the Minneapolis area. She is married with two children and enjoys attending their hockey and golf activities. When they have downtime in the summer, they like to visit their Michigan home on Lake Huron.
Austin is from Fort Myers Florida and comes from a family background of the financial world with his dad being a private wealth advisor back home. After high school, Austin attended the University of South Florida for biochemistry, before he decided he’d rather learn more about the business by pursuing work in the industry.
He moved to Minnesota and began working at a local insurance firm learning the insurance side of the business and furthering his client service experience before starting work at Secured Retirement. Prior to exploring the financial industry, Austin honed his skills and passion for customer service and communication in the hospitality industry. For Five years, he worked at various fine dining restaurants, and gained valuable experience serving and bartending, making him adept at understanding and connecting with people from many different diverse backgrounds.
Outside of work, Austin enjoys exploring the outdoors of Minnesota and the many hiking trails and national parks that the state has to offer. He also enjoys reading and writing whether that be fiction, non-fiction, or various philosophy books. Currently Austin is further expanding his professional expertise by actively studying for numerous industry certifications.
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.
Edgar has a passion for helping clients with their financial goals in any way he can. In the role of paraplanner, Edgar has more than enough knowledge to aid the Secured Retirement team with all retirement planning needs. He graduated from Oregon State University with a degree in Finance and a minor in Economics. After school, Edgar furthered his education by obtaining his Series 66 as well as Life/Health Insurance licenses. Before moving to Minnesota, Edgar spent five years working as a Wealth Advisor back home in Oregon.
Outside of work, the most important things for Edgar are his family, friends, and wife. Together, him and his wife enjoy cheering on their alma matter Oregon State Beavers in all their sporting events. They stay busy with their newly adopted cats Simba and Spice, who keep life interesting. Edgar also enjoys playing a round (or several) of disk golf.
Danielle is dedicated to serving clients to achieve their retirement goals. As a Paraplanner, Danielle helps the advisors with the administrative side of preparing and documenting meetings. She is a graduate of the College of St. Benedict, with a degree in Business Administration and began working with Secured Retirement in May of 2023.
Danielle is a lifelong Minnesotan and currently resides in Farmington with her boyfriend and their senior rescue pittie/American Bulldog mix, Tukka. In her free time, Danielle enjoys attending concerts and traveling. She is also an avid fan of the Minnesota Wild and loves to be at as many games as possible during the season!
