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Tax Planning

Joe Lucey, CFP® of Secured Retirement, accepted into Forbes Business Council

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Minneapolis, June 23, 2021 — Joe Lucey, CEO of Secured Retirement, has been accepted into the Forbes Business Council, the foremost growth and networking organization for successful business owners and leaders worldwide.

Joe Lucey was vetted and selected by a review committee based on the depth and diversity of his experience. Criteria for acceptance include a track record of successfully impacting business growth metrics and personal and professional achievements and honors.

“We are honored to welcome Joe Lucey into the community,” said Scott Gerber, founder of Forbes Councils, the collective that includes Forbes Business Council. “Our mission with Forbes Councils is to bring together proven leaders from every industry, creating a curated, social capital-driven network that helps every member grow professionally and make an even greater impact on the business world.”

As an accepted member of the Council, Joe Lucey has access to various exclusive opportunities designed to help him reach peak professional influence. He will connect and collaborate with other respected local leaders in a private forum and at members-only events. Joe will also be invited to work with a professional editorial team to share his expert insights in original business articles on Forbes.com and contribute to published Q&A panels alongside other experts.

Finally, Joe Lucey, CFP®, will benefit from exclusive access to vetted business service partners, membership-branded marketing collateral, and the high-touch support of the Forbes Councils member concierge team.

“I’m excited to join the Forbes Business Council and honored to be recognized and invited into this growing community.”

ABOUT FORBES COUNCILS

Forbes Councils is a collective of invitation-only communities created in partnership with Forbes and the expert community builders who founded Young Entrepreneur Council (YEC). In Forbes Councils, exceptional business owners and leaders come together with the people and resources that can help them thrive.

To learn more about Forbes Councils, visit forbescouncils.com.

Nathan Zeller Joins Secured Retirement

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Secured Retirement is pleased to announce the significant expansion of the portfolio management services offered to their clients.  Chief Investment Strategist Nathan Zeller, Chartered Financial Analyst® (CFA®) and Certified Financial Planner™ (CFP®), recently joined the firm and will oversee the Registered Investment Advisor department.

“I am extremely excited to leverage my expertise and proficiency managing institutional investments exclusively to clients, as well as contribute to the continued growth of the Secured Retirement brand.    SR’s commitment to ensuring each client achieves a tailored retirement plan including personalized investment strategies motivated me to join the team,” announced Nate. 

CEO, Joe Lucey, CFP® stated, “Nate brings over two decades of investment experience including the last 12 years managing trust portfolios at both Ameriprise and US Bancorp.  By adding an internally managed option to the strong externally managed portfolios that we have previously offered we have changed what it means to deliver peace of mind and fiduciary-based planning rarely seen in a firm our size. The caliber of investment management we now offer launches our service to the next level.”

Nathan Zeller’s areas of expertise include portfolio management, asset allocation, security analysis, manager selection, and due diligence.  His investment philosophy is based upon fundamental research to identify overlooked areas of the market and find growing companies selling at a reasonable price.  He also incorporates long-term trends and themes into the investment process.

As the Chief Investment Strategist, Nate focuses his attention on providing sound fiduciary investment management. He leverages his analytical background and extensive experience to construct portfolios tailored to each client’s unique needs.  Nate dedicates himself to ensuring clients achieve their retirement goals and possess peace of mind knowing their assets are properly managed. Nate graduated from the University of Wyoming with a Bachelor’s degree in Electrical Engineering and a Master’s of Business Administration (MBA).  When not studying the markets or digging into companies’ financial statements, he enjoys spending time with his wife, two daughters, and pets.

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Danielle Christensen

Paraplanner

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!