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.
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.
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.
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.
JT has over three years of experience in financial services, specializing in 401(k)-focused retirement planning and client service. At Fidelity Investments, he excelled as a Workplace Planning Consultant and High Net Worth Associate. In these roles, he partnered with specialists to develop personalized investment strategies and enhanced retirement income plans. He also honed his skills in financial education and client engagement. JT holds a Series 66 license and a Bachelor of Arts from St. Olaf College, with a focus on Religion/Religious Studies and China Studies, including a year abroad in Shanghai. Outside of his professional pursuits, he enjoys exploring new cultures and languages. In his personal time, he values spending time with his girlfriend, Temi, and is also a member of an adult rugby club.
I’m a passionate training and development advocate with a strong background in sales across a wide range of industries. One of my greatest strengths is building genuine relationships, whether with clients, colleagues, or team members. I thrive in environments where there’s a clear vision, defined goals, and a shared commitment to success.
Helping people grow, develop, and achieve their goals is what drives me—there’s nothing more rewarding than seeing someone hit a milestone and knowing you played a part in that journey. Whether it’s leading a training session or coaching one-on-one, I bring energy, empathy, and real-world experience to the table.
Outside of work, I’m all about family, sports, and the outdoors. I love spending quality time with my wife and two kids, and when I’m not with them, you’ll probably find me playing pickleball or tapping into the competitive spirit I developed during my college baseball days. Competitive spirit, team mindset, and a love for growth—that’s what I’m all about
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!
