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.
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.
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!
Ryan offers a broad knowledge with income and tax planning to Secured Retirement clients. As a Financial Advisor, he is highly focused and dedicated to creating and initiating financially sound retirement strategies to meet families’ individual goals. He leads by example with his attention to detail and integrity. His client’s financial education success is his top priority.
He graduated with his degree in Political Science from Regis University and began working at Secured Retirement in March of 2020. In addition, he is an Investment Advisor Representative (IAR) and is life and health insurance licensed. When Ryan is not busy helping clients to retire confidently, he spends his time with his first love, family; his wife Carrie and their two children Abby and Luke. When not meeting with clients, he is busy on the sidelines coaching his children’s sports teams, cheering on his favorite Minnesota teams, or swinging a golf club.
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.
Josie is a driven young professional armed with a bachelor’s degree in Public Relations, a minor in Marketing, and a Certificate of Advanced Spanish from Northern Michigan University. She moved to Minnesota in May and began as a Marketing Outreach Advisor at Secured Retirement in October of 2023. Josie has a knack for curating compelling digital campaigns and an adeptness in multimedia design using the Adobe Suite software. These skills stem from her previous roles in sales, marketing, and public relations.
Her experience goes beyond the digital realm; Josie’s grit was honed during her transformative summer as a door-to-door sales representative in Denver, Colorado. She not only generated substantial revenue but also fostered robust customer relationships. Josie’s journey, marked by hard work and diverse experiences, extends to her five years in the hospitality industry as a server, where she learned the value of dedication and the art of connecting with people, eventually leading her to meet her current employer.
Beyond her professional tenacity, Josie embraces an active lifestyle, finding solace in weightlifting, outdoor adventures like rock climbing and skiing, and indulging in her love for photography. A fervent lover of TV shows and movies, she reserves her Sundays for church, upholding her faith, and cherishing her beloved mini–English Bulldogs, Izzy and Bella, who remain back home with her parents in MI. Josie’s unwavering spirit and wealth of experiences encapsulate her as a dedicated professional and a compassionate individual.
Meet Amy, a native of Anoka who now calls Minnetonka home. She is a proud alumna of the University of St. Catherine, where she honed her skills and developed a passion for client management. Amy’s professional journey has been marked by diverse executive assistant positions, notably contributing to the government affairs department of a major healthcare provider during a period of healthcare reform. With a track record of successfully managing teams of 50 or more employees, Amy is driven by a commitment to excellence and fostering positive working environments.
Beyond the workplace, Amy finds joy in a multitude of activities. From crafting and cycling to reading and traveling, she embraces a life filled with diverse interests. Amy is not just a professional powerhouse; she also dedicates time to reformer Pilates, learning new software programs, and cherishing moments with family and friends. Looking forward, Amy is excited about continued growth in her career, while maintaining a healthy work-life balance.
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.
Dominique is a dedicated and motivated professional with over twenty-five years of Financial Industry experience. Since starting with Secured Retirement as a Client Service Specialist in 2022, Dominique ensures exceptional customer satisfaction by providing efficient and personalized support, resolving inquiries, and maintaining positive client relationships. In addition, Dominique holds her Life and Health Insurance license and helps prepare taxes for clients.
Dominique is originally from Saint Paul and currently lives in Bloomington. She graduated in 1996 from the University of Minnesota with a Bachelor of Science. She raised two children and now has four grandchildren and one cat that she enjoys spending time with. In her free time, she enjoys reading, traveling, and riding her scooters!
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.
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.