Marty Ruby, FSA

Martin Ruby, FSA is CEO of Stonewood Financial and one of the country's leading experts on tax-efficient retirement income strategies. A noted author and public speaker, Martin wrote The No-Compromise Retirement Plan, which experts have praised for its eye-opening discussion on saving in today's market and tax environments. An actuary and respected business leader, Martin has served in senior leadership positions in the financial and insurance industry, and brings his background in risk management to today’s top financial concerns for savers.

Becky Swansburg

Becky Swansburg did not set out to become an author or an expert on retirement saving. With a background in communication and government, she spent her early career working in Congress and the White House, assisting government leaders with some of the most pressing issues facing our nation. Becky’s work on tax policy and America’s savings habits turned her attention toward the urgent needs of today’s retirees. Becky brings her policy background and extensive communication knowledge as author of The No-Compromise Retirement Plan.

Joe Lucey

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! Disclosure: Advisory services offered through Secured Retirement Advisors, LLC. Secured Retirement Advisors is registered as an investment advisor with the state of Minnesota.  Secured Retirement Advisors only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Insurance services offered separately through Secured Retirement Associates, LLC, an affiliated insurance agency. We do not provide, and no statement contained herein shall constitute, tax or legal advice. You should consult a tax or legal professional on any such matters. This information is intended for educational purposes only. It is not intended to provide any investment advice or provide the basis for any investment decisions. You should consult your financial adviser prior to making any decision based on any specific information contained herein. By submitting your contact information, you consent to be contacted in the future regarding retirement income strategies that utilize insurance and investment products.