We Help People Retire With Confidence through expert investment management and comprehensive financial Planning
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The Fortress Difference: We Simplify The complex, We listen to understand and we genuinely care
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![Headshot of Dan]()
Dan Langworthy
FOUNDER | SENIOR ADVISOR
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![Headshot of Cody]()
Cody Schaefer, CFP®
LEAD ADVISOR
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![Headshot of Jack]()
Jack Zinser
ASSOCIATE ADVISOR
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![Headshot of Aidan Ryan]()
Aidan Ryan
ASSOCIATE ADVISOR
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![Headshot of Jake Hagen]()
Jake Hagen
ASSOCIATE ADVISOR
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![Headshot of Lisamarie]()
Lisamarie Langworthy
DIRECTOR OF OPERATIONS
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![Headshot of Deb]()
Deb Pladsen
CHIEF COMPLIANCE OFFICER
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![Headshot of Caity]()
Caity Kessel
CLIENT SERVICE ASSOCIATE
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![Headshot of Luke]()
Luke Kroeplin, CFP®
STRATEGY & PLANNING MANAGER
The Fortress Proven Process:
1. Introductory Call
2. Discovery Meeting
3. Implementation Meeting
4. On-going Guideance
Connect with us to discover if we are a good fit for your financial planning needs.
IT ALL STARTS HERE ➡️
Our Promise
We are committed to acting with integrity and always putting your interests first.
From The Fortress Blog:
New Release: Retire And Thrive
Learn the 7 Lessons that open the door to live with meaning and purpose
Tap into financial freedom so you have the courage to pursue your dreams
Clarify your bigger future so you can live your ideal lifestyle in retirement
