Fortress Financial Group, LLC (“Fortress”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Fortress and its representatives are properly licensed or exempt from licensure.
Copies of these documents will be mailed upon request.
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Dan has worked in the finance industry for over 25 years. As a graduate of Arizona State University, he earned a Bachelors degree in finance with a specialty in corporate finance. Dan is a Certified Investment Management Analyst (CIMA®) and a Certified Private Wealth Advisor (CPWA®). In his spare time, Dan enjoys golf, water skiing, and traveling.
Cody has worked in the finance industry for over 5 years. As a graduate of Winona State University, he earned his bachelor’s degree in finance and minored in accounting. He has a strong passion for connecting with families to ensure positive financial development & efficient wealth distribution. When Cody is not working, he enjoys playing basketball, softball, golf, and many more social events.
Lisamarie comes to us with 20 years of supervisory experience. She handles human resources, marketing, organization and coordination of the office to ensure everything runs smoothly. When she is not working, she enjoys traveling, golfing and her family.
Debra Pladsen started working as an Administrative Assistant with Dan in 2000, specializing in client service issues as well as maintaining database information. Currently working out of the twin cities area, Debra enjoys being able to connect with clients and answer questions when they arise. Debra graduated with a mathematics degree from Clarke University and in her spare time enjoys running and reading.
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