Corporate Executives

Determining when to exercise your options and what options to exercise can be overwhelming. As an executive who has been granted various equity awards (stock options, RSU’s, restricted stock), putting together an overall strategy can be challenging.

Schedule A Call With Dan

With over 25 years of experience, Dan Langworthy has worked with executives from small start-ups to Fortune 1000 companies. Utilizing the latest technology, Dan works with executives to develop an overall plan that focuses on risk reduction and tax efficiency.

What Sets Us Apart

Unlike other wealth management firms, Fortress Financial combines equity compensation award expertise with exclusive, technology-based Equity Performance Formulas to provide custom, sound Equity Award Strategies for executives.

Watch The Video

Watch Dan's three part series on employee stock options...

Understanding Your Company-Issued Stock Options

When Should I Exercise My Options?

Technology Used to Value Options

Sara Carlson

Customer Service Associate

Sara joins our team after spending many years in the hospitality industry. Most recently, Sara had the  role of General Manager opening and managing one of Rochester’s newest hotels. Prior to that, she was  the Director of Operations for a 5-star hotel in Rochester where she had the pleasure of serving clients  from all over the world. Sara grew up in Rochester and now enjoys raising her own children in our  beautiful community. Outside of work, Sara enjoys time with her four children, gardening, live music  and biking.

Debra Pladsen

Administrative Assistant

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.

Daniel Langworthy

Founder, Investment Consultant

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.

Schedule a call with Dan today!