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 knowledge 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

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.

Cody Schaefer

Associate Financial Advisor

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.

Debra Pladsen

Director of Operations

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.