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.

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 a comprehensive capability of combining compensation award specialization 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

Kristie Rusert

Customer Service Associate

Kristie Rusert is the newest member of our team, and comes to us with over 5 years of customer service experience. She will be the friendly voice you hear when you call in, and the helpful face you see when you visit the office. Kristie is friendly, courteous, and eager to help you with your client service needs. Kristie graduated from Martin Luther College in 2011, and in her spare time enjoys watching movies, playing board games, 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 Options Advisor (COA), Certified Investment Management Analyst (CIMA®), and a Certified Private Wealth Advisor (CPWA®). In his spare time, Dan enjoys golf, water skiing, and traveling.

Lisamarie Langworthy

Operations Manager

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

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.