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  • Home
  • About Us
    • Meet The Founder
    • Meet The Team
    • Your Financial Matters
  • Services
    • Wealth Management
    • Corporate Executives
    • Investment Management
    • Retirement Planning
  • Resources
    • Friday’s Financial Fitness
    • Weekly Economic Update
    • WealthMap Log-in
    • LPL Accountview Log-in
  • Contact Us
Financial FitnessInvestment Education

GDP Defined

By Dan Langworthy September 25, 2017 No Comments

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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.

Lisamarie Langworthy - Operations ManagerLisamarie 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.

Daniel Langworthy Founder, Financial Advisor and Investment ConsultantDaniel 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!