Meet the Team Behind Your Financial Plan
Every person at Fortress is here for the same reason: to help you make confident decisions about your money and your future.
We built Fortress to be the firm we’d want for our own families.
I started Fortress because I was tired of watching good people receive conflicted advice, hidden fees, and one-size-fits-all plans. So we built something different: a fee-only fiduciary firm where every recommendation is made in your best interest. No commissions, no products to push, no agendas.
What drives us most is watching someone go from anxious and uncertain to clear and confident. Our team brings together CFP® professionals, specialists, and a client-service team who all share one job: helping you make confident decisions about your money. We listen first, plan second, and never stop advocating for you.
The People in Your Corner
Advisors, specialists, and a client service team who work together on your behalf. Every advisor provides comprehensive financial planning; the areas noted below simply show where each brings added depth.
Showing all 10 team members.
Dan Langworthy
Founder | Senior Advisor
CIMA®, CPWA®
Dan Langworthy
CIMA®, CPWA®Founder | Senior Advisor
FocusComplex wealth & multi-generational planning
Cody Schaefer
Senior Advisor
CFP®, RICP®
Cody Schaefer
CFP®, RICP®Senior Advisor | Advisory Services Manager
FocusTax planning
Jack Zinser
Advisor
CFP®
Aidan Ryan
Advisor
CFP®
Jake Hagen
Advisor
Luke Kroeplin
Strategy & Planning Manager
CFP®
Deb Pladsen
Chief Compliance Officer
Deb Pladsen
Chief Compliance Officer | Client Service Manager
FocusCompliance & client experience
Caity Kessel
Client Service Associate
Noah Kuball
Marketing Specialist
Olivia Beste
Associate
No team members match that filter.
What the Letters Mean
Behind every acronym are years of study, rigorous exams, and a commitment to ethics. Here’s what ours mean for you.
A certification requiring comprehensive exams, experience requirements, and a commitment to a fiduciary code of ethics.
Advanced training in asset allocation, portfolio construction, and investment due diligence.
Specialized training for the complex needs of high-net-worth families, including advanced tax, estate, and legacy strategies.
Specialized training focused on retirement income planning strategies.
Certification marks are owned by their respective standards boards. CFP® and Certified Financial Planner™ are owned by the Certified Financial Planner Board of Standards, Inc. CIMA® and CPWA® are administered by the Investments & Wealth Institute. RICP® is administered by The American College of Financial Services.
The Values That Define Us
These are the values we hire for, hold each other accountable to, and the standard our clients experience every day.
Have a Growth Mindset
We’re always learning, pursuing new certifications, studying evolving tax laws, and refining our strategies so the guidance you receive reflects the very latest thinking.
Treat Everyone with Respect
Every client gets the same attention and care, whether your portfolio is $100K or $10M. You’ll never feel like a number here.
Do the Right Thing
As fee-only fiduciaries, your interests come first, always. No conflicts, no commissions, no exceptions. If something isn’t right for you, we’ll tell you.
No Arrogance
We listen first. Your goals, your concerns, and your life drive the plan, not our egos. We’re here to guide, not to lecture.
Get Stuff Done
When you need something handled, we move. Paperwork filed, accounts transferred, questions answered, with no excuses, no runaround, and no waiting weeks for a callback.
Ready to Work With a Team That Truly Cares?
Schedule a complimentary consultation and discover how our team can help you retire with clarity, not confusion.
Disclosure: Fortress Financial Group is a Registered Investment Advisor. Information provided is for educational and informational purposes only and does not constitute investment advice. Past performance does not guarantee future results. All investments involve risk.