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204 Glenn Street Southeast, Suite 2, Mount Vernon, IA 52314

319-895-1240
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How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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"An investment in knowledge pays the best interest." - Benjamin Franklin

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Our History

Years of experience have prepared us to guide you through life's transitions.

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Our Services

Our Services

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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How We Work

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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Meet Our Team

Shelly Woodley

Shelly Woodley

Financial Advisor

319-895-1240

Alexandra Hansen

Alexandra Hansen

Client Service Director

319-895-1240

Kent Hennings

Kent Hennings, AIF

Financial Advisor

Ray Boyum

Ray Boyum

Financial Advisor

Our Locations

Mount Vernon Glenn Street Office

Mount Vernon Glenn Street Office

204 Glenn Street Southeast Suite 2

Mount Vernon, IA 52314

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Mount Vernon Bank Office

Mount Vernon Bank Office

206 1st Street Southwest

Mount Vernon, IA 52314

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