Home | Mount Vernon Investment Center

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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Retirement Accounts When You Change Your Job

This video discusses issues related to your retirement accounts when you move on from your job.

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"An investment in knowledge pays the best interest." - Benjamin Franklin

Our Process

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

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Our History

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

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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

Financial Advisor

319-895-1240

shelly@woodleyfinancial.com

Alexandra Hansen

Client Service Director

319-895-1240

alex@woodleyfinancial.com

Kent Hennings, AIF

Financial Advisor

kent@myapexfg.com

Ray Boyum

Financial Advisor

ray@myapexfg.com

Our Locations

Mount Vernon Glenn Street Office

204 Glenn Street Southeast Suite 2

Mount Vernon, IA 52314

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Mount Vernon Bank Office

206 1st Street Southwest

Mount Vernon, IA 52314

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Download Our Tax Reform Ebook!

There's a lot of confusion around the new Tax Reform and Jobs Act. Luckily, we're here to help. This Ebook will tell you everything you need to know about the biggest tax overhaul in 30 years.