Our Firm
APEX Financial Group began in 1987 as Hennings Financial Inc, founded by Barbara Hennings, Kent Hennings’s mother. Since its inception, we have proudly served the Cedar Rapids community. The Mount Vernon Investment Center was first started within Mount Vernon Bank and Trust Co in Mount Vernon, Iowa in the early 1990s’. Shelly Woodley has independently operated the Mount Vernon Investment Center since 2013. In 2023 the two firms began a merger, and we are excited to expand our services and resources to better serve our clients.
Our goal is to align each client’s portfolio with a strategy that balances opportunity and protection – no matter what the markets are doing.
Successful investing isn’t just about capturing growth – It’s about managing downside risk so clients can stay invested for the long term.
Our disciplined risk-management process is designed to:
- \Reduce portfolio volatility
- \Mitigate the impact of severe market downturns
- \Promote steadier long-term performance
- \Support confidence during uncertain markets
Take control of your financial future today.
Connect with APEX Financial Group/Mount Vernon Investment Center to see how our disciplined riskmanagement process supports your long term goals.