Who We Are

Actionable Guidance Designed for Real Life

At Apex Wealth Management, we started with the simple belief that people deserve straightforward, friendly financial guidance from a team that truly knows them. We’re proud Oklahomans who believe financial planning should feel personal, not pressured. Our team takes the time to listen, talk things through, and explain it all clearly. The result is a custom, income-focused plan that helps you feel comfortable today and prepared for whatever comes next.

Building Portfolios That Match Your Story

At Apex, we don’t rely on templates. Every portfolio is designed around your goals, risk tolerance, and lifestyle. Whether you’re preparing for retirement or already living it, we focus on aligning your investments with dependable income and growth strategies—so your money reflects the life you want to live today and tomorrow.

Smart Tax Strategies For Real-Life Impact

Taxes touch every part of your wealth. That’s why we make tax-intelligent planning part of every strategy, from income distribution to investments. By looking ahead and weighing options carefully, our team helps reduce surprises, protect retirement paychecks, and give you clearer choices for how to use your money.

A Team That’s With You Through It All

At Apex, planning is never a one-person job. Our collaborative team brings different strengths to the table, giving you clear answers, consistent support, and guidance you can count on. Most importantly, we develop true friendships. We are always approachable and ready to help with life’s opportunities and challenges.

The Values That Set Us Apart

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 our foundation of success.

Truly Custom Portfolios

Your plan and portfolio are tailored—not templated—so your plan aligns with your long-term income goals, risk tolerance, and desired lifestyle.

Income-Driven Strategies

We prioritize a goal of creating a reliable monthly income so clients can live the way they want without second-guessing markets or headlines.

Tax-Smart At Every Step

Thoughtful, proactive tax decisions help you keep more of what you earn and spend it where it matters.

Team Based Guidance

You’ll always reach a real person who knows you, answers straight, and helps with life’s big opportunities, challenges, milestones and plans.

An Ensemble Of Experience And Care

Jeffrey L. Dodson

Vice President, Registered Representative, Cetera Wealth Services, LLC

(405) 842-2720

jdodson@apexokc.com

Jeff Walls

Registered Representative, Cetera Wealth Services, LLC

(405) 842-2720

jwalls@apexokc.com

Daniel Heaton

Registered Representative, Cetera Wealth Services

405-842-2720

405-842-2726

dheaton@apexokc.com

Mandy Hayes

Investment Client Manager, Cetera Wealth Services, LLC

(405) 842-2720

mmcatee@apexokc.com

Charles David Wallin

Registered Representative, Cetera Wealth Services, LLC

(405) 842-2720

dwallin@apexokc.com

J. Michael Entz

Registered Representative, Cetera Wealth Services, LLC

(405) 842-2720

mentz@apexokc.com

Ray Young, CPA

Tax Counsel and CFO of Apex Wealth Management

(405) 842-2720

ryoung@coxinet.net

Jeffrey Burton

Registered Representative, Cetera Wealth Services

405-842-2720

jburton@apexokc.com

Turn Your Savings Into A Retirement Paycheck

We’ll help you figure out where you stand, what’s possible, and how to create income you can rely on, so you can live the retirement lifestyle you dream of.

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What To Expect When You Work With Apex

Apex gives advisors true independence. The freedom to make decisions that are best for their clients, not a parent company. You’ll have autonomy to receive custom, income-driven plans while still benefiting from a collaborative team that shares your commitment to doing what’s right.
We understand the people and businesses that make Oklahoma thrive. Our advisors bring extensive personal and professional experience, many holding advanced designations and licenses to offer comprehensive financial solutions that help clients feel confident about their income, goals, and future.
You’ll never face financial decisions alone. Our team works together to answer questions, explain options clearly, and create strategies that fit your life. You will always know where you stand and what comes next..
Our advisors have access to a broad platform of investment, insurance, and planning resources, allowing them to design truly custom, income-focused solutions for every client.
We start by understanding your lifestyle and goals, then design income-focused, tax-smart strategies built around your life—not a template. You’ll always work with a team that knows you and puts your needs first.

Our Services

Custom portfolios, income-driven strategies, and tax-smart planning designed to fit your lifestyle and long-term goals.

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Our Approach

A straightforward, team-based process that turns goals into action and builds lasting clarity for what your future holds.

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Contact Us

Reach out to a friendly, local team who listens first and helps you live the life you love.

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