OUR TEAM

David Wernli, CEP^®
Advisor, Founder & CEO of W Investments

Phone: 316.320.2020
Email: david.wernli@lpl.com

David understands how important perspective is for people preparing to retire. A veteran financial planner and former planner for Dean Witter, David left the corporate world to focus his skills and make a bigger impact in the lives of others.
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David Wernli, CFP^®
Advisor, Founder & CEO of W Investments

Phone: 316.320.2020
Email: david.wernli@lpl.com

David understands how important perspective is for people preparing to retire. A veteran financial planner and former planner for Dean Witter, David left the corporate world to focus his skills and make a bigger impact in the lives of others.
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Andrew Tipton, CFP^®
Financial Planner and Advisor

Phone: 316.320.2020
Email: a.tipton@lpl.com

Andrew learned the value of hometown service growing up in El Dorado, and embodies that understanding through the service he provides clients.
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Andrew Tipton, CFP^®
Financial Planner and Advisor

Phone: 316.320.2020
Email: a.tipton@lpl.com

Andrew learned the value of hometown service growing up in El Dorado, and embodies that understanding through the service he provides clients.
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J. Chris Sexton
Financial Advisor

Phone: 316.320.2020
Email: chris.sexton@lpl.com

I was once asked to describe my life in 5 words or less so with limited time I came up with Authentic, Transparent, Enthusiastic, Resourceful, and Loyal. As an established advisor those characteristics have guided …
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J. Chris Sexton
Financial Advisor

Phone: 316.320.2020
Email: chris.sexton@lpl.com

I was once asked to describe my life in 5 words or less so with limited time I came up with Authentic, Transparent, Enthusiastic, Resourceful, and Loyal. As an established advisor those characteristics have guided …
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Jayme Grange
LPL Registered Administrative Associate

Phone: 316.320.2020
Email: jayme.grange@lpl.com

Born and raised in El Dorado, Jayme graduated from the University of Kansas with a degree in communications…
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Jayme Grange
LPL Registered Administrative Associate

Phone: 316.320.2020
Email: jayme.grange@lpl.com

Born and raised in El Dorado, Jayme graduated from the University of Kansas with a degree in communications…
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Melissa Vinson
Client Services Associate

Phone: 316.320.2020
Email: melissa.vinson@lpl.com

Melissa is Director of First Impressions at W Investments where she enthusiastically embraces her role by greeting everyone who walks through the door with kindness and a smile…
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Melissa Vinson
Client Services Associate

Phone: 316.320.2020
Email: melissa.vinson@lpl.com

Melissa is Director of First Impressions at W Investments where she enthusiastically embraces her role by greeting everyone who walks through the door with kindness and a smile…
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Lindsey Deegan
Branch Operations Manager

Phone: 316.320.2020
Email: lindsey.deegan@lpl.com

Lindsey grew up in Heston, KS where she fell in love with small town atmosphere. She sees her position with W Investments as an excellent opportunity to begin putting down roots…
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Lindsey Deegan
Branch Operations Manager

Phone: 316.320.2020
Email: lindsey.deegan@lpl.com

Lindsey grew up in Heston, KS where she fell in love with small town atmosphere. She sees her position with W Investments as an excellent opportunity to begin putting down roots…
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Louie Tipton
Administrative Associat

Louie Tipton is proud to call El Dorado home, and she brings that hometown spirit to her work every day at W Investments. As an Administrative Associate, Louie plays a key role in ensuring the firm runs smoothly and clients receive exceptional service.
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Louie Tipton
Administrative Associate

Louie Tipton is proud to call El Dorado home, and she brings that hometown spirit to her work every day at W Investments. As an Administrative Associate, Louie plays a key role in ensuring the firm runs smoothly and clients receive exceptional service.
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David Broome

David serves as our Chief Financial Officer, where he supports the growth and optimization of our practice. David holds two Bachelor of Science degrees in Accounting and Finance, as well as a Master of Accountancy degree from the University of North Carolina in Charlotte, NC. He is also a licensed Certified Public Accountant in North Carolina since 2015
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David Broome

David serves as our Chief Financial Officer, where he supports the growth and optimization of our practice. David holds two Bachelor of Science degrees in Accounting and Finance, as well as a Master of Accountancy degree from the University of North Carolina in Charlotte, NC. He is also a licensed Certified Public Accountant in North Carolina since 2015
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