Nancy is a Client Service Representative with IMA Private Wealth in our Wichita office. Nancy works alongside IMA Private Wealth Advisors to assist them with all client support needs ranging from client account set up and monitoring, insurance planning, portfolio monitoring, and facilitating communication between the clients and their individual advisor.

Nancy has an extensive investment background. Prior to joining IMA Private Wealth, she was Portfolio Administrator and Compliance Officer for Coe Financial Service, Inc. Her previous experience also includes serving as Financial Advisor for PaineWebber (now UBS) and as a Trust Officer for Southwest National Bank. She received an Associate’s degree from Hutchinson Community College and holds the State registration Series 65 and the following lines of authority in the state of Kansas: Life.