Phyllis Turkle is a Client Service Representative with IMA Private Wealth. She works alongside IMA Financial Advisors to assist with all client support needs, including onboarding, insurance planning, portfolio monitoring, and facilitating communication between the clients and their individual Financial Advisor.

Phyllis’ professional background includes 20 years with BANK IV Kansas. She spent 15 years as the Executive Assistant in the bank’s Treasury and Portfolio Management Division. She holds a Series 65 license.