Your IMA Private Wealth Team


Client Service Representative

Phyllis is a Client Service Representative with IMA Private Wealth in our Wichita office. In her role, Phyllis works alongside IMA Private Wealth Advisors to assist with all client support needs ranging from onboarding, insurance planning, portfolio monitoring, and facilitating communication between the clients and their individual advisor.

Phyllis’ professional background includes 20 years with BANK IV Kansas; 15 years of that time she served as Executive Assistant in the bank’s Treasury and Portfolio Management Division. She holds the State registration Series 65.