Your IMA Private Wealth Team

SUSAN POOL, CFP®, AIF®

Financial Advisor, Retirement Plan Advisor

Susan Pool is a Financial Advisor and Retirement Plan Advisor at IMA Private Wealth. She has almost four decades of experience in the financial services industry, including 18 years with BANK IV Kansas where she served as Senior Vice President and Manager of the Professional and Executive Banking Groups. 

Susan graduated from Kansas Newman College (Newman University) with a Bachelor’s in Business Administration and History. In addition, Susan is a graduate of the University of Wisconsin at Madison’s Graduate School of Banking and in 2008 earned the Certified Financial Planner (CFP®) designation. She also earned the Accredited Investment Fiduciary (AIF®) designation through Fi360 in 2019. She holds a Series 65 license and Health, Life, and Variable Contracts certifications in the state of Kansas. Susan’s community activities include serving on the board of directors of the Salvation Army and the Wichita Habitat for Humanity.