Client Services Representative
Phyllis joined IMA Wealth in 2002. She has more than 36 years of experience in the financial services industry. Her 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. Phyllis holds the Series 65 examination for Investment Adviser Representatives.
Office: 316-266-6545 | firstname.lastname@example.org