Phyllis Turkle is a Client Service Representative with IMA Wealth, Inc. in our Wichita office. In her role, Phyllis works alongside IMA Wealth’s 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 65.