Kristin Bullock-Herman

Kristin Bullock-Herman

Client Service Associate

Personal Profile
Kristin Bullock-Herman is a Client Services Associate who has 16 years of experience in the Financial Services Industry. She is focused on and committed to delivering high quality service to individual clients as they work towards their financial goals.

Additionally, Kristin also helps to plan our Quarterly SFS Investment Summits, oversees investment model creation and modifications. She is a member of internal sub-committees and helps manage various projects throughout the year. She also oversees much of the processes in the individual team’s day to day functionality.

Kristin has always been a local resident and loves this community and how it is evolving. She has volunteered her time at different organizations both within our community and nationally. She is the daughter of a Veteran, and her son is actively serving as a Corporal in the United States Marine Corp.

The summer is Kristin’s favorite time of the year. Outside of the office, she loves to explore nature and enjoys local activities. She likes to travel to new places and trying new recipes, experimenting with different flavors and cuisines, in addition to spending time with her Chihuahua and Frenchie. She is an Iowa Hawkeye fan.

Kristin holds a bachelor’s degree with a double major in Finance and Accounting from Mount Mercy University and named the Outstanding Finance Student of the Year for her graduating class. She also holds the Series 6 and 63 Securities Registrations and is Life and Health Insurance License in the State of Iowa. Kristin also holds the FSCP® Designation.

Education and Honors
Mount Mercy University

  • Bachelor’s Degree in Finance and Accounting Summa Cum Laude

Professional Accreditations

  • Series 6 and 63 Securities Registrations
  • 16 years' financial service industry experience

Interests and Hobbies
Favorite Quote: "Success is walking from failure to failure with no loss of enthusiasm." - Winston Churchill
Favorite Food: Mexican
Favorite Movie: The Blind Side
What Motivates Kristin: Working with clients and seeing results
Favorite Holiday: Thanksgiving! Smoked turkey, mashed potatoes, and family!
Biggest Accomplishment: My family
Bucket List: Write a cookbook
Place to Visit: Italy