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Taylor HerbstClient Development Specialist

Experience

Taylor Herbst is a client development specialist for HK Financial Services, Inc. (HKFS). Taylor serves as a strategic advisor to our CPA affiliates, assisting with the identification of financial services opportunities and expanding wealth management relationships with clients. Once an opportunity has been identified, he serves as a trusted partner with the CPA to develop a tailored client-specific approach to introduce the partnership of the CPA firm and HKFS.

Taylor is a licensed accident, health, life and variable insurance agent.

Credentials

Series 6, 63 and 65 securities licenses

Education

B.A. in health science, University of Iowa, Iowa City, IA.

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