Kristen Banks, CPA

Kristen Banks joined Robert W. Baird & Co. in 2024 as a Tax Strategist for Baird’s Private Wealth Management Group. Kristen’s role focuses on identifying strategic planning opportunities based on clients’ tax situations.

Before joining Baird, Kristen was responsible for providing tax compliance and consulting services, specializing in Private Client and Not-For-Profit clients at Forvis Mazars, LLP.

Kristen received her bachelor’s degrees in Accounting and Economics from Western Kentucky University, and she is a Certified Public Accountant with the Tennessee State Board of Accountancy.