Member Login

KRISTEN BANKS

American Design Inc

As a Certified Exit Planning Advisor (CEPA®), Kristen Banks is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.

Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.

{custom_meta_description=Kristen Banks - - American Design Inc - Nashville, Tennessee, city=Nashville, display_country=United States, hs_object_source_detail_1=Find A CEPA (May 2025), hs_object_source_label=AUTOMATION_PLATFORM, url_slug=kristen-banks, lname=Banks, hs_object_source_id=enrollmentId:1700227278899;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/Certificates%20of%20Attendance/CEPA%20May%202025/BANKS-KRISTEN-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-2025-MAY.pdf, hs_createdate=1748610200206, cohortium_profile_title=Kristen Banks | CPA / Accountant at American Design Inc | CEPA Connect Member, state=Tennessee, id=28827708256, advisor_type=CPA / Accountant, custom_page_title=Exit Planning Institute - Find a CEPA | Kristen Banks, email=kbanks@rwbaird.com, cohortium_meta_description=Connect with Kristen Banks, a specialized CPA / Accountant working with American Design Inc based in Tennessee., associated_contact_record_id=102343316285, website=rwbaird.com, cepa_certificate_url=https://exit-planning-institute.org/hubfs/5_Account%20Management/CEPA%20Certificates/CEPA%20May%202025/9278_Banks_CEPA-Certificate-2025-May.pdf, is_editable=editable, url_slug_2=kristen-banks, impersonate_user_url=https://exit-planning-institute.org/member-detail/kristen-banks?impersonation=true, full_name=Kristen Banks, hs_lastmodifieddate=1764932362432, phone=+12707995078, company_name=American Design Inc, name=Kristen, hs_object_id=28827708256, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=53205, status=Published, hs_updated_by_user_id=78050139}
  • Advisor Type: CPA / Accountant
  • Website:
    https://rwbaird.com
  • Phone: +12707995078
  • City: Nashville
  • State: Tennessee
  • Postal Code: 53205
  • Country: United States
  • Designations:
  • Markets Served:
  • Company Name: American Design Inc