Former VP of Finance at Franchise Company“I don’t worry about training inexperienced auditors with Windham Brannon. Their team is experienced, solutions-driven and easy to work with. Their team is also consistent from year to year, so I don’t spend time retraining them on our business and processes.”
Kristi has been with Windham Brannon since 2000. She specializes in complex tax compliance and planning for high net worth individuals, including privately held businesses, estate and gift planning, foundations, and trusts. She enjoys building relationships with her clients and providing them with comprehensive financial planning analysis.
Prior to joining Windham Brannon, Kristi received seven years of private industry experience at SunTrust Bank. As a Trust Officer at SunTrust, Kristi was responsible for the tax compliance and planning for approximately 400 trusts. In this capacity, she also assisted with investment and tax planning for high net worth individuals.
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