Kristin Anliker, CPA

Kristin Anliker brings over 20 years of technical accounting and financial services experience to her role as Director of Client Services. A CPA and a licensed securities professional holding her Series 6, 63, and 65 registrations, Kristin helps ensure that the firm’s commitment to professional diligence and tax-integrated strategy is reflected in every client interaction.

Kristin oversees the essential operations of the firm, coordinating new client onboarding, financial transactions, and account maintenance. Her dual background as an auditor and a CPA allows her to navigate the operational side of wealth management with a disciplined focus on detail. For our clients, this translates to a seamless, high-touch experience where financial tasks are handled with a professional, systematic approach.

Professional Expertise

Kristin earned her Bachelor of Business Administration in Accounting from James Madison University and received her CPA designation in 1999. Before joining Anliker Financial Management, she spent her career as an auditor specializing in the financial and information technology sectors. This experience provides her with a unique perspective on the systems and workflows that power modern wealth management.

The Client Experience

A resident of Glen Allen, Kristin is dedicated to providing an elevated service experience for our clients. She views her role as more than just administration; she serves as a primary point of contact for our clients' operational needs, helping to ensure that their transition to our firm is efficient and well-organized.

Beyond the Office

In her free time, Kristin enjoys the quiet focus of gardening and reading. She is an avid fan of DIY projects and complex puzzles—hobbies that mirror the same patience and problem-solving skills she applies to her work at the firm.