As a Wealth Strategist, Anneke helps clients design solutions and strategies, guiding families through the complexities of multi-generational wealth. Anneke is a tax and estate planning attorney by training, though she is not actively practicing. This includes addressing all facets of multi-generational wealth, including estate planning, wealth transfer planning, financial planning, philanthropy, tax planning, risk management, and next-generation education, among other areas.
Before joining NewEdge, Anneke held pivotal roles as Director, Senior Wealth Planner at Chevy Chase Trust, Senior Wealth Strategist at Hawthorn at PNC Family Wealth, and Senior Vice President, Senior Trust Officer at U.S. Trust, Bank of America Private Bank—accumulating a wealth of experience spanning over 17 years.
Anneke earned a Bachelor of Arts in German from Bryn Mawr College, a Juris Doctor (JD) from Seton Hall University School of Law, and a Master of Law in Taxation (LLM) from Georgetown University Law Center. She is a member of the Maryland Bar and holds a Series 65 license. Anneke has been an active member of the Washington, D.C. Estate Planning Council since 2013, and has served as co-Chair of the Membership Committee for several years. She has also been a member of the Investment Committee for the non-profit organization Girls, Inc. since 2024.
Having lived in six states, as well as some of her formative years in Germany, Anneke now resides in northern Virginia, near D.C., with her husband and children. Beyond her professional pursuits, she is an avid reader, often reading 160-190 books a year. In her free time, Anneke enjoys spending quality time with her family.