Our Team

Adrianne Yamaki, CFP®

Founder & Managing Partner

The childhood of our Founder, Adrianne
Yamaki, had a profound and direct
impact on her chosen profession.

Adrianne’s MBA and background in strategy consulting, coupled with her 20 years of experience managing the finances of affluent families, lead to multidimensional insights and solutions which go beyond the work of a traditional advisor. After many years of building and running her client practice at two stellar legacy Wall Street firms, Adrianne recognized that to best serve her clients and team she had to establish her own firm. She founded Strategic Wealth Capital in 2019 with a clear vision for the business she wanted to create and a strong continued commitment to the client families she serves. Adrianne Yamaki has lived in France, Switzerland, the U.K., and China and speaks fluent French. Adrianne’s husband Rick is a pilot for Alaska Airlines, and they live with their daughters Audrey, Elizabeth, and Michele and their dog Roger in San Francisco. When not working, Adrianne enjoys long-distance running and taking opera lessons.

Awards and Recognition

  • 1Forbes Top Women Wealth Advisor Best-In-State in 2025, 2024, and 2023
  • 2Top Wealth Advisor Mom (SHOOK Research and Working Mother) in 2021, 2020, 2018, and 2017
  • Speaking engagements at Visa, American Express, Circular Board, SF Chamber of Commerce, Affirm and The Battery
  • Selected by senior management at Morgan Stanley as 1 of 18 professionals out of 250+ nominations to be a MAKERS@ in 2019. MAKERS@ is an organization that celebrates the achievements of select women and men across multiple fields and exists to accelerate the women’s movement

Education

  • Certified Financial Planner TM, 2003
  • MBA, Booth School of Business, University of Chicago (with Honors) 2006
  • B.A., Economics, Mills College (with Honors) 1997
  • Institut d’Etudes Politiques, Paris, France, 1996

Experience

  • Morgan Stanley, Senior Vice President, CFP®, Financial Advisor (2009-2019)
  • American Express, Senior Manager, Strategy Group (2008-2009)
  • Booz Allen Hamilton, Strategy Associate (2006-2008)
  • Merrill Lynch, Senior Financial Advisor, CFP® (1998-2004)

1Adrianne was awarded the Forbes Top Women Wealth Advisors Best-In-State in February 2023, 2024 and 2025. Data compiled by SHOOK Research LLC is based on 12-month period concluding September preceding the year the award was given.  This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher). Neither Strategic Wealth Capital LLC nor its Financial Advisors paid a fee to SHOOK Research LLC or Forbes for placement on its rankings. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one client’s experience; investors must carefully choose the right Financial Advisor or team for their own situation and perform their own due diligence. This ranking is not indicative of the Financial Advisor’s future performance. Strategic Wealth Capital LLC is not affiliated with SHOOK Research LLC or Forbes. For more information, see www.SHOOKresearch.com.

2Workingmother.com (Awarded in March of the following years: 2017, 2018, 2020, 2021). Data compiled by SHOOK Research LLC is based on 12-month period concluding in March of the year the award was given. Adrianne Yamaki received the award from 2017 and 2018 while at Morgan Stanley Smith Barney. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Working Mother Magazine (the publisher). Neither Strategic Wealth Capital LLC nor its Financial Advisors paid a fee to SHOOK Research LLC to obtain or use the ranking. This ranking is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes client retention, industry experience, review of compliance records, firm nominations, and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research LLC and this ranking may not be representative of any one client’s experience. This ranking is not indicative of the Financial Advisor’s future performance. Strategic Wealth Capital LLC is not affiliated with SHOOK Research LLC or Working Mother Magazine. For more information, see www.SHOOKresearch.com.

 

Our Team

Knowledge, Effectively Applied.

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Ana Lopes Monteiro

Director of Client Services

Ana Lopes Monteiro began her career at Chase in 2009 and has worked with Adrianne since 2015, leaving Morgan Stanley to join Adrianne at Strategic Wealth Capital at its launch in Sept 2019. Ana coordinates all phases of client relationship management, including client onboarding and collaborating with key client intermediaries. A dedicated problem-solver, Ana is committed to attentive, personalized service and is appreciated for her ability to anticipate clients’ needs. Ana lives with her husband, Barclay and their two daughters, Ariella and Brielle in the East Bay.

Experience

  • Morgan Stanley, Senior Registered Service Associate (2013-2019)
  • JP Morgan Chase Bank, Assistant Branch Manager (2009-2013)

Education

  • Sacramento State University, Bachelor of Science Degree in Finance and Marketing, 2008
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David Mendoza, CFP®

Associate Financial Planner

David is an Associate Financial Planner with over four years of experience delivering comprehensive financial planning services. Before joining Strategic Wealth Capital, he worked at the Silverman LeGate Advisory Team, where he built a strong foundation in client-focused planning and holistic financial strategies. David holds the Certified Financial Planner® designation and is committed to helping individuals and families navigate their financial lives with clarity and confidence. David lives in a Dallas–Fort Worth suburb with his wife and their three cats. Outside work, he enjoys hiking local trails, playing soccer, disc golf, and tennis.

Experience

  • Silverman LeGate Advisory Team – Comprehensive Financial Planner (2021-2025)

Education

  • Bachelor of Science in Personal Financial Planning, Texas Tech University (with Honors) 2020
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Sarah Draper, CFP®, CPWA®

Associate Financial Planner

Sarah is an Associate Financial Planner with over 10 years of experience in the financial services industry focused on comprehensive financial planning, investment strategies, and risk management mitigation. Prior to joining the firm, Sarah worked for UBS Financial Services, Inc. and a large Private Client Group at Northwestern Mutual. Sarah is a Certified Financial Planner® professional and holds the Certified Private Wealth Advisor® designation focused on high net worth planning matters. She is passionate about building long-term relationships and helping clients align their financial lives with their personal values and goals through thoughtful, customized planning. Outside of work, Sarah enjoys traveling to tropical locations, Ina Garten-inspired hosting, and fostering small dogs. She resides in Orange County with her husband and miniature schnauzer.

Experience

  • DJM Financial – Associate Wealth Management Advisor (2020-2026)
  • UBS Financial Services – Registered Client Service Associate (2015-2020)

Education

  • California State University, Long Beach, Long Beach, CA: Bachelor of Arts, Major in Economics
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Jen Miller

Client Service Supervisor

Jen has 20+ years of banking and client service experience, having previously worked at Silicon Valley Bank and First Republic Bank. She joined Strategic Wealth Capital in 2022 as a Client Service Associate. Jen grew up in the countryside in Southern California where she was an avid horseback rider and owner for over 15 years. After high school, Jen moved to the East Coast where she attended Boston College. She lived in the Boston area for almost 10 years before moving back to Northern California.

She currently resides on the Peninsula with her son, Colten. Her hobbies and passions include traveling, cooking, baseball (go Angels!), and attending her son’s cross country meets and tennis matches.

Experience

  • Silicon Valley Bank – Senior Operations Specialist (2002-2006); Cash Management Specialist (2001-2002); Senior Client Representative (1999-2001)
  • First Republic Bank – Senior Preferred Banking Associate (2013-2022)

Education

  • Boston College, Boston, MA: Bachelor of Arts and Sciences, Major in Psychology
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Nicole Daviduke

Senior Client Service Associate

Nicole has over 18 years of experience in wealth management, having built her career around strong client relationships and a genuine commitment to service. She is known for her approachable style, attention to detail, and ability to anticipate client needs. Nicole takes pride in being a reliable and trusted point of contact, ensuring clients feel supported and confident every step of the way. Her passion for helping others and building lasting relationships is at the core of everything she does. Nicole lives on the Southwest Side of Chicago with her husband and three children. In her free time, she enjoys cheering on her son at travel baseball games, supporting her daughters at their cheer competitions, and staying active through hiking and exercise.

Experience

  • Private Vista, LLC – Client Service Associate (2022-2026)
  • Brownson, Rehmus & Foxworth, Inc – Client Service Associate (2008-2021)

Education

  • St. Joseph’s College, Rensselaer, IN: Bachelor of Arts and Sciences, Major in Marketing

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