Our Team

Our Story

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

Our Team

Adrianne Yamaki, CFP®

Founder & Managing Partner

Raised by a public high-school biology teacher father and stay-at-home mother with a degree in chemistry, from an early age Adrianne understood the importance of the pursuit of knowledge.   At age 13, she saw the negative financial effects of her parents’ divorce and witnessed the challenges they experienced supporting four children and two households on one income.  Adrianne quickly learned how money can limit, or expand, our life choices and ability to care for others. Adrianne used her babysitting savings at age 17 to purchase the heavy Consumer Reports tome “The Money Book” through the mail and began learning about the economy and personal finance She put herself through college (BA in Economics, Mills College) and grad school (MBA in Corporate Strategy, University of Chicago’s Booth School of Business), and many years later is a 20-year veteran of the financial services industry, spending the majority of her career as a family financial planner. 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 is impassioned by helping people, and still loves economics and finance. She is grateful to have found her dream job integrating the two, and on a daily basis dedicates herself to improving the lives of her client families through knowledge, effectively-applied.

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.


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


  • Sacramento State University, Bachelor of Science Degree in Finance and Marketing, 2008
Jennifer Miller

Jen Miller

Client Service Associate

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.


  • 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)


  • Boston College, Boston, MA: Bachelor of Arts and Sciences, Major in Psychology
Rebecca Hoeg

Rebecca Hoeg

Client Service Associate

In 2016 Rebecca began her career in financial services at Jefferies Financial Group as a Sales Assistant within their Institutional Equity division. In her role, she provided support to the sales team and worked closely with corporate access and equity research to coordinate roadshows. Prior to joining Strategic Wealth Capital in 2023, Rebecca worked at Great Point Wealth Advisors as the Director of Client Service where she was responsible for ensuring new clients enjoyed a smooth transition to Great Point’s wealth advisory services.

In her free time, Rebecca loves to keep active and enjoys running, traveling, trying new restaurants, and spending time with friends and family. Rebecca resides in Carlsbad, CA with her husband, Jon and their son, Jonathan Jr.


  • Great Point Wealth Advisors, Director of Client Service (2018-2023)
  • Jefferies LLC, Equity Sales Assistant (2016-2018)
  • Marketing Coordinator, Eversource Energy (2013-2016)
  • Marketing Intern, The New England Patriots (2012)


  • Skidmore College, Saratoga Springs, NY: Bachelor of Science in Business Management and Administration (2013)
Eriksen HS

Maria Eriksen


Maria started her career in financial services in 2020 after graduating with her master’s degree in personal financial planning from Texas Tech University. Prior to joining Strategic Wealth Capital, she assisted advisors with developing and maintaining financial plans, client relationship management, investment research, and operational efficiency. Born and raised in Sweden, Maria lives with her husband and two dogs in Archer City, TX. When she is not working, Maria enjoys keeping active through projects around the house or working out.


  • Financial Paraplanner, Future Benefits Corporation (2021-2023)
  • Financial Planner, VisionPoint Advisory Group (2020-2021)
  • Business Manager, Texas Tech University (2018-2020)


  • Texas Tech University, Lubbock TX: Master of Science Personal Financial Planning (2019)
  • University of Texas at Rio Grande Valley, Edinburg TX: Bachelor of Business Administration in Finance (2017)

Contact Us

If you would like to discuss ways we might work together or would like a second opinion about your current financial plan, please drop us a note below. We look forward to hearing from you.

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