Our Team

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

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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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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Zach Flores

Client Service Associate

Zach brings over 15 years of experience in the financial services industry, beginning his career in retail banking at Wells Fargo in 2009. In 2019, he transitioned into Wealth Management Client Services, gaining valuable experience at Wells Fargo Advisors and Stifel in San Diego before joining FLC Capital Advisors in Palm Desert, CA. What motivates Zach is the opportunity to make a positive impact. He finds excitement in creating value for clients by ensuring seamless and efficient management of their financial accounts. Through prompt, accurate assistance and clear communication, Zach helps clients feel confident and supported in their financial journeys. Originally from Guam and raised in Phoenix, AZ, Zach now lives in Palm Springs, CA, with his husband and their three fur babies, enjoying life in a vacation destination.

Experience

  • FLC Capital Advisors, Client Services Administrator (2021-2024)
  • Stifel, Client Services Associate (2019-2021)
  • Wells Fargo Advisors (2019)
  • Wells Fargo Bank, Service Manager (2009-2019)

Education

  • Northern Arizona University – General Education
  • Arizona State University – Business Administration (BA) – Online In-Progress

How can we help?

If you would like to discuss ways we might work together, please drop us a note. We look forward to hearing from you.

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