Adrianne Yamaki, CFP®
Founder & Managing Partner
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

Ana Lopes Monteiro
Director of Client Services
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

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.
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

Rebecca Hoeg
Client Service Associate
Experience
- 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)
Education
- Skidmore College, Saratoga Springs, NY: Bachelor of Science in Business Management and Administration (2013)

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