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 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
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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.

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)

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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