San Carlos Office
1150 White Oak Way
It all started with a personal finance class at UC Davis. Brian was pre-med and preparing for his last year of college. He had no idea the information he learned in this finance class would lead him into interesting and important discussions around the dinner table with friends and family.
Soon he considered personal finance his calling and changed course from medical school to interviews in the financial district. After extensive interviews and exploration into top financial institutions, he landed at Waddell & Reed, a Kansas based company founded in 1937 with old fashioned values and a strong belief in financial planning.
Fast forward 11 years, Brian’s professional life has flourished and he is working long hours to service his growing number of clients. His personal life has also morphed into being a husband and father of two young sons. His wife, Melissa, was contemplating a move back into healthcare management or being a stay at home mom. One decision lead to another and they decided to bring Melissa into the practice. They’ve been on this adventure ever since.
Along the way, they’ve been supported by great team members who bolstered their success. In late 2017, they formed Red Tower Advisors and their clients continue to be a constant source of blessing and encouragement.
Walt Disney said, 'Whatever you do, do it well. Do it so well that when people see you do it, they will want to come back and see you do it again, and they will want to bring others and show them how well you do what you do."
Red Tower does not put dollars into advertising, they put it back into the client experience and let it speak for itself. We are grateful for our client referrals to family and friends as a result of their trust in our work. It is one way we measure our success and we strive to do our best and keep your interest at the forefront of our work.