San Carlos Office

1150 White Oak Way

San Carlos, CA 94070

While living our values of integrity, trust, and commitment, our mission is to be an advocate for clients and help them successfully navigate through life transitions by talking and working through their unique goals and aspirations.  

Brian Wong  CFP®,CHFC®, CLU®, RICP®, CDFA®

Principal Financial Advisor

(650) 753-8333

(650) 460-8338

Brian Wong is the owner of Red Tower Advisors and has more than two decades of experience in the financial services industry. Acting as a fiduciary with advisory clients and CERTIFIED FINANCIAL PLANNER™, Brian focuses on comprehensive financial planning with a client-centric approach to help his clients work towards viable financial strategies.

Brian builds successful relationships with his clients by listening earnestly to their concerns while maintaining a relatable and approachable demeanor. When he meets with clients, it is a two-way discussion that takes place, not a lecture.  He is a graduate of UC Davis with a B.S. in Physiology, minor in Economics and holds the designations CFP, CHFC, CLU, RICP and CDFA.

The importance of family has been ingrained in Brian from a young age, as he comes from a large family of sixteen aunts and uncles. This value plays a crucial role in the level of care he takes when providing financial guidance to his clients and their loved ones.

Brian was born in San Francisco and has lived in the Bay Area all of his life. In his free time, Brian enjoys spending time with his large, extended family and attending Boy Scout events with his two sons.  A weekend well spent means the family got to try a new restaurant in the Bay Area and played a game of basketball together.  Brian can speak conversational Cantonese.

Bryce Heringer

Director of Planning and Brokerage Operations

(650) 753-6673

(650) 460-8338

Bryce Heringer is our Director of Planning and Brokerage Operations.  His focus is on financial planning, client relations, account maintenance, insurance and meeting preparation.

Bryce has over 22 years of experience in the financial services industry servicing high net worth clients. He started in the industry as an Institutional Trader and made his way in to wealth management.  Along the way, he has held several roles within investment operations, trading, and supervision.  Prior to joining Red Tower, Bryce was a Relationship Manager at Loring Ward with heavy knowledge in investments and trading.

Born in Southern California, Bryce moved with his family to the Bay Area at a young age and has been here ever since. He currently lives in San Jose, and is one of three brothers and a sister in his family. Challenging himself both mentally and physically every day is important to Bryce, and he stays highly active in his free time by golfing, playing basketball, scuba diving (he learned to dive originally in Monterey, but prefers the warm waters of the Caribbean), and obstacle racing in 5k mud runs.

David Ardini, CFA, MBA

Investment Service Executive

(650) 753-6675

(650) 460-8338

David is Red Tower Advisor’s (RTA) Investment Service Executive. He holds the CFA designation. David assists RTA with research and analysis of broader economic data, market conditions and trends. He also assists the advisors at RTA with determining client’s appropriate risk level utilizing our Riskalyze tool and as directed rebalances individual portfolios as well as places portfolio trades.

David has over 23 years of experience in the area of investment management. His past experience includes investment analysis, portfolio management, credit risk management, and banking. He was the lead institutional portfolio manager for the Floating Rate Debt Group at Franklin Templeton Investments and held other positions while there for over 15 years.  He also held positions at Union Bank of California, Bank of America, JP Morgan and Swiss-Re.

David is from the Bay Area but has lived in other locations, including Europe. In his spare time he enjoys walking “Duskie” the family rescue shorkie-poo, traveling, and time with family.

Ingrid Ramsey-Plock

Finance & Strategy Consultant

Ingrid is a CFO strategist and provides actionable insights to Red Tower Advisors through understanding our business finances and goals.  She is our accountability partner who helps us focus on our growth and strategize to improve our services.

Her career spans over 30 years in large top tier organizations including Fidelity, AIG, and Genworth.  She was most recently at Bank of the West.  She was also a client facing management consultant serving Wells Fargo, Bank of the West, 1st Republic Bank, and 1st Citizens Bank.  She holds a BA in Finance and an MBA from Boston University. 

Ingrid grew up in Westchester County just north of New York City.  She and her husband John recently relocated from San Francisco to San Diego, CA.  She has served many years on the board for YWCA San Francisco and Silicon Valley and enjoys road biking and trips to Balboa park.

Kelly Davis

Client Services Associate



Kelly Davis is part of LPL Business Solutions, a service that provides industry-trained LPL professionals who can simplify operations and streamline LPL advisors’ practices. She partners with advisors to provide support on administrative tasks and client management functions.

Kelly has worked in the financial services industry for 6 years at Waddell and Reed. She joined LPL
in 2021 to apply her experience working with Advisors in the Admin Solutions Program. She enjoys working with advisors in her role on the Admin Solutions Team.

Kelly is from Kansas City, KS and enjoys spending time with family, traveling, and volunteering with different organizations including Children's Miracle Network and Cross Lines Outreach. She is married with a 3 year old boy and one dog. She is also an avid Chiefs fan!

Melissa Wong

Operations Manager

(650) 753-6672

(650) 460-8338

Melissa oversees the operations and flow of the practice to help ensure the client experience is not just positive, but efficient!  Never one to waste time, Melissa plans and organizes client events, manages the team calendar, oversees the team, and looks for ways to improve how we serve our clients.  She holds a B.S. in Child Development/ Family Relationships and a Masters in Occupational Therapy.

Prior to joining Brian, she managed the physical rehabilitation departments of senior homes in San Francisco and worked as an occupational therapist.  She brings the same type of love for client interaction and lasting impact here to the people we serve.  If you have a compliment to pay or suggestion to make, please let Melissa know.

Originally from Texas, Melissa enjoys maintaining her home, playing Uno with her sons, and bargain hunting for a great find. She enjoys opportunities to volunteer at her sons' school and see them at play with friends.  Most afternoons are spent as a chauffeur to hip hop and taekwondo classes and squeezing in a homecooked meal.  Melissa is fluent in Taiwanese and Mandarin Chinese.