Our team is our most valuable asset – so at ARS, we choose our colleagues with care. Here, you’ll find people with the depth of expertise in financial services that you expect from a top-rated investment firm … as well as well-rounded personal and professional experiences that give us a unique perspective when crafting strategies tailored to your individual goals.

Click to learn more about our team!

Anthony A. Anderson, MBA
Anthony A. Anderson, MBAManaging Partner, CEO
Michael W. Murray, CFA
Michael W. Murray, CFAPartner & COO
Andrew J. Swenson
Andrew J. SwensonPartner & CCO
Kurt Ulrich, CFA
Kurt Ulrich, CFAVP & Senior Portfolio Manager
Richard J. Heiman
Richard J. HeimanSenior Vice President- Client Development
Lois A. Conger
Lois A. CongerOperations Manager & Compliance Officer
Felicia C. Fortosis
Felicia C. FortosisOperations Specialist
Tammy Masse
Tammy MasseOperations Specialist
Chris Hill, MBA
Chris Hill, MBASupport Advisor
Brett A. Mosley, CPA, CFP®, PFS
Brett A. Mosley, CPA, CFP®, PFSVice President, Tax & Accounting
Katie Frank
Katie FrankOffice Manager
Jamie Pennington, CFP®
Jamie Pennington, CFP®Wealth Advisor