The ARS Wealth Advisors Team
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.
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Anthony A. Anderson, MBA | Managing Partner, CEO
Tony joined ARS in 2004 and took over as CEO in 2005. During his tenure as CEO, ARS has grown its assets under management from ~$50 million (in 2005) to over $600 million (in 2019). As Managing Partner & CEO, Tony oversees both the investment advisory and the client services teams – ensuring every individual client experiences the accessibility and expertise they’ve come to expect from ARS. Tony has more than 24 years of experience managing accounts for individuals, families, and corporations. Prior to joining ARS in 2004, he served as Senior Portfolio Manager at SouthTrust Asset Management, where he was responsible for the management of more than $300 million of trust assets.
Tony holds a FINRA Series 65 Registered Investment Advisor Representative license. He earned his Masters of Business Administration degree from Crummer Graduate School at Rollins College, and holds a Bachelor in Business Administration from Samford University.
Tony is a native Floridian and grew up in the Orlando area. He’s been married for over 20 years to his wife Amanda, and they have two children. He spends his weekends outdoors, boating, fishing, attending concerts and enjoying all that St. Pete has to offer. He is also active in his church, serving on the Board of Directors and as an elder.
Michael W. Murray, CFA | Partner & COO
Mike has over 20 years of investment management experience. Prior to joining ARS, he was the Chief Investment Officer at Doyle Wealth Management, overseeing more than $550 million in assets. Before joining Doyle Wealth Management, he worked for several large investment firms and a long short equity hedge fund.
Mike earned his Bachelor of Science degree from the University of South Carolina and his Master of Business Administration from Johns Hopkins University. He received the Charter Financial Analyst designation in 2006 and is a member of the CFA Institute and the Financial Analyst Society of Tampa Bay.
Mike and his wife Katie have been married for over 14 years and have three children. Outside of work he enjoys spending time with his family, going to the beach, golfing, and helping out with the kids’ activities.
Andrew J. Swenson | Partner & CCO
Drew has more than 25 years of experience in financial markets. Prior to joining ARS in 2008, he spent five years at Matador Capital, a hedge fund with 13 consecutive years of positive returns for its partners and over $800 million under management. Before joining Matador, he managed several investment portfolios for Bankers Insurance Group, a St. Petersburg-based property and casualty insurance holding company.
Drew has degrees in Business Administration and Economics from Southern Methodist University, and he holds a FINRA Series 65 Registered Investment Advisor Representative license.
Drew and his wife Elizabeth have been married for more than 20 years and have four children. They spend their free time outdoors, and particularly enjoy vacations in the mountains.
Kurt Ulrich, CFA | VP & Senior Portfolio Manager
With more than 30 years in the investment business, Kurt Ulrich has experience in a wide range of investment climates. He earned his CFA (Chartered Financial Analyst) designation in 1995, and is a long-standing member of the CFA Institute and CFA Tampa Bay (formerly Financial Analysts Society of Tampa Bay), where he spent several years as a member of the Board of Directors. Prior to joining ARS, Kurt spent a decade as a Portfolio Manager and member of the Investment Committee for Pritchard, Hubble & Herr Investment Management, where he helped to manage over $500 million in assets.
Kurt earned his Bachelor of Science degree from Auburn University. He and his wife Terri have been married since 1984 and have four children. They enjoy the outdoors, including fishing, hunting, and participating with the kids’ sports teams. Kurt is also active in his church and Bible studies.
Richard J. Heiman | Senior Vice President- Client Development
Rich has more than 25 years of experience in the financial industry. Prior to joining the ARS team, he was the Executive Vice President at Doyle Wealth Management, overseeing more than $250 million in assets. As a key point of contact for these clients, Rich provided full financial planning for income strategies, wealth management and retirement services. Before joining Doyle Wealth Management, Rich worked in client advisory and management roles at Raymond James and Fidelity Investments.
Rich earned his Bachelor of Business degree from the University of South Florida.
Rich and his wife Mary have been married since 2012. Outside of work they enjoy spending time with their families and traveling.
Lois A. Conger | Operations Manager & Compliance Officer
As Operations Manager and Compliance Officer, Lois oversees the activities of the operations team and provides support in the review, updating and maintenance of the Firm’s compliance policies and procedures.
Lois has been in the financial services industry since 2001. Prior to joining ARS, She worked as a Registered Representative and Licensed Insurance Agent for Aegon Financial Group in Client Relationship Management. She also spent more than a decade in the employment placement services industry. Lois attended Franklin University in Columbus, Ohio, and Brookhaven College in Dallas, Texas.
Lois and her husband Rod have been married for over 20 years and have two daughters. She spends a great deal of her spare time volunteering for the Seminole High School Drama Department and was presented with the Outstanding Volunteer Award by Pinellas County Schools. She also supports Pace Center for Girls, and CASA (Community Action Stops Abuse) .
Tammy Masse | Operations Specialist
While in college in Schenectady County, New York, Tammy had the opportunity to work for the New York State Assembly and won a “Best in Class” award. We completely agree. Tammy is dependable, resourceful and a valued part of our client service team.
Tammy was born and raised in upstate New York, but now is happy to call Tampa Bay her home. Tammy has been married to her husband Jody for over ten years and has one daughter. Outside of work, she enjoys spending time with her family and dog, Gemma.
Chris Hill, MBA | Support Advisor
As a support advisor, Chris provides support to the lead advisors in the delivery of advice to clients and prospects. He has prior experience with Raymond James Financial and is working on his coursework to become a CERTIFIED FINANCIAL PLANNER™ professional.
Chris is a Florida native. He earned his Master of Business Administration and B.S. in Mathematics from the University of West Florida in Pensacola, Florida. While attending the University of West Florida, he was president of the Student Government Association, president of his fraternity, and a member of the Student Ambassadors. When he is not in the office, Chris enjoys playing and watching sports, boating, attending events, and spending quality time with friends and family.
Brett A. Mosley, CPA, CFP®, PFS| Vice President, Tax & Accounting
As Vice President of Tax & Accounting, Brett oversees the tax team – ensuring compliance and accuracy that is to be expected from ARS. He has extensive training and knowledge in business, individual, trust & estate, and not-for-profit tax return preparation as well as business consulting. He provides tax preparation, year-round tax planning advice, support to assist business owners in goal-achievement, and consulting services. Additionally, Brett provides advisory support to the portfolio managers in the preparation and delivery of advice to clients and prospects. Brett earned his Bachelors of Accounting from Florida State University, where he also completed the CPA required coursework. He is a licensed Certified Public Accountant and is a member of the American Institute of CPAs (AICPA) and Florida Institute of CPAs (FICPA), where he was a graduate of the inaugural Emerging Leaders Program. Additionally, Brett holds his Certified Financial Planning® and Personal Financial Specialist designations as well as a FINRA Series 65 Registered Investment Advisor Representative license. As a Certified Financial Planning® professional, Brett has extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning.
Brett is a fifth generation Floridian, spending a large part of his life in the Florida Keys. He enjoys fishing, freediving, going on the boat, cooking, and being outdoors. He and his wife, Chelsea, are active volunteers with Pet Pal Animal Shelter and stay involved with other great charities in the community. They are the proud parents of one adopted dog, Mullet. Brett believes that every client has their own unique story and enjoys forming connections with each one of them.
Katie Frank | Office Manager
As the Office Manager of ARS, Katie assists our CEO with general office and HR functions, as well as, the operations of the tax and accounting department. Katie also provides support to the operations team. She has over a decade of experience working in the accounting industry and in client services.
Prior to joining ARS, Katie managed the office of a large CPA firm in the St. Pete area for 12 years. Katie is a proud Florida native having grown up in Fort Lauderdale and has called St. Petersburg home for the last 13 years.
Katie and her husband, Mike, have been married for over 10 years and have two young children. She loves being a mom and devoting her time to her family.
Jamie Pennington, CFP® | Wealth Advisor
Jamie grew up in Seminole, Florida. She is a strong supporter of CASA, a Pinellas County-based organization that provides safety, empowerment, and prevention programs to help domestic violence survivors. In her free time, she loves to travel, both domestically and internationally, to learn about other cultures, traditions, foods, and languages. Closer to home, she enjoys attending sporting events and relaxing at the beach.
Lance Lehman, CIMA®, CPWA® | Wealth Advisor
He earned his Bachelor of Arts degree in Psychology and Criminal Justice Studies and his Master of Business Administration from Alfred University. He received the Certified Investment Management Analyst® (CIMA®) and Certified Private Wealth Advisor® (CPWA®) designations administered by the Investments & Wealth Institute® and taught in conjunction with The Wharton School, University of Pennsylvania and The University of Chicago Booth School of Business, respectively.
Born and raised in northcentral Pennsylvania, Lance and his wife Andrea married in 2007, and lived in the Pacific Northwest for over a dozen years prior to making Tampa, FL their home with their English bulldogs. Outside of work, he enjoys restoration projects, World War II history, travel, and spending time with family and friends.