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.

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
Lois A. Conger
Lois A. CongerOperations Manager &
Compliance Officer
Sarah Fenech
Sarah FenechOperations Specialist
Katie Frank
Katie FrankOffice Manager &
Operations Specialist
Anil Garcia
Anil GarciaOffice Manager &
Operations Specialist
Richard J. Heiman
Richard J. HeimanSenior Vice President -
Client Development
Chris Hill, CFP®, MBA
Chris Hill, CFP®, MBAWealth Advisor
Carrie Holloway, CFP®
Carrie Holloway, CFP®Senior Wealth Advisor
Sam N. Holloway, Jr.
Sam N. Holloway, Jr.Senior Wealth Advisor
Melissa Julson
Melissa JulsonOffice Coordinator
Cooper King
Cooper KingTax Accountant
Lance Lehman, MBA, CFP®, CIMA®, CPWA®
Lance Lehman, MBA, CFP®, CIMA®, CPWA®Senior Wealth Advisor
Jessica Marshall
Jessica MarshallWealth Advisor
Tammy Masse
Tammy MasseOperations Specialist
Saul Mendoza
Saul MendozaVP Client Development
Brett Mosley, CPA, CFP®, PFS
Brett Mosley, CPA, CFP®, PFSVP, Wealth Advisor &
Director of Tax
Jamie Mason, CFP®
Jamie Mason, CFP®Wealth Advisor
Kurt Ulrich, CFA
Kurt Ulrich, CFAVP & Senior Wealth Advisor
Jonathan Visscher
Jonathan VisscherSenior Wealth Advisor