Our People

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.

Anthony A. Anderson, MBA

Anthony A. Anderson, MBA
President, CEO

tony.anderson@arswealth.com
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As President, 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 corporations and individuals. 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.

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 a B.S. in Business Administration from Samford University.

Tony has been married for almost 20 years to Amanda, and they have two children. He spends his weekends outdoors, boating, fishing and enjoying all that St. Pete has to offer. He is also active in his church, serving as an elder and prayer counselor.

Kurt Ulrich, CFA

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Kurt Ulrich, CFA
Senior Portfolio Manager

kurt.ulrich@arswealth.com
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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.

Andrew J. Swenson

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Andrew J. Swenson
Chief Investment Officer

drew.swenson@arswealth.com
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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. Drew serves on the Board of Directors of his church, and is a trustee on the Board of the St. Petersburg Fire Fighters Pension Plan.

Michael W. Murray, CFA

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Michael W. Murray, CFA
Senior Portfolio Manager & Director of Research

mike.murray@arswealth.com
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Mike has over 17 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 10 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. Mike and Katie are active members of their church, serving as Sunday school teachers.

Jennifer M. Facini, CFP

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Jennifer M. Facini, CFP
Portfolio Manager

jennifer.facini@arswealth.com
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Jennifer earned her Bachelors of Business Administration in Finance and Masters of Business Administration from the University of North Florida. She previously held her Series 7, 63, 66, and 2-15 security licenses. As a Certified Financial Planning® professional, Jennifer has extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as CFP Board’s Standards of Professional Conduct, which are rigorously enforced. Jennifer is an adjunct faculty member at Southern New Hampshire University, teaching Financial planning courses as part of their College of Continuing Education. She also serves as a WIN Advocate for the CFP Board, working in her local community to engage women and girls in financial planning conversations and future career opportunities.

Prior to joining ARS, Jennifer worked for Fidelity Investments and JPMorgan Chase in client advisory roles. Most recently, Jennifer worked in the Tampa Fidelity branch office, as an Account Executive, where she managed $350m in client assets spanning over 400 client households. As the main point of contact for these clients, Jennifer provided full financial planning for income strategy, investments and preparing for a successful retirement. Jennifer’s approach is to get to know the client first and plan for the future second; keeping in mind that the planning for financial success begins with a successful relationship with the client.

Jennifer and her husband Brandon enjoy spending time with their family and friends. They are the proud parents of two young sons.

Richard J. Heiman

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Richard J. Heiman
Senior Vice President

rich.heiman@arswealth.com
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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.

Steve Ravenna

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Steve Ravenna
Senior Vice President

Steve.Ravenna@arswealth.com
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Steve brings more than 25 years progressive experience in the investment industry. Joining ARS in 2018, he has responsibilities for client development, relationship management and other business development initiatives.

Prior to joining ARS, Steve held client development and consultative portfolio and risk management support roles for firms including Swan Global Investments, Montage Investments-Tortoise Capital, Direxion and Raymond James. He raised nearly $800 million serving the financial advisory community across 10 Southeastern states and institutional investors in the US and Canada. He began his career in 1992 as a personal financial advisor with A. G. Edwards & Sons and earned a Bachelor of Science in Business Administration degree from Widener University, Chester, PA in Economics and Finance.

Steve and JoAnn have been married since 2001, have three grown children between them and a grandson and grandbaby girl on the way! Out of the office, they are active in Bible study and ministry support, and enjoy a range of activities from guitar, motocross, skiing and the St. Pete Gran Prix, and especially time and fellowship with family and friends.

Lois A. Conger

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Lois A. Conger
Operations Manager

lois.conger@arswealth.com
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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) .

Felicia C. Fortosis

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Felicia C. Fortosis
Operations Associate

felicia.fortosis@arswealth.com
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A Southern California native, Felicia’s sunny disposition is a perfect fit for both the view out of our windows and the goals of our client service team. Her boundless energy, attention to detail and genuine affection for all of our clients ensures that everyone experiences ARS’s “white glove” service.

Felicia assisted both ARS and our affiliated tax and accounting teams for years before we convinced her to join our team full time. In addition to her experience in financial services, Felicia also spent time as a teacher in the Pinellas County school system and as a successful club volleyball coach. She earned her Bachelor’s degree from Westmont College in Santa Barbara, California.

Felicia has a passion for staying active, and she is the four-time tennis club champion at St. Petersburg Country Club. She and her husband Bob have been married for more than two decades, and they have three children.

Tammy Masse

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Tammy Masse
Operations Associate

tammy.masse@arswealth.com
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Tammy joined the ARS team in 2013 as an Operations Specialist. She has more than two decades experience in the banking industry, working as a Training Specialist, Customer Service Manager and Back Office Supervisor prior to joining ARS.

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… particularly because we’re so close to Daytona, where she and her family take in the Daytona 500 every year. Tammy has been married to her husband Jody for ten years and has one daughter. Outside of work, she likes to enjoy her family and watch sports together – especially football and NASCAR.

Robert J. Riley

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Robert J. Riley

Bob is a founding shareholder of ARS Wealth Advisors. Bob has been practicing public accounting since 1979, when he received his Bachelor’s degree in Accounting from Auburn University. In 2017, after 30 years with SBF (formerly Spoor & Associates) and over 20 years with ARS Wealth Advisors, Bob chose to retire to spend more time with friends and family. He continues to provide tax consulting services to ARS Wealth clients in the following areas: individual, fiduciary and estate taxation.

Outside of work, Bob and his wife, Tammy, have been married 40 years and have 3 children and 5 grandchildren. They love to travel, spend time with family and cheer on the Auburn Tigers.

Chris Hill, MBA

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Chris Hill, MBA
Support Advisor

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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

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Brett A. Mosley, CPA
Vice President, Tax

brett.mosley@arswealth.com

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As Vice President of Tax, 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, 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 lead advisors 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 Florida 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. He is currently studying to become a Certified Financial Planning® professional.

Brett and his wife, Chelsea, are active volunteers with PetPal Animal Shelter and stay involved with other great charities. When not in the office, they enjoy spending time on the boat, fishing, freediving, cooking, and watching the Seminoles, Rays, and Bucs. They are the proud parents of one adopted dog, Mullet.

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