Live Your Best Life While We Manage Your Financial Life
Experience the difference an effective, holistic approach and process can make to your financial future and success.
Your Financial Goals Are Our Passion
We find that holistic planning is the only method that allows a financial planner to discover and understand how to effectively help people reach their financial goals. We unite all of a person’s life assets and aspirations in order to build a customized plan around the vision for their future.
Allows us to gauge your risk tolerance with a questionnaire & conversational assessment.
Each quarter you will receive your detailed investment report, along with an economic outlook.
As a fee-only advisor, we have a fiduciary responsibility to act in our clients' best interest.
Andrew M. Kark, Partner
Certified Financial Planner (CFP®), Certified Public Accountant (CPA), Personal
Financial Specialist (PFS™), SEC-Registered Investment Advisor (Denver, CO)
Andy has been in the investment management industry for over 30 years, primarily as a partner at M.Z. Kark & Associates, Inc. Prior to joining M.Z. Kark & Associates, Andy worked with the Curtis Group at Shearson Lehman Hutton in Palo Alto, California. Andy earned his BS in Management with a concentration in accounting from the A.B. Freeman School of Business at Tulane University in New Orleans, Louisiana. Before entering the investment business, Andy worked for Arthur Anderson & Company in the Washington, D.C. office as an accountant and senior auditor.
Some of the qualities most appreciated by Andy’s clients are his listening skills, empathy, and attention to detail. Core values of teamwork and professionalism have helped him build successful long-term relationships with his growing client base. A strong team of investment research professionals and in-house staff provide clients with the highest level of service, combined with the personal attention of a boutique firm.
Andy is married to his wife Aly and together they have 6 adult children. Outside of work, Andy enjoys snowboarding, biking, wake surfing, travel and spending time with his family and friends. He is also involved with many charitable organizations in the local community and has been recognized for his contributions on behalf of the Jewish Experience, Jewish Colorado, Denver Community Kollel, Yeshiva Toras Chaim and the DATMinyan amongst others.
Armando has close to 20 years of financial services experience. Prior to joining M.Z. Kark & Associates, he worked in multiple operations and advisory departments within trust companies, broker-dealers, and RIAs.
Armando received his Bachelor of Science in Mathematics from Regis University. He is currently working towards becoming a Certified Financial Planner. Armando is an avid sports fan and enjoys traveling with his family.
Chief Compliance Officer/Operations Manager
Courtney has been in the financial services industry for over 11 years. After attending art school, she worked for Charles Schwab Bank as a senior administrator before joining M.Z. Kark & Associates in 2014.
To ensure everything runs smoothly, she is responsible for leading our operations and internal procedures. In addition, as our chief compliance officer, Courtney oversees and manages regulatory compliance issues for the firm.
Away from the office she spends time with her teenage son and miniature poodle, sees live music, and travels.
Liza is originally from Russia but moved to the US in 2009. She is currently pursuing a bachelor’s degree in business at the University of Colorado. In her free time, she enjoys mountain getaways and listening to live music. She strives to always have a positive attitude to help and encourage others daily.
Marvin Kark, Founder
Certified Financial Planner (CFP™), Personal Financial Specialist (PFS®), Certified Public Accountant (CPA)
In 1959, Marvin began his tenure in public accounting. In 1980, he transitioned over to financial planning and began the wealth management firm, M.Z. Kark & Associates, Inc. He graduated with a degree in accounting from Denver University. In addition to serving on the Committee of Colorado Society of CPAs and American Institute of CPAs, he was selected to a committee that re-wrote the Personal Financial Specialist Certification exam for CPAs. In 2006, Marvin was listed as one of the Top Advisors in America in Research Magazine: The Winner’s Circle. He has also been awarded the 5 Star Wealth Management designation in 5280 Magazine regularly throughout his career.
After serving 50 plus years in the industry, Marvin now spends most of his time living in Israel with his wife Vera. He continues to work with the company on a moderate basis but spends much of his time in his religious studies and serving his community there. The attribute which he is most proud of is essentially having a personable relationship with clients; serving each client as if they are his only client. His philosophy has always been and continues to be, “Live each day as if it is your last, plan each day as if you will live forever.”