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. 

Andrew Kark

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.

Risk Assessment

Allows us to gauge your risk tolerance with a questionnaire & conversational assessment.

Quarterly Reporting

Each quarter you will receive your detailed investment report, along with an economic outlook.

Fee-only Advisor

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 Blanco

Advisor, Partner

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.

Courtney Nelson

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 Grdzelishvili

Administrative Team

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.

In Memory of Marvin Kark, Founder: 1941-2024

Certified Financial Planner (CFP™), Personal Financial Specialist (PFS®), Certified Public Accountant (CPA)

Marvin Kark was a visionary in the financial planning industry. He began his career in public accounting in 1959 and transitioned to financial planning in 1980, founding M.Z. Kark & Associates, Inc. A graduate of Denver University with a degree in accounting, Marvin dedicated his life to excellence in financial services.

Throughout his distinguished career, Marvin served on the Committee of the Colorado Society of CPAs and the American Institute of CPAs. He was instrumental in re-writing the Personal Financial Specialist Certification exam for CPAs and was recognized as one of the Top Advisors in America by Research Magazine: The Winner’s Circle in 2006. He was also a regular recipient of the 5 Star Wealth Management designation in 5280 Magazine.

Marvin's legacy extends beyond professional achievements; he was deeply committed to his clients, treating each one as if they were his only client. His philosophy, “Live each day as if it is your last, plan each day as if you will live forever,” continues to inspire us.
He spent his later years in Israel with his wife, Vera, where he pursued religious studies and served his community. Marvin’s dedication, integrity, and warmth will always remain at the heart of our firm.

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