The Team

 

andy

Andrew Kline
Managing Member

Andrew Kline, a CPA and CFP® with almost 30 years of tax, management and investment advisory experience, formed ARK Financial Services, LLC in 2001 as the successor to his accounting and tax practice. The focus of the firm is to provide comprehensive tax, investment advisory and wealth management services to high net worth executives, entrepreneurs and families.

From 1991-2001 Mr. Kline managed his tax and accounting practice which focused on individual and small businesses taxation. During this time he also served as chief financial officer for a number of his successful startup clients and played an active role in their management and raising of capital.

Mr. Kline received his Bachelors of Business Administration from Emory University in 1986, and is a member of the Maryland Association of Certified Public Accountants.

In his spare time, Andy enjoys spending time with his wife and two daughters, Samantha (18) and Jesse (16) as well as swimming, biking, and playing tennis. He currently serves as the A Rep for the Bannockburn Dolphins in the Montgomery County Swim League and has held board positions for various local nonprofit organizations.

 

andrew

Andrew Leach
Portfolio Advisor

Andrew Leach is a portfolio advisor with a sharp eye for detail. At ARK, Mr. Leach focuses on client support services, financial analysis, portfolio research, and office administrative management.

From 2007-2012, Mr. Leach served as the Director of Finance for a successful small business, managing day to day financial, marketing, and HR operations.

Mr. Leach received a B.A. in Political Science from Beloit College in 2007, graduating cum laude.

Outside of work, Andrew enjoys playing and watching hockey, cooking, and rock climbing.