Adam Sikorski is the Founding Partner of Change Wealth Advisors and a partner at Private Client Wealth Advisors, LLC. He directs and supports the growing team at CWA, designs and manages the investment portfolios used for the firm's clients, and leads the philanthropic efforts related to anti-human trafficking.
Born and raised in Soldotna, AK, Adam took an interest in the principles of investing at a young age. In 1992, at the age of 12 he began his journey into the world of investing when he used his savings to purchase his first group of mutual funds and began studying the financial markets. By the age of 15 he decided that working in wealth management was the career for him and he has maintained that track ever since. At 17 he left home to study at the University of Nevada, Reno where he obtained his BS in Business in 2003, majoring in Economics. His professional career in financial services began a few months later when he was hired as a Financial Advisor at Morgan Stanley.
Driven by a desire to change lives for the better, Adam works closely with his clients to develop a plan-based and evidence driven approach to determining what is best for their finances and their story. He has been honing his professional craft since 2003 and enjoys seeing the positive impact in the lives of the people and organizations he works in partnership with.
The issue of human trafficking, child sex trafficking specifically, crossed Adam’s path in 2004 when he was living in Los Angeles, CA. Once exposed to the issue he decided to support people and organizations that were actively engaged in the fight against it. In 2018 he decided to merge his personal support with his professional career and launched Change Wealth Advisors.
In his spare time, Adam can be found exploring the outdoors of Alaska with his his dog Bauer, who was affectionately named after his hockey skates.
Barry Steelman, AIF, is the Founder and Principal of Private Client Wealth Advisors, LLC, a registered investment advisory firm based in Denver, Colorado. PCWA, works with individuals, families and businesses conducting financial planning, portfolio management and retirement plan services.
Prior to founding Private Client Wealth Advisors in March 2014, Barry was a Vice President for Pershing Advisor Solutions LLC, a BNY Mellon company. In his role, Mr. Steelman, consulted with Family Office and Wealth Management firms as well as financial advisors in order to develop new custodial relationships and promote Pershing’s practice management resources in order to help those firms continue to grow, evolve and serve the needs of their clients. Prior to joining Pershing in May 2011, Mr. Steelman spent two years at ADP Retirement Services as a District Manager in the Major Accounts division, representing the ADP retirement plan platform to plan sponsors, registered investment advisors (RIAs), and financial advisors. Before that, Mr. Steelman spent tens years with Fidelity Investments. Much of that time was spent as a Retirement Consultant/Regional Consultant for Fidelity Investments in Greenwich, Connecticut and Colorado, where he developed business with both retail and institutional clients.
Mr. Steelman began his career in the financial services industry working as a “special agent” for Northwestern Mutual in Dallas, Texas where he helped families and individuals reduce financial risk through providing insurance planning.
Mr. Steelman obtained his Accredited Investment Fiduciary® (AIF®) designation from Fiduciary360 (fi360) which signifies knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care.
He earned a Bachelor of Arts degree in History from Southern Methodist University and his Certificate in Financial Planning from Florida State University.
Barry is a volunteer member of the Denver Financial Planning Association and a Finance Committee member of his church, Washington Park United Methodist. He is a five time marathon finisher and enjoys spending his time outside of work with his wife and two sons.
Thomas Klein is a Wealth Advisor at Change Wealth Advisors and a Financial Advisor & Client Advocate at Private Client Wealth Advisors, LLC.
Thomas was born and raised in Beaverton, OR and earned his degree in Business Finance from Northern Arizona University in 2014 with a focus on investments. Soon after graduating he moved to Alaska with his wife Amber and began his career in finance working in the wealth management division at one of the largest banks in the state of Alaska. Mentored by two of the few fiduciary portfolio managers in the state, Thomas acquired keen insight into the world of wealth management that he uses to serve his clients at Change Wealth Advisors.
Thomas is a firm believer in serving the interests of his clients first and always doing what’s best for them. He is passionate about helping people and changing their lives for the better in a measurable way. He works closely with his clients to help them develop the vision and purpose behind their financial decisions, articulate their goals, and develop a sound plan to achieve the things that are most important to them.
When he isn’t crunching numbers, Thomas can be found spending time with his wife Amber and his daughter Olivia. He loves to ski in the winter and ride motorcycles in the summer. And, if you ask nicely, he will probably be willing to talk your ear off about the nuanced characteristics of a properly aged barley wine.
Dan was born and raised in Las Vegas but quickly moved north in 2005 to study at the University of Nevada, Reno.
Dan is passionate about getting to know his clients personally and addressing what keeps them up at night. He partners with his clients over the course of their lives to make sure they reach and maintain their financial goals. Dan began his career working for large firms such as Edward Jones and JP Morgan Chase, but soon realized that he wanted to serve people in a manner that was driven by relationship instead of driven by products. As a fiduciary, Dan works to ensure that everything being done for his clients is truly in their best interest. He also believes in working toward a debt-free lifestyle with his clients in an effort to help them achieve financial peace and independence.
Since calling Reno home, he’s had the pleasure of experiencing some of the most integral parts of the Biggest Little City. He’s earned a national championship ring while working with the Reno Aces baseball team, served his community as a reserve police officer with UNRPD, and cut down trees with the Nevada Conservation Corps in Lake Tahoe.
Dan has studied everything from art, physics, Latin, and economics. A firm believer in education for the sake of learning; when he’s not advising you may find him helping to educate local high school students. In his free time he enjoys spending time with his wife Jamie, and his three children who like to watch movies in the theater and going the park. During the summer you can find Dan free-diving the Truckee River for your lost cell phones and sunglasses.
Dan is also a fan of tightly cropped head shots and putting pineapple on his pizza. While his views on pineapple are his only academically proven flaw, his views about the direction a roll of toilet paper should face are supported by Nobel Prize winning science. We love Nobel Prize winning science, especially financial science. We love Dan, and we think you will too!
Bauer was born in Keystone, SD but 8 weeks later he left his family behind to pursue a promising life in the Last Frontier. With little more in his pocket than a small bag of puppy chow and a valid form of ID, he journeyed "North To the Future," determined to make a name for himself. He soon met Adam and the two hit it off immediately.
As a relentless enthusiast and people lover, Bauer has become a valuable member of the team at CWA. Surrounded by adventure and the world of finance for nearly his entire life, Bauer has quickly learned about various aspects of risk-reward and how to invest in a way that ensures a full belly and an occasional treat.
In addition to his relationship skills, Bauer has developed a well rounded understanding of the world of finance. You can read his unique perspective and market insight in his corner called the Dog Blog, which can be accessed from the menu bar above under the section titled "Geeking Out With CWA," or by clicking here.
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Changing lives. Serving others first.