Change Wealth Advisors

Adam Sikorski is a financial advisor at Change Wealth Advisors with 10 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Private Client Wealth Advisors and First National Bank Alaska. Change Wealth Advisors provides discretionary portfolio management and ongoing financial planning primarily for individual and high-net-worth clients. The firm’s investment approach is based on Modern Portfolio Theory and utilizes diversified allocations through ETFs, index funds, and mutual funds, while also employing higher-risk strategies such as margin and options trading.

Thomas Klein is a financial advisor at Change Wealth Advisors with seven years of industry experience. He holds a Series 65 designation and previously worked at Private Client Wealth Advisors, Anchorage Water and Wastewater Utility, and First National Bank Alaska. Outside of his advisory role, Klein is a Certified Flight Instructor, teaching private pilot students and preparing them for their PPL exam. Change Wealth Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm uses Modern Portfolio Theory with diversified ETF, index fund, and mutual fund models, and also employs higher-risk strategies such as margin and options trading.