Barry Steelman, AIF®, Founder, Financial Advisor, Client Advocate

Barry Steelman, AIF®, Founder, Financial Advisor and Client Advocate

Rush Barrett Steelman, AIF® (“Barry”), is the founder and Principal of Private Client Wealth Advisors and Engage in Wealth.  PCWA is a registered investment advisory firm appointed in Colorado, Arizona, South Dakota, Alaska, and California with Nevada pending. Barry works with individuals, families and businesses conducting financial planning, portfolio management and retirement plan services.

Barry has spent his entire career in the financial services arena.  Over the last 23 years he worked in a variety of roles with the majority of his time spent at Fidelity Investments (1998 to 2008).  During this time at Fidelity Investments, Barry obtained his certificate in Financial Planning from Florida State University and acted as a Financial Representative, Retirement Specialist and Retirement Consultant helping individuals identify and work toward their investment and financial goals.  Prior to founding Private Client Wealth Advisors, LLC and Engage In Wealth, Barry was a Vice President for Pershing Advisor Services, a BNY Mellon company.

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 by providing customized insurance solutions specifically around term life insurance and disability income insurance.

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.

Barry is a five-time marathon finisher and enjoys spending time with his wife Heather, sons Barrett and Bowen, and dog Piper.

EDUCATION

B. A. Degree from Southern Methodist University, 1994

Certificate in Financial Planning from Florida State University

IN THE COMMUNITY

Current Committee Member for the 30 Annual SRI (Socially Responsible Investing) Conference to be held in Colorado in November 2019

Past Education Chair Financial Planning Association Colorado Chapter

Past Finance Committee at Washington Park United Methodist Church

Past Chair Trustees at Washington Park United Methodist Church