Unapologetically Authentic

2:27
Who We Are — and Why That Matters for Your Retirement 2 Minute Commercial

Meet the BAM Advisory Group Team

At BAM Advisory Group, our team is dedicated to helping you feel confident about your retirement by listening first, planning clearly, and supporting you every step of the way.

David Afraimi

Founder & Investment Advisor Representative

Kristy Afraimi

Chief Operating Officer

Maxwell Ross

VP of Client Solutions & Advisor Development

Jack Walker

Lead Service Advisor

Dylan Rauh

Investment Advisor Representative

Amelia Bowater

Director of Marketing & Culture

Gabriella Westerman

Marketing & Culture Coordinator

Andrew Phillips

Operations Manager

Nick Donakowski

Planner & Investment Advisor Representative, FPQP®

Stephen McKee

New Business & Client Services Associate

Jeremy Fritsch

Investment Advisor Representative

Liberty Streeter

Investment Advisor Representative

Brooke Mejia

New Business & Client Services Associate

Danny Brassell

Director Of Education

Jamal Schlensog

Investment Advisor Representative

Our Core Values

Authenticity

Being genuine & true.

Relentless

Unstoppable pursuit despite obstacles.

Extreme Ownership

Take responsibility for everything.

Trustworthy

Consistently honest, reliable, & transparent.

Empathetic

Meets people where they are.

Your Time Is Important

Book a meeting and see how we can help you build a retirement rooted in confidence, joy, and doing what you love most!
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