Certified Financial Fiduciary®
David Afraimi began his Financial Services career in 1999 as an Insurance Account Executive in Northern California. His ability and desire for growth led him quickly into a Sales Management position, providing him with the skills and knowledge he would need to expand the company and move into a new market.
After 5 years of continued success David moved his efforts and expanded the company to Denver, Colorado in 2005 where he is currently the Principal of BAM Advisory Group.
David is a highly energetic financial professional with 20 years of industry experience who appreciates the opportunity and unique challenge of working with a variety of clients. He is dedicated to forming long-lasting relationships with each and every client, and is passionate about providing sound advice. David’s expertise includes Retirement Income Planning, Social Security Maximization, Estate Planning and Tax Mitigation.
David is able to build portfolios with greater objectivity, having no proprietary business obligations for himself and BAM Advisory Group. Being an independent advisor allows him to focus strictly on the needs of the individual. David's licensing and certifications include the Series 66, Life & Health, Long-Term Care, Registered Investment Advisor, Registered Financial Consultant®, Certified Financial Fiduciary®, National Social Security Advisor®.
Outside of helping family, friends and community members plan for their future, David also enjoys all the beauty and adventure Colorado has to offer with his wife, Kristy, and sons, Jordan and Ty. When away from the office, he spends a good majority of his time mountain biking, snowboarding and CrossFitting.
Kristy Afraimi made her move to Denver, Colorado from San Jose, California in June of 2005 to harness an opportunity to take her experience in Operations and Financial Services and, along with her husband, start their own company. While the two of them had enough in common to marry, their professional differences made them a dynamic team in operating a business together.
Kristy brings over 15 years of Operations Management experience across a variety of industries. She is a hard-working, highly detail-oriented and dedicated individual. While she enjoys the multifaceted and fast-paced aspects of the Financial Services Industry, the real enjoyment in her work comes from systematically creating and implementing strategies to grow and better their business for their clients. Cultivating meaningful and trusting relationships with the clients they serve is a number one priority!
Kristy is the proud mom of 2 amazing boys - every precious moment is spent with them. Her spare time includes Cross-fitting, snow-boarding, and lending a helping hand to anyone who needs it.
Licensed Insurance Professional
Felisa Gomez is a hard-working professional who enjoys learning. Felisa started her career in the Financial Services Industry with AXA Advisors where she obtained her Colorado Life & Health, and Series 7 License.
Graduating from the University of Wyoming in 2016, with her Bachelor’s Degree in Psychology, Felisa was prepared for a career in the mental health field. Her enjoyment and desire to make a positive and lasting impact on people’s lives led her to believe that this was the career path best suited to her. A month prior to graduating, Felisa’a father passed away unexpectedly from cancer. His death came only four months after being diagnosed. Felisa’s family was not prepared for the grief nor for the financial hardship that came with her father’s quick passing. This very challenging time in her life opened the door to a career path in the Financial Services Industry. Felisa decided that she wanted to use her passion for helping people to better prepare them, financially, for unexpected tragedies and hardships, so they would not have to go through what her family did.
During her downtime Felisa enjoys taking her dog on hikes, running, and doing yoga. When Colorado grows cold, she enjoys snowboarding and cross-country skiing.
Maxwell Ross, our Colorado Native! Maxwell Ross grew up in beautiful Colorado in the town of Arvada, with his parents and older sister.
Max attended Fredonia State University of New York, a small school in upstate New York, about an hour South West of Buffalo. There he double majored in Finance and Economics as well as played for the schools Division III hockey team. Although hockey was the driving force behind his decision to go to school in New York, his desire to have a career in the Financial Services industry is what drove his chosen course of study. Max knew, very early on, that a career in the Financial Service Industry was what he wanted.
Having the ability to alleviate the stress and worry people feel about their financial futures is something Max truly sees value and inspiration in.
In Maxwell’s down time he enjoys golfing, playing hockey and spending time with his dogs. He also loves the outdoors and likes to take advantage of all the activities that Colorado has to offer.