BAM Wealth Management LLC

Jamal Schlensog is a financial advisor with BAM Wealth Management LLC in Lakewood, CO, holding Series 63 and Series 66 licenses and two years of industry experience. Prior to joining BAM Wealth Management, he worked at Fidelity Investments. BAM Wealth Management primarily serves individual and high-net-worth clients, as well as select corporations, non-profits, and employer-sponsored retirement plans. The firm offers fee-based discretionary asset management and comprehensive financial planning, utilizing a combination of third-party model portfolios, boutique managers, and in-house suitability analysis.

Liberty Streeter is a financial advisor at BAM Wealth Management LLC in Lakewood, CO, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining BAM Wealth Management, Liberty worked at Fidelity Investments and Ameriprise Financial. BAM Wealth Management serves primarily individual and high-net-worth clients, as well as select corporations, non-profits, and employer-sponsored retirement plans. The firm combines third-party model portfolios and boutique managers with in-house suitability analysis, offering fee-based asset management and comprehensive financial planning through a team approach.

Maxwell Ross is a financial advisor at BAM Wealth Management LLC with six years of industry experience. He holds a Series 65 credential and has worked with BAM Advisory Group and CreativeOne Wealth, LLC. Ross is also licensed as an insurance agent and engages in life insurance and annuity sales. BAM Wealth Management serves individual and high-net-worth clients, as well as select corporations, non-profits, and employer-sponsored retirement plans. The firm utilizes a combination of third-party model portfolios, boutique managers, and in-house analysis to deliver fee-based asset management and comprehensive financial planning.

Nicholas Donakowski is a financial advisor with BAM Wealth Management LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Merrill and Fidelity Investments. He is also involved with BAM Advisory Group, where he provides planning and client service support. BAM Wealth Management serves primarily individual and high-net-worth clients, as well as select corporations, non-profits, and employer-sponsored retirement plans. The firm combines third-party model portfolios and boutique managers with in-house suitability analysis to construct diversified, ETF- and mutual fund-based allocations and employs various specialized investment strategies within tailored plans.

Jack Walker is a Series 65-credentialed advisor with four years of industry experience. He is currently with BAM Wealth Management LLC and has prior experience at CreativeOne Wealth, LLC and Risemint Capital Advisors. Previously, he was affiliated with the University of Colorado Boulder for seven years. BAM Wealth Management primarily serves individual and high-net-worth clients, as well as select corporations, non-profits, and employer-sponsored retirement plans. The firm uses a combination of third-party model portfolios, boutique managers, and in-house analysis employing methods such as modern portfolio theory, quantitative and fundamental analysis to create tailored investment strategies.

David Afraimi is a financial advisor at BAM Wealth Management LLC with 15 years of industry experience. He holds the Series 66 designation and has previously worked at CreativeOne Wealth, LLC and Client One Securities, LLC. Afraimi is also the owner of BAM Advisory Group, where he oversees sales of fixed, indexed, and life insurance products. BAM Wealth Management serves individual and high-net-worth clients, as well as select corporations, non-profits, and employer-sponsored retirement plans. The firm employs a combination of third-party model portfolios, boutique managers, and in-house analysis to offer fee-based asset management and comprehensive financial planning.

Dylan Rauh is a financial advisor with BAM Wealth Management LLC in Lakewood, CO, holding a Series 66 designation and three years of industry experience. His career includes roles at CreativeOne Wealth, AXA Equitable, and BAM Advisory Group. Outside of advising, he has worked in various service roles and participated in junior hockey. BAM Wealth Management serves primarily individual and high-net-worth clients, as well as select corporations, non-profits, and employer-sponsored retirement plans. The firm employs a combination of third-party model portfolios, boutique managers, and in-house analysis to create diversified investment strategies, and offers services including fee-based asset management and comprehensive financial planning.

Jeremy Fritsch is a Series 66-licensed financial advisor with two years of industry experience. He currently practices at BAM Wealth Management LLC, where he has worked since 2025. Prior to joining BAM, he held positions at CreativeOne Wealth, LLC and Equitable Advisors, LLC. BAM Wealth Management serves individual and high-net-worth clients, as well as select corporations, non-profits, and employer-sponsored retirement plans. The firm combines third-party model portfolios and boutique managers with in-house suitability analysis, employing a range of investment strategies including ETF and mutual fund allocations, unified managed accounts, and option-based hedging.