Affinity Wealth Management has a proud culture of giving back to the community.
Co-Founder and Managing Partner Angela Baurley is a member of the Rotary Club of Tucson where she devotes her time to community and humanitarian based service projects. She was named a Paul Harris Fellow in 2009 by the Rotary Foundation of Rotary International and now serves as the Chairwoman of the Rotary Club of Tucson’s Wine Appreciation Fellowship. In 2008, Angela received Level I Sommelier Certification from the Court of Master Sommeliers.
Angela has served as President of the Board of Directors for the local affiliate of Habitat for Humanity (one of the largest in the country) for 3 years. A Board of Director’s member for 5 years, she has served as the affiliate’s Treasurer, Audit Committee Chairwoman, and Finance Committee member.
In 2010, Angela was recognized by Inside Tucson Business as a Southern Arizona Up & Comer. The award honors Southern Arizona’s rising stars that, early in their career, are making significant contributions to the community. In 2007, Angela received Tucson Business Edge’s “Top 40 under 40” award that recognizes up-and-coming business and community leaders under the age of 40.
Co-Founder and Managing Partner Taunya Villicana is a former member of the Advisory Board for Southern Arizona Community Bank. She is also past President of the Sunnyside School District Foundation Board and is a member of the Tucson Airport Authority Advisory Board. In 2009 she was inducted into the Sunnyside School District’s Old Pueblo Cross Country Hall of Fame and Hall of Honor. In addition, Taunya was nominated for the 2009 Women of Influence Award, for women leaders who are making a difference in our community.
She is the former Chairwoman of the American Red Cross State Service Council and former President of the Community Needs and Preparedness encompassing a ten state region. She served for six years on the Board of Directors for the Southern Arizona Chapter of the American Red Cross. Taunya has served on the board of the Arizona Town Hall and is the former President of Kiwanis de Amigos and a member since 1991. She is also a former Chairwoman of the Board of Directors for the Tucson Hispanic Chamber of Commerce.
In 2006, Taunya received Tucson Business Edge’s “Top 40 under 40” award that recognizes up-and-coming business and community leaders under the age of 40.
Through Pima Community College’s Continuing Education Program, Angela and Taunya have both hosted investment consultations that provided financial resources and advice to widowed women, divorcees, and business owners.
LETTER FROM CO-FOUNDERS
We understand that who you choose to manage your money is a monumental decision and ultimately comes down to trust. Whether you’re looking ahead to retirement, have assets in need of oversight or are responsible for your organization’s accounts, the choice you make will have impact for years to come.
At Affinity Wealth Management, you can expect us to make your interests the priority in all areas of our service. Our independence is the key to your success. We have no corporate mandates to serve, and our only obligation is to pursue your goals. During the early years of our careers working for large investment firms, we began organizing neighborhood financial seminars for people in the midst of significant transitions in their lives. A light went off, and we both realized that focusing on educating and advocating for clients is a very satisfying and positive endeavor. We’re proud to have built our business on the principles of independence, honesty and open communication.
Please call us to discuss how our approach may benefit you.
Co-Founders and Managing Partners