Angela Baurley Co-Founder and Managing Partner
With experience at a large financial investment firm but a passion for personal empowerment, Angela started Affinity Wealth Management knowing that independent investment decision-making is the only logical path for client success. After graduating from Indiana University with honors and two Bachelor of Arts degrees, she went on to earn her MBA from the University of Arizona’s Karl Eller Graduate School of Management and launched her career at Dean Witter (now Morgan Stanley). Angela is a Registered Securities Principal (Series 24 registration); holds five additional securities industry registrations with LPL Financial (Series 7, 65, 63, 31, and Insurance) and is an LPL Investment Advisor Representative in Arizona and California.
Taunya Villicana Co-Founder and Managing Partner
Co-founder and Managing Partner of Affinity Wealth Management, is a native Tucsonan. She began her career with Merrill Lynch and has been in the industry for twenty-one years. She was recruited by Dean Witter in 1996 and then, Morgan Stanley. Taunya was awarded the Regent’s Scholarship and attended Arizona State University. Taunya has been nominated for the LPL Advisor Catalyst Award. Taunya holds the following security registrations with LPL Financial: Series 7, 65, 63, 31, Insurance and is an LPL Investment Advisor Representative in Arizona, and Member Financial Services Institute (FSI).
Elizabeth Linaman Office Manager
Elizabeth is a native Minnesotan. She graduated from Bemidji State University with a Bachelor of Science Degree in Mathematics with honors. Elizabeth worked as a Software Engineer for eight years and in the financial services industry for over ten years where she was certified Series 6, 63, and Insurance. Between careers, Elizabeth had the pleasure of raising her four children in Sedona, AZ. As a volunteer Elizabeth has facilitated groups to assist individuals working through life challenges – specifically, Crown Finances, and Divorce Recovery of Tucson.
Vanessa Bell Executive Assistant
While a student at Rutgers University, where she received her BA in Psychology, Vanessa spent her summers working on the floor of the New York and American Stock Exchanges. Upon graduation, she returned to Wall Street and worked with particular emphasis in floor operations.
She broadened her experience working in Broker Operations at Commodities Corporation (later to become part of Solomon Brothers) in Princeton, New Jersey. Vanessa moved to Chicago where she continued as a Brokers Assistant at Smith Barney (also later to become Salomon Brothers).
Several years ago, she moved to Tucson to join her family. She initially worked in the Title Industry before moving back into finance with a Mergers & Acquisitions firm.
Vanessa enjoys running competitively and seeking out new challenges.
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