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In light of COVID-19 we have transitioned to operating remotely. Our team is here for you. For immediate assistance please contact Elizabeth at 520-403-1219.

Creating a Financial Plan For

Financial Freedom

Pursuing Independence by

Working Together

We Can Help

Planning for a Better Life

Independent Financial Planning

Our approach is simple - make decisions that serve our clients' best interests. With this goal in mind, Affinity Wealth Management is dedicated to offering independent investment advice, a comprehensive, long-range perspective on the market, rigorous account oversight, and clear client communication.

Established in 2002, we are a locally-owned independent business currently maintaining portfolios for individual investors, business owners and organizations in numerous states.

We invite you to contact us.


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Our Services

There are many financial products in the market.  Choosing those that best meet an individual client’s needs can be complicated. 

We can help.

 

Retirement Income

Helping you approach retirement with confidence.

 

Financial Planning

Working with you to define a comprehensive plan to pursue your financial goals.

 

Wealth Management

A multi-disciplined service for high net worth individuals.

 

Endowments

Establish an income producing portfolio based on preserving principal per IPS.

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Your Team

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Angela Baurley

Co-Founder and Managing Partner

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Angela Baurley

Angela started Affinity Wealth Management believing that independent investment decision-making is the most logical path for client independence. 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 held with LPL Financial); holds securities industry registrations with LPL Financial (Series 7, 65, 63, 31, and Insurance) and is an LPL Investment Advisor Representative in numerous states.

 

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Taunya Villicana

Co-Founder and Managing Partner

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Taunya Villicana

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-plus 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 holds security registrations with LPL Financial: (Series 7, 65, 63, 31, and Insurance) and is an LPL Investment Advisor Representative in numerous states.

 

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Elizabeth Linaman

Operations Manager

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Elizabeth Linaman

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.  

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Vanessa Bell

Executive Assistant

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Vanessa Bell

Vanessa received her BA in Psychology from Rutgers University.  She has worked on the floor of the New York and American Stock Exchanges with particular emphasis in operations.  Vanessa also worked in Broker Operations at Commodities Corporation and as a Brokers Assistant at Smith Barney.

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.
 

Bio

Connect With Us

We welcome the opportunity to become your trusted advisor.

Phone: 520-795-3360
Email: elizabeth.linaman@lpl.com

Business Hours: 7:30am - 4:30pm

2960 N. Swan Road Ste 215, Tucson, Arizona 85712

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The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states:
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​Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

We are a locally owned independent business. 

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