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  3. Note from Co-Founders

Note 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.

Thank you for visiting our site.  We look forward to hearing from you.

Angela Baurley
Managing Partner/Co-Founder
LPL Registered Principal
Wealth Manager

Taunya Villicana
Managing Partner/Co-Founder
Wealth Manager

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

2476 E River Road, Tucson, Arizona 85718

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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:
AZ, CA, CO, CT, FL, ID, IL, IN, MA, ME, MN, MO​, NC, NE, NM, NV, NY, OH, TX, VA, VT, WA, WI
​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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