Your Team
Angela Baurley
Co-Founder and Managing Partner
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.
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-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.
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.
Vanessa Bell
Executive Assistant / Paraplanner
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.
Strategic Partners
We have developed trusted relationships with highly qualified experts in the area of estate planning, accounting, and legal advice. We will confidently refer you as necessary.
