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.
Founder, CEO, MBA
LPL Financial Advisor, MBA
Debora Wood, MBA, has worked in the financial services industry for over 28 years. She began her investment advising career with Merrill Lynch in 1993 and was recruited by Dean Witter (Morgan Stanley) in 1997. Debora joined LPL Financial and the Affinity Financial Group in 2009. She opened an LPL Financial home office in 2011, and rejoined the Affinity Wealth Management Group in August 2022.
Debora holds the following securities industry licenses: series 7, 65, 63 (with LPL Financial), and insurance. She is licensed in fourteen states. Debora graduated magna cum laude from Arizona State, earning a BS degree, and she earned her MBA degree from the University of Arizona.
Director of Operations / 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.
Prior to joining Affinity Wealth Management in 2023, Sarah worked in the financial industry for eight years. From working as a Teller for WaFd Bank to a Universal Banker for Foothills Bank, her experience in local community banking provides valuable knowledge regarding account maintenance and back-end operations, among other things. Most recently, Sarah worked on the client service team for another wealth advisor and brings with her fresh insight into the industry as well as her exceptional administrative skills.
Originally a Texas native, Sarah has lived in Arizona for 24 years, of which 11 years have been spent in Tucson, a city she is proud to call home. When not at work, she enjoys spending time in nature with her husband and dog, and she has several various artistic pursuits about which she is passionate.
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