Strategic Resource, AFC, CAP, CFP, MS

A third-generation native Tucsonan, Angela was proud to be the first in her family to graduate from college, earning her degrees from the University of Arizona and the College for Financial Planning. She brings with her over 20 years of experience in the financial industry to Affinity Wealth Management in the role of a Strategic Resource. Angela holds licenses in Series 7, 63, & 66, and is a Certified Financial Planner (CFP®), a Certified College Funding Consultant (CCFC), and a College Access Professional (CAP).

Angela is invested in providing unmatched service to her community. She has served on the Board of Directors of the Southern AZ Estate Planning Council (SAEPC), as a Mentor for the CFP Board of Standards, and as an Adjunct Professor with the Personal & Family Financial Planning program at the University of Arizona.

As an Indian® motorcycle enthusiast, Angela enjoys spending her free time riding to bike events near and far. She also loves training her father’s service dog and attending local dog-friendly events.

Bruce became insurance licensed here in AZ. In 1985. He represented Colonial Life as an independent agent from that year until December of 2021 when he retired from that endeavor.

In 2014, he was approached by a friend in the Medicare business. After extensive research and learning, he got contracted with the appropriate Carriers and started his Medicare journey. Since then, he’s helped nearly 400 clients find a plan that best fits their needs. It’s not a “job” for Bruce, it’s become his passion to help seniors navigate the confusing “waters” of Medicare, and in many cases, understand it like they never did before.

Bruce conducts Educational Medicare Workshops (virtual and in person) that are guaranteed to leave you more knowledgeable about Medicare than you were before. Absolutely no selling at these workshops, just great information. If you like what you hear and would like to schedule a follow-up meeting, that’s up to you.