CALIFORNIA CONSUMER - Key Persons
Job Titles:
- Founder & CEO, Registered Principal, Wealth Manager
- Registered Securities Principal
Angela started Affinity Wealth Management believing that independent
Angela is a Registered Securities Principal. She holds Series 24 licensing, OSJ (Office of Supervisory Jurisdiction), and securities industry registrations with LPL Financial: Series 7, 65, 63, 31, & Insurance. She is an LPL Investment Advisor Representative in numerous states.
Debora has worked in the financial services industry for almost three decades. She began her investment advising career with Merrill Lynch in 1993, then was recruited by Dean Witter (now Morgan Stanley) in 1997. She joined the Affinity Wealth Management team from 2009-2011, when she then opened her own office. We were happy to have Debora rejoin our team in August of 2022 as a Wealth Manager. Debora graduated magna cum laude from Arizona State University where she earned her BS degree, and she earned her MBA degree from the University of Arizona. She holds securities industry registrations with LPL Financial: Series 7, 65, 63, & Insurance, and is licensed in fourteen states.
Sarah held several positions within the financial industry over the years prior to joining the Affinity Wealth Management team in early 2023 as the Investment Assistant. From starting as a Teller for WaFd Bank (formerly Washington Federal) to rising as a Universal Banker for Foothills Bank, her time spent in local community banking provides valuable experience and first-hand knowledge regarding account maintenance and back-end operations, among other things. Most recently, Sarah worked as a Client Service Administrator for another local wealth advisor and brings with her fresh insight into the industry, as well as her exceptional administrative skills and high-touch client service.
Originally a Texas native, Sarah has lived in Arizona for over 20 years, most of which has been spent in the Tucson area, a city that she is proud to call home. When not at work, she enjoys spending time in nature with her husband and dog, and she has various artistic pursuits about which she is passionate with a particular fondness for painting.
Vanessa earned her BA in Psychology from Rutgers University before entering her years spent on the bustling floors of both the New York and American Stock Exchanges with a particular emphasis in operations. This hands-on experience would prove to be invaluable throughout her career, notably in Broker Operations at Commodities Corporation (now Goldman Sachs) and as a Brokers Assistant at Smith Barney (now Morgan Stanley). Vanessa has been with the Affinity Wealth Management team for almost a decade and has earned her current role as Director of Operations by demonstrating exceptional loyalty to the company and its clients, many of whom have since grown to
view her as a friend.
Previously a Tucson resident, Vanessa moved back to Connecticut several years ago to reconnect to her roots and be closer to her aging parents and her brother's family, and she greatly values their time together. Her personal time is otherwise spent running, out on the water with her rowing team, or traveling with friends.