Angela (Angie) Burgess is the President and CEO of Broad Oaks Consulting, LLC. A former philanthropic director and financial planning executive, she now serves as a trusted advisor to not-for-profit organizations on strategic planning, revenue generation, and investment development. She is a compassionate, business-minded leader and clear communicator who develops concrete, achievable strategies that create financial stability and drive growth in reach and impact.
Prior to founding Broad Oaks Consulting, Angela served as Director of Philanthropy for Mercy Home for Boys & Girls, one of Chicago’s oldest and most well-respected child services organizations. In less than two years, she more than doubled the organization’s major gifts program from $2 million to $4.5 million through building a high-performing philanthropy team and establishing metrics and expectations that cultivated long-term giving. She met face-to-face with donors nationwide, gaining deep, personal insight into their motivation and creating friendships she will always treasure.
Angela left a successful corporate career to pursue her passion for not-for-profit work after discovering the impact her skills could have on helping others in need. Previously, she held leadership roles at The Principal, Morgan Stanley, and MetLife Investors, where she gained a wealth of knowledge in insurance planning, charitable trusts, complex gifts, and accounting. During her tenures, she collectively led more than 300 financial advisors and insurance agents to achieve client and firm goals. She earned her securities and insurance licenses and conducted hundreds of investment seminars for some of the nation’s largest corporations in both Spanish and English.
With 17 years of sales, recruiting, and speaking experience, Angela thrives on empowering others to become the very best version of themselves. She in an accomplished writer and speaker, offering tangible takeaways to transform and motivate organizations and their teams. She has volunteered as a medical and legal advocate for victims of sexual assault with Mujeres Latinas en Acción and remains active in the fight against sexual abuse and human trafficking. She is a mentor with Big Brother Big Sisters of Houston and serves on the International Committee of the Houston Livestock Show and Rodeo.
Angela earned her B.A. from Central College in Pella, IA, graduating Cum Laude with a double major in Spanish and Communication Studies, with an emphasis in rhetoric. During college, she spent a year in Spain and a summer working in Washington, D.C. for lobbying firm, Cassidy & Associates. A native Iowan, Angela currently lives in Houston, TX with her husband, Gary. In her free time, she enjoys reading, traveling and spending time with friends and family.