Originally from Indianapolis, Angi headed West after high school to study at Arizona State University and received her Bachelor of Science in Finance and Management.
Angi loved the sun and warm weather of Arizona but wanted more. She moved to Southern California in 1991 and began working in the environmental field. After a few years, she began her professional career at Unocal / 76 Products. After 24 ¾ years (or 24.76 years at 76), Angi retired from Phillips 66 / 76 and started her second professional career with her husband Ron Burkard at the Pinnacle Group Financial Services.
Angi’s strong suits are finance, marketing and project management. Ron quickly made use of these skills and now clients can talk to Ron or Angi with any of their concerns or questions.
Angi currently holds her Life and Health Insurance License and is in process to get her Series 7 and Property & Casualty Insurance License.
Angi thinks one of the best things about joining the Pinnacle Group besides working side by side with Ron and Catalina is the fact that she is helping grow the business that Ron started.
Angi is Ron’s only client that has a work optional lifestyle that Ron says is no longer optional.