Capital Sufficiency with Christina Burroughs and Will Froelich

Christina joined the CAPTRUST team in Phoenix, Arizona as a principal, financial advisor, in 2020. She provides comprehensive wealth management and investment advice to families, institutions, nonprofits, and companies. Whether it’s working with clients and colleagues or involvement in the community, Christina is committed to helping people live fulfilled and prosperous lives.

Before joining the firm, Christina was a managing partner at MRA Associates, serving on their Governance Board, Executive Committee, and Investment Policy Committee. For more than 20 years, Christina has engaged in a holistic approach to wealth management strategies, helping clients achieve their goals.

Will joined the CAPTRUST team in Phoenix, Arizona in 2020. He works with client families on a variety of wealth management issues, including investment advising, financial planning, tax planning, and estate planning. His professional focus is on investments and portfolio management.

Before joining the firm, Will was a partner at MRA Associates. Prior to that, he was the family investment officer at the GenSpring Family Offices’ Costa Mesa and Los Angeles, California, locations.

Will serves on both the Finance Council and Investment Council for the Roman Catholic Diocese of Phoenix. He also serves on the Finance Council of his local parish, St. Thomas the Apostle in Phoenix, where his children attend school. He is a member of the golf committee at Phoenix Children’s Hospital.

Tamarind Learning (TL) podcasts are for informational and educational purposes only. You should not construe any such information or other material as legal, tax, investment, financial, or other advice. All podcast content is information of a general nature and does not address the circumstances of any particular individual or entity. Nothing in the podcast constitutes professional, investment, legal, and/or financial advice, nor does any information on the podcast constitute a comprehensive or complete statement of the matters discussed or the law relating thereto. No information from the podcast is to be construed as instruction or a recommendation of, or an offer to buy or sell, or the solicitation of an offer to buy or sell, any security, financial product, or instrument, or an instruction or recommendation to participate in any particular investment. TL does not undertake activities requiring registration as, and is not a broker-dealer. TL does not represent that its guest’s material is accurate, current, or complete and it should not be relied upon as such.TL may provide hyperlinks to websites operated by third parties. When you select these hyperlinks, you will be leaving the Tamarind Learning site. Because TL has no control over such sites or their content, TL is not responsible for the availability of such external sites or their content and TL does not adopt, endorse or nor is it responsible or liable for any of the comments or information including advertising, products or other materials shared by its guests or that may be available through such hyperlinked websites or resources. YOUR USE OF THIRD-PARTY CONTENT, INCLUDING WITHOUT LIMITATION, YOUR USE OF ANY INFORMATION, DATA, ADVERTISING, PRODUCTS, OR OTHER MATERIALS ON OR AVAILABLE THROUGH SUCH PODCAST GUESTS AND ASSOCIATED WEBSITES, IS AT YOUR OWN RISK AND IS SUBJECT TO THEIR TERMS OF USE.