Rick Shoff, AIF®, CM&AA®

Advisor Group

Rick specializes in recruiting and acquisition initiatives and is based out of Doylestown, PA.

As managing director and member of the advisor group, Rick is responsible for the firm’s business development, advisor support, and advisor recruiting and acquisition initiatives. He also focuses on serving fiduciaries of endowments and foundations and is a member of our firm’s Executive Committee.

Prior to joining CAPTRUST in 2006, Rick founded Plan Advisory Services and built the company into one of the most well-respected advisory firms in the nation and has worked in the industry since 1983.

When he is not in the office or with a client, Rick enjoys cycling.