Phone: 215.348.8811


Mon–Thur, 8:30 am–5:30 pm
Fri, 8:30 am–4:00 pm

Retirement Plan Sponsors

We support thousands of employer organizations via 3(21), 3(38), and OCIO services, fiduciary partnerships, plan design optimization, financial wellness programs, and more.

Explore Our Services

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Our advisors work closely with you to determine a competitive retirement plan that addresses your company’s goals and objectives, driving better results for your organization. To get started, contact your local Doylestown office today and receive professional advice from the industry leaders at CAPTRUST.

Our Team

Christopher D. Kulick, Jr.

Financial Advisor

Paul H. Schaffer

Senior Vice President,
Financial Advisor

Rick Shoff

Managing Director,
Advisor Group

Sean E. Teesdale

Vice President,
Financial Advisor

Molly Thompson

Senior Financial Advisor,
Relationship Manager

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We collaborate with clients by asking thoughtful questions, listening intently, and providing clear and actionable financial advice.
Chris Kulick


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From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.