Our Associates
Rick Shibel
Senior Vice President/Investments
• Series 7, General Securities Representative |
• Series 63, Uniform Securities State Agent |
Experience
After earning a Bachelor of Science in Management from St. John Fisher College, Rick began his financial services career at Phoenix Home Life Insurance. There, he began a longstanding relationship with the employees of local businesses and corporations in the Syracuse area by helping them manage their pension plans and life insurance needs. He continues to specialize in working with current and retired clients.
Prior to joining Stifel in 2017, Rick served as a financial advisor at A.G. Edwards/Wachovia Securities from 1998 to 2008 and Morgan Stanley from 2008 to 2017.
Specialties
Rick specializes in the strategic oversight of retirement plan assets for individuals and small businesses.
Through Stifel, Rick also focuses on:
• Financial Planning |
• Insurance and Annuities |
• Cash Flow Management |
• Long-Term Care |
• Lending and Borrowing Services |
• Retirement Planning |
• Tax-Efficient Strategies |
• Transitioning Wealth |
• Asset Management |
• Multi-Generational Planning |
Community Involvement
Rick's passion for working with his clients is equaled only to his dedication to his community and his family. Rick is a past lector and active member of Saint Elizabeth Ann Seton Church. He is also a former member of the fundraising committee that helped build Seton Hall, a community center that serves the Saint Elizabeth Ann Seton Church parish. Rick was also a past board member of the Baldwinsville YMCA, where he served for 10 years.
He remains an original and proud investor in the Syracuse Crunch, a professional ice hockey team in the American Hockey League and the primary development affiliate of the Tampa Bay Lightning.
Mary F. Gomez
Registered Client Service Associate
Mary began in the financial services industry with Prudential Securities in 1996 and joined Stifel in 2017. As the first point of contact, Mary primarily serves as the liaison between Rick and his clients. She is responsible for overseeing all administrative and operational activities while coordinating the information needed to analyze and evaluate clienneeds.
She holds Series 7, 63, and 65 securities licenses as well as life, health, and variable insurance (including annuities) licenses.
Sheila Powers
Client Service Associate
Experience
Sheila serves as the primary client liason, responsible for managing the client on-boarding experience, ensuring that clients' accounts are operating smoothly, and helping to ensure that questions and concerns are answered in a timely manner.