Tag: Financial Plan

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Get To Know The Team At Sable Point Wealth Management with Kimberly Stark and Alex Norath (Ep. 4)

Get To Know The Team At Sable Point Wealth Management with Kimberly Stark and Alex Norath (Ep. 4)

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There are many dials that make the Sable Point Wealth Management clock go round, and Kimberly Stark and Alex Norath are two of those dials!

In this episode, Mike Heckman is joined by Kim and Alex to explore the unique dynamic they have created at Sable Point while revealing everything you need to know about the firm’s two-team approach. 

Everybody has a unique origin story of why they have the role they do, and that’s exactly what Mike, Kim, and Alex talk about!

They discuss: 

  • Kim’s experience working at a cable company and how her customer experience has shaped her into the professional she is today
  • Their favorite part about working with Sable Point’s clients — and what sets the company apart from their past roles and employers
  • Alex’s experience as a Sable Point team member — and how he leverages his role virtually
  • Their roles at the company and what they have learned from each
  • Sable Point’s ‘Hierarchy of Needs’ and how they use it as a guide to help and support clients 
  • And more!

Resources:

Connect with Alex Norath:

Connect with Kimberly Stark:

Connect with Mike Heckman: 

About Alex Norath:

Alex loves building relationships with his clients and helping them with one of the most important aspects of their lives. 

Alex has his Series 66 Securities License. His education includes a Bachelor’s degree from Westminster College in Fulton, Missouri. In 2012, he got a degree in Elementary Education. In a few years, he realized he had a passion for finance and returned to school to get his MBA, which he earned from Lindenwood University in St. Charles, Missouri, in 2016.

About Kimberly Stark:

Kim joined Sable Point Wealth Management in February 2020.  She has been an investor for most of her life and has over thirty years of experience in the banking and communication services industry.  At Sable Point, Kim personifies a culture of service first, with an aptitude for technological and financial tools.  She strives to consistently exceed expectations in financial service delivery.

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Welcome To The Wealth Dock Podcast! With Your Host, Mike Heckman (Ep.1)

Welcome To The Wealth Dock Podcast! With Your Host, Mike Heckman (Ep.1)

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The wait is finally over. Now you can learn about Sable Point Wealth Management’s tailored financial strategies from wherever you are!

Introducing, The Wealth Dock Podcast with Mike Heckman 🎉

In this inaugural episode, Mike introduces himself and his investing philosophies while revealing what his show will be all about. 

Mike discusses: 

  • Sable Point’s ideal client and how he can instantly tell if someone is a good fit
  • How he (accidentally) got started in the financial services industry
  • The business and investing philosophy he implements with the investors and clients he works with (whether they’re new or highly experienced)
  • His connection with the martial arts world
  • What success means to him
  • And more!

Resources:

Connect with Mike Heckman: 

About Your Host:

Mike Heckman, MS, CFP®, CEPA®, BFA®, CDFA®, AWMA®, CRPS®, CRPC®, is a nationally recognized Financial Educator, Author, Speaker, Retirement Planner, and Wealth Advisor.

Mike and his team have been helping business owners, medical professionals, and retirees preserve, protect and pass on their wealth for over 12 years. In 2019, Mike founded Sable Point Wealth Management, serving Western Michigan with offices in Ludington and Spring Lake.

He’s currently conducting dissertation research on wealth preservation strategies in retirement to complete his Financial Management Doctorate from California Southern University.

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