Tag: Working in Financial Services
How Early Interests Can Fast-Track Your Career in Finance with Russell Schade (Ep. 11)

How Early Interests Can Fast-Track Your Career in Finance with Russell Schade (Ep. 11)

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Sometimes, a career starts long before you think—like in high school!

This week on The Wealth Dock Podcast, Mike Heckman introduces Russell Schade, a newly promoted financial advisor trainee at Sable Point Wealth Management. Russell explains how a high school aptitude test sparked his passion for financial advising, leading to an accelerated education and hands-on experience through a life-changing internship. 

So, tune in as Russell shares personal milestones, quirky study habits, and his love for hockey—offering a fresh perspective on the path to financial success!

Key Highlights:

  • Early Career Decision: Discover how Russell’s high school aptitude test sparked an early interest in finance and led him to dual enrollment, jump-starting his education
  • Internship at Sable Point: Learn how a summer internship gave Russell invaluable hands-on experience, teaching him to adapt financial strategies to diverse client needs
  • Future Plans: Russell’s next steps include obtaining his CFP designation and focusing on financial planning for agricultural communities
  • Personal Interests: Russell’s love for hockey, history, and a quirky exam-prep routine of mixing Mountain Dew with orange juice to keep him grounded and energized
  • Recent Milestones: Russell recently got engaged and earned his state license to sell life, accident, and health insurance
  • And much more!

Resources:

Connect with Mike Heckman: 

About Our Guest:

Russell Schade is a lifelong resident of Mason County, Michigan. He joined Sable Point Wealth Management in 2024. In May 2025, he will receive his bachelor’s degree in Personal Financial Planning from Central Michigan University. What drew him towards the career path as a financial advisor is his passion for helping people. More than anything, Russell enjoys spending free time with his family, especially his fiancée Anna. Russell is also an avid hockey player and enjoys wrenching on vehicles.

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Building Team Spirit & Relationships In The Workplace with Amy Wiseman (Ep. 10)

Building Team Spirit & Relationships In The Workplace with Amy Wiseman (Ep. 10)

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Personal interests and passions influence our career paths and relationships a lot more than we think (especially in the financial services industry!)

Would you agree?

This episode of The Wealth Dock Podcast introduces Amy Wiseman, the new administrative assistant at Sable Point Wealth Management. Amy unpacks her journey from Indiana to Kentucky, her academic interest in psychology, and her entry into the financial industry. 

She also highlights her commitment to client service and her enjoyment of building relationships. 

So, tune in as Amy reveals some personal anecdotes about her son, her cats, and her hobbies, giving listeners a peek into her life outside of work!

Talking points include:

  • The power of passion and adaptability — Amy’s story of changing her career path from psychology to finance
  • The process of getting to know the people behind your portfolio
  • The dynamics of working in finance (more than just crunching numbers!)
  • The value of personal connection and team spirit in the financial services industry
  • And more!

Resources:

Connect with Mike Heckman: 

Connect with Amy Wiseman:

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