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:

• Meet the Team at Sable Point Wealth Management
  

Connect with Alex Norath:

• LinkedIn: Alex Norath
  
• Sable Point Wealth Management
  

Connect with Kimberly Stark:

• LinkedIn: Kimberly Stark
  
• Sable Point Wealth Management
  

Connect with Mike Heckman: 

• LinkedIn: Mike Heckman MS, CFP®, CEPA®
  
• mike@sablepointwm.com
  
• Sable Point Wealth Management
  
• (231) 425-4308
  

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.