Hevan Patel came to wealth management through a genuine fascination with investing – an interest rooted in curiosity. That curiosity, combined with the belief that thoughtful financial decisions can meaningfully shape an individual’s long-term future, is what drew him to this work and keeps him engaged in it every day.

Before joining Nadler Financial Group, Hevan worked as a Valuation Specialist at Harvest Investments, where he developed a strong foundation in investment analysis, financial modeling, and market research. He brings this analytical expertise to his role at NFG, where he prepares and updates financial projections for retirement and education planning, assists with portfolio analysis and performance tracking, conducts investment research, and helps prepare materials for client meetings. He also coordinates client paperwork and account processing, ensuring that the details behind every client relationship are handled accurately and in line with firm and compliance standards.

What motivates Hevan is being part of a team that brings structure, clarity, and discipline to financial decision-making. He values the consistency of this approach and the impact it has in helping clients stay aligned with their long-term goals

Hevan holds a Bachelor’s degree in Finance and Supply Chain Management from DePaul University.

Outside of work, Hevan stays active - both in the gym and through sports. He follows the NBA and NFL closely and enjoys playing whenever he has the opportunity. He also has a genuine enthusiasm for trying new foods, whether that means a new restaurant, a trending snack, or unique flavors.