From Classroom Curiosity to Hevel Capital: My Journey in Finance

I founded Hevel Capital in early 2024 following 13 years of experience in a variety of finance roles. My passion has always been investments and doing something bigger than myself where I feel like I’m making an impact, hence the launch of Hevel Capital. I knew I wanted to do something in finance since my senior year in high school. I can vividly remember the birth of this passion in a senior high school political science class in 2006 where several classmates started a virtual stock trading competition. I was initially skeptical and had little interest but it quickly captured my attention. A great teacher noticed the interest from the class and taught a few lectures about the stock market.

The more I dug in, the more interested I became which resulted in invitations to a stock club that the teacher was part of and some of my favorite memories with my grandpa. I went to my grandparents place a few times per month for several months before leaving for college to talk about stocks and learn investments from him. He even introduced me to his financial advisor at the time! The class birthed an interest and my grandpa fueled the passion through quality time that we spent together. Those moments went far beyond just discussing stocks; they were deeply meaningful, especially in retrospect.

Fast forwarding nearly two decades, I now hold both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations, which are the major certifications in the financial industry. The CFA designation signifies expertise in investment analysis and portfolio management, while the CFP® focuses on comprehensive financial planning, including retirement, tax, estate, insurance planning, and charitable giving strategies. In prior roles, I have been quoted in major financial publications such as the Wall Street Journal and Bloomberg, which has further honed my expertise and perspective.

However, in each of my prior roles, something was always missing. I’ve always been competitive and strived to be the ‘best,’ which is a good recipe for success in the finance world. However, the personal connection was lacking. Reflecting on where my passion for investments began, it was the people, like my teacher and grandpa, who inspired me. I want more meaningful interactions in my career. Helping others with things that matter is rewarding and fuels my drive. My teacher and grandpa did it for me, and at Hevel Capital, we strive to be a trusted partner for others, enriching the lives of all stakeholders, not just clients.

Hevel Capital was two years in the making, born from my quest to find purpose in a field where I could truly make a difference. I find true fulfillment in helping others, and finance is the area where my expertise lies, making it a natural fit to start Hevel Capital. During this journey, I deeply reflected on my values, goals, and the impact I wanted to have. I envisioned a firm that not only provides expert financial advice but also operates with a heart for service, integrity, and personal connection.

'Hevel' is a reminder to value relationships and treat others as you want to be treated. This is the foundation of Hevel Capital and what the brand stands for. We are in the business of serving others through a relationship-driven business that helps clients achieve their dreams and goals through personalized and trusted financial advice. We want each client to have peace of mind knowing that they have a trusted financial partner so that they can spend more time focusing on what matters most to them.