Our Team

Jack Moller, CFP®

Founder, President, and CEO

In 1991, Jack Moller and his father Bill established Moller Financial Services, a financial planning and investment management firm. Jack has served as president since inception. He formulates the investment and financial planning philosophy and remains personally involved in ensuring that the firm's clients remain on track to achieve their financial goals.

Markets have been in Jack’s blood as far back as he can remember. Growing up as the son of a grain trader at the Chicago Board of Trade, Jack has had a fascination with and been involved in markets for most of his life. His experience is varied with stints trading stocks on the computer, bond options in the “pit”, and bond arbitrage as part of a trading team before founding Moller Financial 26 years ago. These decades of experience in financial markets have included epic bull markets periodically interrupted by such things as the worst one-day stock market crash in history not to mention the worst financial crisis since the Depression. The ups and downs have helped form Jack’s belief in the importance of implementing systematic strategies that keep the emotions out of investing. Jack continues his love affair with markets as an avid reader and occasional writer on all things related to markets and economics.

Jack earned a Bachelor of Arts degree in Economics and a Master of Science degree in Industrial Engineering from Stanford University before going on to attain a Master of Business Administration degree from the Kellogg School of Management at Northwestern University. He earned his Certified Financial Planner® designation in 1994. Jack enjoys living in Glencoe with his wife Susan. He (and Susan) particularly enjoy traveling, spending time outdoors, hiking, bike riding, and avidly following Chicago sports teams. Jack has three adult children: Megan, Jake, and Luke.

Nate Eads, CFP®

Principal/Vice President-Client Fulfillment and Acquisition

Nate Eads joined Moller Financial Services in 2007 as a financial planner. He has passionately spent his 20+ year professional career partnering with clients on the development and management of their financial plans and investment portfolios.

While Nate attends to all the details associated with comprehensive wealth management, he emphasizes educating his clients and focusing on the big picture so they can spend their time and energy doing what they enjoy. He also has extensive experience working with families with special needs. As the Vice President-Client Fulfillment and Acquisition, Nate oversees the client services and financial planning departments.

Nate earned a Bachelor of Business Administration degree from the University of Iowa and has held the Certified Financial Planner® designation since 2005. He lives in Deer Park with his wife, Jill, son, Brody and daughter, Bridget. Nate enjoys the continuous frustrations that accompany trying to improve his golf game and learning to play the guitar, as well as riding his Harley Davidson® Road King Classic motorcycle. He is also a coach for the Lake Zurich Baseball and Softball Association.

John Nowak, CPA, CFP®, CPWA®

Principal

John Nowak has nine years experience helping individuals and families build, manage, and protect their wealth. Prior to joining Moller Financial Services in 2007, John was a finance manager at Anthem, Inc. and an auditor at Ernst & Young, LLP.

Having grown up in his family's pharmacy business, John focuses on personalized attention and listening to clients’ concerns and pursuits before creating a solution. He manages and simplifies complex financial situations that often include retirement plans, employer stock compensation, college savings, and tax planning.

John Nowak is a registered Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™, and Certified Private Wealth Advisor®. He serves as the finance chairperson at Southminster Presbyterian Church in Arlington Heights. John lives in Mount Prospect, enjoys time with his family (Kim, Kate, and Ben), and is a lifelong learner. He graduated from University of Illinois (go Illini!) with honors and a degree in Accountancy.

Patti Hughes, CPA, CFP®

Financial Planner

Patti Hughes joined Moller Financial Services in May 2017 and serves as a Financial Planner. Patti is responsible for developing financial plans and quarterly reports, servicing clients, and participating in client review meetings. Prior to joining Moller Financial she was a financial analyst with Baker & McKenzie, and an auditor with Guaranteed Rate. Patti also was a controller with Mortgage Bancorp and has experience working with small business clients in public accounting.

She recently completed the Certified Financial Planner Certificate program at Northwestern University and is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™. Patti graduated from DePaul University with a Master of Science in Accountancy degree, and from Western Illinois University with high honors and a Bachelor of Business Administration degree.

Patti lives in Deer Park and also has a condo in Lincoln Park. She enjoys spending time with her husband, Bill, and her three adult children, Shannon, Ryan and Meagan. Her hobbies include boating on Lake Geneva, golf, watching college football and traveling.

Faith Charles

Business Manager/Chief Compliance Officer

Faith Charles joined Moller Financial Services in 2004 and serves as our business manager/chief compliance officer. Faith has worn many hats during her tenure at Moller Financial and has managed all departments at various times, including operations, client fulfillment, and marketing. Faith currently oversees all company departments to ensure that we provide the best service possible for our clients while achieving our strategic company goals and objectives.

Faith graduated from the University of Illinois at Chicago with a Bachelor of Arts degree in Psychology. She lives in Mundelein with her husband, Alex, and daughter, Lana.

Roshne Patel, RP

Client Services Associate

Roshne Patel joined Moller Financial Services in 2006 and serves as our client services associate. Roshne is responsible for ensuring all our clients' needs are met by handling questions and requests, and overseeing daily account activities. She also has broad experience with our custodian's forms and policies.

Roshne graduated from Northern Illinois University with a Bachelor of Science degree in Economics and has also completed the Registered Paraplanner program through the College of Financial Planning.

Patricia Messett

Operations Associate

Patricia Messett joined Moller Financial Services in 2010 as our operations associate and will usually be the first person to greet you when you visit or call our office. Pat is responsible for providing administrative support to the business manager and president, assisting with internal finance and accounting needs, and maintaining our office facilities.

Pat is an experienced administrative assistant who enjoys helping others. She lives in Mundelein and enjoys playing bingo and reading. Pat has one adult son, Jack.

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