Our Team

Jack Moller, CFP®

Chairman/Chief Investment Officer

In 1991, Jack Moller and his father Bill established Moller Financial Services, a financial planning and investment management firm. Jack 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 29 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®

President and Chief Executive Officer

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. Nate has been quoted in several publications including the Wall Street Journal and Forbes as well as being featured on the television program Chicagoing with Bill Campbell.

As the President and CEO of Moller Financial Services, Nate is responsible for creating, communicating and implementing the company's vision and strategic objective. Nate also maintains client relationships and 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.

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. He is also a coach for the Lake Zurich Baseball and Softball Association.

Brian Fritzsche, CFP®, CFA, CRPC®

Financial Planner

Brian Fritzsche joined Moller Financial Services in 2018 as a financial planner. Prior to his tenure at the firm, he spent over eight years as a financial derivatives trader at DRW Trading Group in Chicago. While at DRW, Brian worked in the trading pits at the Chicago Board of Trade, grew relationships with options brokers, and executed trades electronically.

Brian's goal is to enhance clients' understanding, knowledge, and decision-making while facing financial decisions. He focuses on making sure all client needs are met and assists with financial planning and quarterly reporting. Brian strives to provide comprehensive and holistic solutions in order to help prioritize and achieve financial goals.

Brian earned a Bachelor of Arts degree in Economics from Stanford University and has held the Chartered Financial Analyst® designation since 2013. He is a CERTIFIED FINANCIAL PLANNER™ professional and earned the Chartered Retirement Planning Counselor^SM designation in 2019. Brian lives in Glenview with his wife, Emily, and their son, Mason. He and Emily enjoy traveling, attending concerts, and spending time with both of their families.

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 young children, Lana and Adam.

Roshne Patel, FPQP™

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.

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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