Moller Financial Services began in 1991 when Jack and Bill Moller perceived a great need by many people to receive individual, customized, and independent financial advice. We now have a dynamic, talented, and experienced team of hard-working individuals whose single focus is on helping our clients reach their goals.

 

Over the past two decades, we have seen considerable transformation in the financial services industry as transaction-oriented, self-serving models have given way to client-centered and plan-focused models. We are proud to have been a part of the independent advisor community that led the way.

 

To provide top-notch, independent, and comprehensive advice, we have built our organization around key areas of expertise: investment management, tax planning, estate planning, insurance planning, special needs planning, and charitable planning. We have three planners with the Certified Financial Planner® designation, one of whom is also a Certified Public Accountant.

 

We are:

 

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.

 

Prior to founding Moller Financial Services, Jack worked in the investment management field for Hickey Financial Services and as a trader for Moller Grain Company, both in Chicago. He also has computer systems experience, having worked in the Management Systems Division of Procter & Gamble in Cincinnati.

 

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 lives in Chicago and enjoys tennis and traveling.  He has three adult children:  Megan, Jake and Luke.

 

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Business Manager/Chief Operating Officer

Faith Charles joined Moller Financial Services in 2004 and serves as our business manager and chief operating officer. Faith has worn many hats at Moller and has managed all company departments at various times, including operations, client fulfillment, and marketing.

 

Faith was promoted to chief operating officer in 2008 and now oversees all aspects of the business to ensure that we provide the best service possible while achieving our company goals and objectives. While taking on these additional responsibilities, she has maintained her direct management of the marketing and operations departments.

 

Faith graduated from the University of Illinois at Chicago with a Bachelor of Arts degree in Psychology. Faith resides in Buffalo Grove with her husband, Alex, and their two cats. She enjoys reading, traveling, and watching scary movies.

 

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Nate Eads joined Moller Financial Services in 2007 as a financial planner. He has been working in the financial services industry in the Chicago area since 1996 and has extensive experience in all areas of financial planning, especially when it comes to working with families with special needs.

 

Nate is responsible for ensuring all financial planning needs are met for his clients, participating in quarterly review meetings, preparing quarterly reports and financial plans, and overseeing annual delivery of tax information. As our client fulfillment manager, he also oversees the client services and financial planning departments.

 

Nate earned a Bachelor of Business Administration degree from the University of Iowa. In 2005, he earned his Certified Financial Planner® designation on his first attempt, a feat that only about half of the test-takers achieve.

 

Nate enjoys playing softball, other forms of outdoor recreation, and riding his Harley Davidson® Road King Classic motorcycle. He also volunteers for the Northern Illinois Special Recreation Association, where he coaches the Special Olympics basketball team. Nate lives in Deer Park with his wife, Jill, son, Brody and daughter, Bridget.

 

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John Nowak joined Moller Financial Services in 2007 as a financial planner. He is a CERTIFIED FINANCIAL PLANNER™, Certified Private Wealth Advisor®, and registered CPA.  John brings his unique experience, knowledge, and personal attention to every client relationship.

 

John is responsible for ensuring all financial planning needs are met for his clients including:  developing financial plans, holding quarterly review meetings, managing investments, and answering any questions.  With his background, John specializes in reviewing opportunities for tax savings, retirement planning, and planning for employer stock compensation.  He also oversees the compliance function for the company as chief compliance officer.

 

John earned a Bachelor of Science degree in Accountancy from the University of Illinois in Urbana-Champaign. He lives in Mount Prospect with his wife (Kim), daughter (Kate), and son (Ben).  John enjoys reading, vacationing with (or without) his kids, and is a loyal White Sox and Illini fan.

 

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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, scheduling meetings, 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.

 

 

 

 

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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 with her son, Jack, and enjoys playing bingo and reading.