Jack Moller, CFP®

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.