MOLLER WEALTH PARTNERS - Key Persons
Job Titles:
- in 2018 As a Financial Planner
Brian Fritzsche joined Moller Wealth Partners in 2018 as a financial planner and currently serves as a senior financial planner and manager of client fulfillment and acquisition. 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.
Partner | Chief Operating Officer | Chief Compliance Officer
Faith Charles joined Moller Wealth Partners in 2004 and has served in various roles throughout her tenure. Faith currently manages and oversees all business operations of the firm including finance, compliance, marketing, and human resources while ensuring the achievement of all company goals and objectives. As a principal of the firm and member of our management team, she is dedicated to Moller Wealth Partners' long-term success as well as the happiness of both our clients and staff.
Faith graduated from the University of Illinois at Chicago with a Bachelor of Arts degree in Psychology. In her free time Faith volunteers as a Girl Scout leader and enjoys traveling with her family, yoga, and spending time outdoors in nature.
In 1991, Jack Moller and his father Bill established Moller Wealth Partners, 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 Wealth Partners. Jack's 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 and the COVID panic. The ups and downs have helped form Jack's belief in the importance of implementing systematic strategies that keep our 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 and his wife, Susan, split their time between Illinois and Florida and enjoy traveling, spending time outdoors, hiking, bike riding, and avidly following Chicago sports teams.
Job Titles:
- in 2021 As a Financial Planner
Nancy Fehrenbach joined Moller Wealth Partners in 2021 as a financial planner. Originally starting her career as an investment analyst and portfolio manager for institutional pension and insurance funds, Nancy wanted to directly impact families' and individuals' futures. She refocused by earning her CERTIFIED FINANCIAL PLANNER TM designation and has provided financial planning services to individuals and families for four years prior to joining Moller Wealth Partners.
Nancy helps people live intentionally. Focused on what is most important to them, she creates comprehensive financial plans structured to allow them to make decisions that are uniquely right to reach their goals. Communicating in an easily understood manner, she helps clients have peace of mind that they clearly understand their roadmap to achieve what is most important to them.
Job Titles:
- CEO
- President
- in 2007 As a Financial Planner
Nate Eads joined Moller Wealth Partners in 2007 as a financial planner. He has passionately spent his 25+ 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 Wealth Partners, 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.
Job Titles:
- Administrative Assistant
- Operations Associate
- in 2010 As Our Operations Associate
Patricia Messett joined Moller Wealth Partners 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 other staff, assisting with all operational and accounting needs, and maintaining our office facilities.
Pat is an experienced administrative assistant who enjoys helping others. She lives in Mundelein and enjoys spending time with friends and family. Pat has one adult son, Jack.