INVESTMENT TEAM

Estate Counselors, LLC
  • Registered Investment Advisor, Securities and Exchange Commission - Investment Act of 1940
  • Wisconsin Department of Financial Institutions, Division of Securities - Wisconsin Uniform Securities Law
Andrew Willms has earned undergraduate degrees in Business Administration (Magna Cum Laude) and Economics, his Juris Doctorate (Cum Laude), and a Masters of Law Degree, in Estate Planning. He is also a Registered Investment Advisor with the Securities and Exchange Commission, and is a member of the Wisconsin Bar Association, the Florida Bar Association, and a member of the American College of Trust and Estates Council.

His licenses and professional certifications include the following:
  • Supreme Court of the State of Wisconsin - Rules of Professional Conduct
  • Supreme Court of the State of Florida - Lawyers Code of Professional Responsibility
  • Registered Investment Adviser (Series 65)
Mark Steffke is an Investment Manager for Estate Counselors, LLC. He has earned a B.S. in Finance from the University of Montana and is a Registered Investment Advisor with the Securities and Exchange Commission.
Shrey Patel is a Financial Analyst for Estate Counselors, LLC. Shrey graduated with a Master’s of Science in Finance from IIT Stuart School of Business in Chicago and a Bachelor’s in Computer Engineering from University of Pune in India. Prior to joining Estate Counselors, LLC in 2014, he worked as an Analyst Intern at Arbsoft LLC (now a part of Trading Technologies International Inc.) and Marketing Specialist Intern for a law firm in Chicago.
Laura Zakrajsheck is the Operations Manager for Estate Counselors, LLC. She has an undergraduate degree in history from St. Norbert College and has also received her paralegal certificate.