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)
Michael Willms has an undergraduate degree in Accounting. He spent 11 years with the investment firm of Robert W. Baird Company, both in its compliance department and as an institutional preferred stock salesman. In addition to his position with Estate Counselors, LLC, Michael is currently employed by Buckman, Buckman and Reid, Inc. as an institutional fixed income advisor.

His licenses and professional certifications include the following:
  • General Securities Representative (Series 7)
  • General Securities Principal (Series 24)
  • Registered Options Principal (Series 4)
Attorney Scott Burns is of Counsel to Estate Counselors, LLC. In addition to his law degree, Scott Burns has both an undergraduate and Masters Degree in Business Administration (finance concentration). Mr. Burns holds the Chartered Financial Analyst (CFA®) designation. He is also the principal of Burns Law Offices, S.C.

His licenses and professional certifications include the following:
  • Supreme Court of the State of Wisconsin - Rules of Professional Conduct
  • Chartered Financial Analyst
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.