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About Us

Who We are

The Milwaukee Company is a wealth management firm based in Thiensville, Wisconsin.  We offer investment related services to individuals, trusts, investment entities, and charitable organizations.  We also provide insights and advice on how to reduce income taxes on investment portfolios, as well as plans to successfully transfer wealth to family members and charitable organizations.

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Our Team


Andrew Willms, JD., LL.M

Mr. Willms is The Milwaukee Company’s Founder, President, Chief Executive Officer, and Chief Compliance Officer.  Andrew has primary responsibility for the management of client investments, compliance, and oversees the management of client accounts.  Mr. Willms is also an attorney with over thirty years of legal experience in the areas of estate planning, charitable giving, corporate law, and taxation law.  He has assisted his clients with all aspects of estate and retirement planning and is a fellow of the American College of Trust and Estate Counsel.  He has also been recognized by both Best Lawyers and SuperLawyers attorney ranking services as one of America’s top estate planning lawyers.


Michael Willms

Michael is part of the portfolio strategy and wealth management teams at the Milwaukee Company. Michael has 40 years of extensive experience in both capital market operations and portfolio management. He received a Bachelor of Business Administration degree from the University of Wisconsin majoring in Accounting. Michael met FINRA’s registration requirements and has previously been designated as a general securities principal, options principal, and financial and operational principal.


Shrey Patel

Mr. Patel serves as The Milwaukee Company’s Portfolio Manager.  Shrey oversees the development of The Milwaukee Company’s investment strategies and the management of client portfolios.  He earned his Master’s degree in Finance from IIT Stuart School of Business in Chicago and also holds a Bachelor’s degree in Computer Engineering.  Shrey has also successfully completed Levels I and II of the Chartered Financial Analyst exam and is a Level III candidate.


Steven Doll

Mr. Doll is a Portfolio Strategist for The Milwaukee Company.  Mr. Doll assists with generating quantitative portfolio analytics and investment strategy development.  Steven graduated from the University of Wisconsin – Milwaukee with a bachelor’s degree in Finance and a certificate in Investment Management.  Steven has completed Level I of the Chartered Financial Analyst exam and is a CFA Level II candidate.

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James Picerno

Mr. Picerno is The Milwaukee Company’s Director of Analytics.  Mr. Picerno plays a lead role in the development of mathematical models used by The Milwaukee Company for strategy development and assessment, as well as risk management and stress testing of client portfolios.  Mr. Picerno has been analyzing finance and macroeconomic topics since the early 1990s and is the author of three books: Quantitative Investment Portfolio Analytics In R: An Introduction To R For Modeling Portfolio Risk and Return (Beta Publishing, 2018); Nowcasting The Business Cycle: A Practical Guide For Spotting Business Cycle Peaks Ahead Of The Crowd (Beta Publishing, 2014); and Dynamic Asset Allocation: Modern Portfolio Theory Updated For The Smart Investor (Bloomberg Press, 2010).

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Maddie Arcuri

Maddie Arcuri is an Assistant Portfolio Manager with The Milwaukee Company.  She assists with the management of client portfolios and the administration of client accounts.  She also assists with generating client reports and internal analytical reports, and responds to client requests and inquiries.  Maddie holds a Bachelor’s Degree in Finance from Northern Michigan University.


Laura Zakrajsheck

Ms. Zakrajsheck serves as The Milwaukee Company’s Operations Manager.  She is available to assist The Milwaukee Company’s clients with administrative account-related matters.  Ms. Zakrajsheck also assists in matters pertaining to compliance; ensuring our firm meets or exceeds all federal and state mandated regulations and best practices. Ms. Zakrajsheck graduated from St. Norbert College with a bachelor of arts degree.

The Milwaukee Company™.  All rights reserved. Privacy Policy.
The content found on this website is for informational purposes only. Nothing presented on this website should be regarded as investment advice or as a solicitation for the provision of investment advice or for the purchase or sale of any security or investment.  Visitors to this site should conduct their own independent research before acting on any information found on this site. To learn more please refer to our Terms & Conditions.
The Milwaukee Company™ is a tradename of Estate Counselors, LLC.  Services provided by The Milwaukee Company™ do not constitute legal services, and neither The Milwaukee Company™ nor Estate Counselors, LLC are law firms or are licensed to practice law in any state or jurisdiction.


414 N Main Street

Thiensville, WI 53092


(262) 238-6980


(262) 238-6999