Milestone Investment Management LLC is a locally owned and operated independent financial planning firm. As an independent business, we are free of sales objectives and product constraints, committing entirely to our clients objectives. Founded in 2006, Milestone parternered with Commonwealth Financial Network, one of the preeminent independent broker/dealers in the United States. The alliance with Commonwealth ensures that clients have access to a diverse range of investment choices and market research to compliment their objectives.
Dennis Ryland Crow
Client Services Associate
Dennis Ryland Crow Jr., Client Services Associate, has worked for Milestone Investment Management LLC since May, 2019. Previously, he worked as a Financial Analyst and Strategic Pricer for IBM in Rochester, Minnesota.
Dennis is a Lodi High School graduate and a 2017 graduate of the University of Wisconsin La-Crosse with a degree in Finance. Dennis began his finance journey serving as a financial peer mentor to college students all fours years at La Crosse. His time spent helping develop the mentorship program It Makes Cents! and reaching thousands of students each year was awarded in 2017 with the Governors Financial Literacy Legacy Award for continued excellence in helping others understand their relationship with money.
He is engaged to be married in September to his Fiancé, Cori Gerzsik. They live in Lodi with their black lab mix, Masie. Dennis is an avid outdoorsman and loves spending time with others in the woods, on the course, and on the water! They are both looking forward to traveling to warmer weather in the winter time to break up Wisconsin’s long winter.
Chuck Riedesel, AIF®
Chuck Riedesel, AIF®, Investment Advisor and owner of Milestone Investment Management LLC, specializes in helping clients prepare for retirement, invest for success, and pursue their financial goals. His educational planning approach helps clients understand and appreciate the role they play in their success.
A graduate of the University of Wisconsin-La Crosse with a degree in accountancy, and the Graduate School of Banking at the University of Wisconsin-Madison. In 2011 he received his authorization from the Center for Fiduciary Studies to practice as an Accredited Investment Fiduciary®.
Chuck has worked in the financial services industry since 1991.
He lives in Lodi with his wife Susan. Together, they have two adult children.
In his spare time, Chuck is an active volunteer in the community and enjoys traveling with family, attending sporting events, playing cards and ice fishing with friends.
Client Relations Specialist
Dori Bilse, client relations specialist, has worked for Milestone Investment Management LLC since 2011. Previously, she worked for Credit Suisse First Boston in Chicago, Illinois.
Dori is a Lodi High School graduate and a 1992 graduate of Madison Area Technical College.
In her spare time, Dori enjoys traveling, cooking, and gardening. She lives in Lodi with her husband, Scott and their two children.