The Milestone Team

The Milestone Team

Milestone Investment Management LLC is a locally owned and operated independent financial planning firm. We believe in a comprehensive, financial planning-led approach. We consider the significance of all assets in the long-term picture before we recommend any changes.

Founded in 2006, Milestone partners 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 complement their objectives.

 

Please click on each image below to learn more about a member of our team.

Dennis Ryland Crow Jr., CPFA

Investment Advisor

Dennis Ryland Crow Jr., CPFA, investment advisor, joined Milestone Investment Management LLC in May 2019. Previously, he worked as a financial analyst and strategic pricer for IBM in Rochester, Minnesota. He works alongside Chuck, providing assistance with comprehensive financial planning and investment advisory services to individuals and families. Dennis is passionate about connecting with people and educating them on using the tools they need to accomplish their financial goals. Dennis holds the Certified Plan Fiduciary Advisor designation, FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®, and is a licensed insurance agent in Wisconsin.

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 four 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 lives in Lodi with his wife, Cori, and 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 wintertime to break up Wisconsin’s long winter.

Chuck Riedesel, AIF®

Principal Owner

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.

He is 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.

 

Eric Riedesel, CFP®

CERTIFIED FINANCIAL PLANNER™

Eric Riedesel, CFP® has joined Milestone Investment Management LLC. Eric previously worked for Ameriprise Financial Services in Minneapolis as an advisor and retirement planning specialist. Before moving to the Twin Cities, Eric lived in Charlotte, NC, and worked for Vanguard as a brokerage investment professional and found a calling for the financial services industry and working with clients. Eric is passionate about collaborating with people and educating them on relevant tools and strategies to help secure their financial goals. Eric holds FINRA Series 7, 63, and 65 securities registrations through Commonwealth Financial Network®, and holds insurance licenses.

Eric is a Lodi High School graduate and a 2018 graduate of the University of Wisconsin-Stout in Business Management and Administration. Eric received a graduate certificate through The Northwestern University CERTIFIED FINANCIAL PLANNER™ Certification Education program in 2019 and proudly holds the title of CERTIFIED FINANCIAL PLANNER™.

Eric grew up around the industry and has known from a young age he has wanted to work with clients and leave the world a better place. He is proud to be in the family business and working with his father. Eric lives in Hugo, MN, with his fiancée, Rachel, and their quarantine cat, Pepper. They are very much enjoying living in a suburban area with access to walking and bike paths. Outside of spending time with family and loved ones, Eric enjoys traveling, golfing, fishing, playing cribbage, and cooking.

Dori Bilse

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.