Customized Planning From a Skilled Team
For more than 17 years, Milestone Investment Management has helped individuals and families avoid blind spots and create a comprehensive, confident plan for retirement. We offer wisdom, guidance, and down-to-earth conversations. And as fiduciary asset managers, our decisions and recommendations will be in your best interest. Let us help you enjoy a richer way to wealth.
Chuck Riedesel, AIF®
Investment Advisor, Founding Partner
Chuck Riedesel, AIF®, Investment Advisor and Founding Partner 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.
He enjoys escaping the long Wisconsin winter with an occasional getaway to Florida to enjoy a game of golf or pickleball with friends.
Dennis Ryland Crow Jr., CFP®, CPFA
Investment Advisor, Partner
Dennis first became interested in investing in middle school. He participated in a stock market competition and won, which sparked his interest in the potential for financial gains from investing. At age 11 he started a business selling hard candy with his father, which gave him a firsthand experience of the risks and rewards of entrepreneurship. These experiences solidified Dennis's passion for investing and his belief in the power of financial planning.
Dennis is a Lodi High School graduate and a 2017 graduate of the University of Wisconsin-La Crosse with a degree in finance. He began his finance journey as a financial peer mentor to college students all four years at La Crosse. His dedication to helping others understand their relationship with money led him to develop the mentorship program It Makes Cents!, which reached thousands of students each year. In 2017, It Makes Cents! was awarded the Governor's Financial Literacy Legacy Award for his continued excellence in this field.
Shortly after graduation, Dennis dipped his toes into the corporate world at IBM working as a financial analyst and strategic pricing. Combining his knowledge of personal and corporate finance, Dennis decided to Join Milestone in 2019 to help others with their personal financial plans.
Dennis is a CERTIFIED FINANCIAL PLANNER™ professional. Working alongside Chuck and Eric, Dennis is passionate about helping people achieve their financial goals, and takes a holistic approach to financial planning. Dennis works with clients to develop a personalized financial plan that meets their individual needs and goals. He is committed to providing his clients with the highest level of service, and always available to answer their questions and provide guidance.
Dennis lives in Lodi with his wife, Cori, daughter Cecilia, and their two German Short Hair/Labrador mixes Masie and Maya. He is a dedicated member of the Lodi community, participating in many civic organizations in town, including the Lodi Lake Wisconsin Chamber, Lodi Area Community Endowment Fund, Lodi Rotary Club, and the Lodi Wrestling Club.
Dennis and his family love to travel and look forward to getting away when they can. Dennis is an avid outdoorsman and loves spending time out west in the mountains or trying to shoot a low score on the golf course. He is dedicated to physical fitness and can often be caught walking the dogs or running around the town of Lodi.
Eric Riedesel, CFP®
Investment Advisor, Partner
From early on, he knew that he wanted to work with people. Eric developed his passion for financial planning, by growing up around the business and seeing what the power of financial planning can do for individual’s lives. His love of markets was sparked by his grandfather at a young age who taught him about commodities while riding in the combine.
In college, Eric enjoyed participating in business competitions and took 2nd at nationals for Business Professionals of America where he talked about retaining employees with pension plans vs 401k plans. After Eric graduated from University of Wisconsin-Stout. He started his professional career at Vanguard in Charlotte, NC, where he honed his skills as a Brokerage Investment Professional. This role provided him with a solid understanding of financial analysis, trading, and confirmed this is what he wanted to do for a career.
Seeking new challenges and opportunities, Eric joined Ameriprise Financial Services in Minneapolis. During his time there, he demonstrated exceptional leadership and dedication, earning three promotions in just two years. After receiving the CERTIFIED FINANCIAL PLANNER™ designation, Eric knew it was time to venture off and joined Milestone in 2021, opening an office in downtown White Bear Lake.
Eric lives in Hugo with his wife Rachel where they are getting established as members of the community. Eric has participated in MarketFest and is currently doing Leadership Tomorrow through the Greater White Bear Lake Community Foundation. In his free time, Eric finds joy in traveling and quality time with his wife Rachel. On summer nights you can catch them watching movies on their 3-season porch or grilling on the deck. Eric is also an avid fisherman and likes to spend as much time on the water as he can.
Dori Bilse
Client Relations Specialist
Dori Bilse, client relations specialist, has worked for Milestone Investment Management LLC since 2011. She previously worked for Credit Suisse First Boston in Chicago, Illinois, and was the Executive Director of the Lodi Chamber of Commerce.
Dori is a Lodi High School graduate and a 1992 graduate of Madison Area Technical College.
Dori lives in Lodi with her husband, Scott. Together, they have two adult sons.
In her spare time, Dori enjoys traveling (Hawaii being a favorite destination), cooking, gardening, entertaining, and spending summer time on Lake Wisconsin and in the north woods of Wisconsin with family and friends. You will often see Dori’s flowers adorning our office during the summer months. Along with being our client’s first point of contact, Dori also plans all of our client events, which is where she truly shines. She has a knack for entertaining and always impresses our clients with her creations.
Our Extended Team
Our affiliation with Commonwealth Financial Network® gives us access to teams of advanced planning consultants, investment research specialists, and retirement professionals, to help us better serve your needs. Use the links below to learn more about our support teams.
