Paul C. Spoelstra, CFP®, AIF®
CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary®
Paul has been running his practice out of a renovated one-room schoolhouse, built in 1872, since 1994. The comfortable nostalgia of the schoolhouse is the perfect metaphor for Paul’s devotion to education, focus on the long-term, and commitment to set you up right for the future.
At home, his attention is on his family. He loves to spend time with his wife, Lori, and their three children—Samuel, Maxwell, and Maggie. Paul also enjoys scuba diving, biking, and running and holds a black belt in taekwondo.
Brett D. Dodds, ChFC®, CLU®
Chartered Financial Consultant®, Chartered Life Underwriter®
Brett believes in a comprehensive and consultative approach toward financial planning for clients. Having guided clients through the ups and downs of the markets for over 20 years, Brett has the experience and long-term perspective to help you reach your goals.
Brett is greeted at home by his wife, Vicky. He spends as much time as he can outside, cycling, skiing, and sailing.
Jaakko Kasko, CFP®, CRPC®
CERTIFIED FINANCIAL PLANNER™, Chartered Retirement Planning Counselor®
Jaakko enjoys providing financial planning services to small business owners and professionals who lack time and energy to plan their personal finances on top of running their business. When working with you, his focus is on helping you align your financial resources with the things you most value in life.
When Jaakko is not serving clients, he enjoys the great outdoors and spending time with his wife Susan, their dog Buddha, and cats Tommy and Sadie.
The newest addition to Milestone, Tyler completes our wealth management team. He is dedicated to his pre-retirement clients, specializing in retirement funding and financial strategies that help retirees maintain their current lifestyle. Before entering the financial field, Tyler spent ten years as a teacher in Cedar Springs.
Outside of work, Tyler enjoys spending time with his wife, Anita, and their two children. As a long time bicyclist, Tyler maintains that many of his best ideas have come to him while riding his bike.
Bobbie joined the team in 2001 and quickly became an indispensable asset in executing business processes. With a background in management, customer service, and business logistics, we are fortunate to have her leading our firm’s operations.
Bobbie is passionate about Australian Shepherds, and she and her husband, Dave, breed and raise these phenomenal dogs. They are empty nest parents and are avid St. Louis Cardinals and St. Louis Blues fans.
Brianna Steiner graduated from Grand Valley State University with a writing degree in 2017. Her experience is with marketing and communications, and she is passionate about using her skills to help grow small businesses in the Grand Rapids area.
Out of the office, you can find her reading, playing board games, visiting local coffee shops with her husband, Max, or enjoying time with her two cats and dog. She is also an advocate for local non-profits that serve students and spends much of her free time volunteering in the community.
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This communication strictly intended for individuals residing in the states of AL, CA, CO, FL, IN, MI, NC, NY, OH, PA, SC, TX. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®. Member FINRA, SIPC, a Registered Investment Advisor.