JD Wiedmaier, CFP®
President & Founder
JD has over 22 years of experience in the financial services field. From 1993 to 2005, he worked for one of the nation’s largest and most successful mutual fund families, eventually becoming a Vice President for the organization. In 2005, JD became a financial advisor serving clients in Virginia (largely Hampton Roads and the Eastern Shore) and beyond (ie. Florida, Georgia, Maryland, Nevada, and North Carolina). He founded Milestone Financial in 2014. Helping clients be good stewards of their resources and striving for excellence in their financial lives is very rewarding work for JD. He feels blessed to have the opportunity to be a financial advisor.
JD is a native to the Virginia / Hampton Roads Area (born in Norfolk, grew up in Chesapeake, and currently resides in Norfolk with his wife and three children).
Certified Financial Planner (CFP®) is a voluntary professional designation granted by the Certified Financial Planner Board of Standards, Inc. (“Board.”) To attain this designation, an individual must satisfactorily complete an advanced college-level course of study addressing various subjects related to financial planning, pass the comprehensive CFP® Certification (10 hours over a two-day period), complete a minimum of three years of full time financial planning related experience, agree to be bound by the Board’s Standards of Professional Conduct, complete 30 hours of continuing education every two years, and renew an agreement to be bound by the Standards of Professional Conduct.
Brian has over 30 years’ experience as a personal financial advisor. From 1986-2004, he was a retirement planning specialist serving clients in the Southside of Hampton Roads.
In 2004, Brian transitioned his practice to work mostly with a smaller group of higher net worth clients as an independent advisor. He loves providing personalized comprehensive planning and investment services to help his clients achieve financial peace and success, not only for themselves, but also their families for generations to come. Through his long and successful relationships with his clients, Brian now has the pleasure of working with the next generation: their kids and grandkids.
Brian grew up in Virginia Beach and has spent the last 30 years living in Norfolk with his wife Becky and their three daughters, who are attending college in Virginia.
Executive Administrative Assistant
Aida Talha serves as the Executive Administrative Assistant at Milestone Financial.
Aida joined Milestone Financial with five years’ previous experience in the financial services industry, where she was involved in mortgage underwriting, closing, and escrow accounting. Prior to this, she was a member of our armed forces (Air Force), serving as a traffic management specialist and instrumental in the planning, controlling, and purchasing of transport services necessary to move freight and military members and their dependents.
As a military spouse and a mom to two kids, Aida enjoys exploring new places and experiencing new cultures. She also enjoys spending time outdoors with her family and working out.
John Tyler serves as a Financial Assistant at Milestone Financial.
With great interpersonal and customer service skills, John strives to ensure client satisfaction. He joined Milestone Financial in order to accompany Brian Bean with meeting the needs of clients.
Recently married to Blair Tyler, John and his wife enjoy cooking, humanitarian travel, and reading good books in their free time.