JD Wiedmaier, CFP®
Founder
JD has more than 29 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 (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 of the Virginia/Hampton Roads area (born in Norfolk, grew up in Chesapeake) and currently resides in Norfolk with his wife and three children.
Designations and registrations
- CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®)
- FINRA Series 6, 7, 26, 63, and 65 securities registrations
Brian Bean
Financial Advisor
Brian has more than 35 years of experience as a personal financial advisor. From 1986 to 2004, he was a retirement planning specialist serving clients through several large employers in the Southside of Hampton Roads.
In 2004, Brian transitioned his practice to work mostly with a smaller group of 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 for 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 serves his clients and their families and friends wherever they land throughout the United States.
Brian grew up in Virginia Beach and has spent the past 37 years living in Norfolk with his wife, Becky, and their three daughters (Erin, Blair, and Taylor), all of whom are now married. Brian and Becky are enjoying time with their four grandchildren (Rosie, Peyton, Ben and Emmet).
In addition to enjoying their grandkids, Brian and Becky enjoy biking, working out, the beach, and traveling to beautiful hiking spots like Acadia National Park in Maine.
During COVID, Brian expanded his green thumb into an extensive succulent and tropical plant collection, much of which is displayed at the office. He also started a pottery hobby with his daughter Blair.
Designations and registrations
- Certified Retirement Counselor® (CRC®)
- Certified Income Specialist® (CIS®)
- FINRA Series 6 (IR), 62 (CS), 63, and 65 securities registrations
- SIE
- Life and health insurance
Laura Averett
Financial Planning Assistant
Laura serves as the financial planning assistant at Milestone Financial.
Laura completed her undergrad at Old Dominion University with a major in Finance. Prior to joining Milestone Financial, she worked as a teller at a local retail bank, where she helped customers with making deposits and processing loans.
Laura was born and raised in Norfolk. In her free time, she loves to hang out with her two older brothers and family. She is involved in her local church and loves to work out/hike in her free time. She looks forward to working with you.
Sandi Wiedmaier
Administrative Assistant
Sandi is JD’s wife and provides valuable administrative support to Milestone Financial. Sandi attended East Carolina University for her first two years of undergraduate studies and transferred and graduated from Liberty University with a major in psychology. For seven years following college, she was an administrative assistant largely in the mortgage business and was a mortgage loan officer for three years. Since 2002, she has been a homemaker for their three-plus kids (foster child and international student account for the extra kids).
Sandi enjoys all kinds of sports viewing (especially watching her children play sports and college basketball), involvement with her church, and family vacations, particularly when they retreat to a lake house that has been in her extended family since the early 1970s.
Kara Poole
Office Coordinator
Kara serves as the Office Coordinator at Milestone Financial.
Kara had similar responsibilities at a previous job with an accounting firm and is excited to continue her career in the finance field.
Kara was born and raised in a small town south of Richmond and has relocated to the Hampton Roads where she and her husband are focused on raising their three children, a daughter and twin boys. In her free time, she loves to travel, watch sports and experience new things alongside her family. She looks forward to helping and getting to know each of you!