Our Team

JD Wiedmaier

JD Wiedmaier, CFP^®

Founder

jdw@milestonefinancialva.com

Brian Bean CRC®, CIS®

Brian Bean CRC®, CIS®

Financial Advisor

bbean@milestonefinancialva.com

Laura MacDonald

Laura MacDonald

Operations Manager

laura@milestonefinancialva.com

Sandi Wiedmaier

Sandi Wiedmaier

Administrative Assistant

sandi@milestonefinancialva.com

Amy Pound

Amy Pound

Office Coordinator

amy@milestonefinancialva.com

Sarah Simpson

Sarah Simpson

Office Manager

sarah@milestonefinancialva.com

Tyler Clark

Tyler Clark

Financial Planning Associate

tyler@milestonefinancialva.com