Woodward Financial Advisors, Inc.

Taylor Cole is a CFP® professional with three years of industry experience, currently serving at Woodward Financial Advisors, Inc. Prior to joining Woodward, Taylor worked with High Road Management LLC and The Kahn-Williams Family. Taylor’s background also includes roles outside finance, such as at the A.E. Finley YMCA and Maxim Healthcare Services. Woodward Financial Advisors, Inc. is an independent, fee-only firm that provides wealth management and comprehensive financial planning primarily to individual and high-net-worth clients. The firm employs a strategic, globally diversified asset-allocation approach focused on low-cost passive investments while allowing selective active management and customizes advice to each client’s needs.

James Miller is a CFP® and holds a Series 63 license with 20 years of industry experience. He has been with Woodward Financial Advisors, Inc. since 2009. The firm is an independent, fee-only advisory with a team of six professionals that provides wealth management and comprehensive financial planning to individuals, families, trusts, estates, and related entities. Woodward Financial Advisors manages client portfolios using customized Investment Policy Statements, emphasizing a strategic, globally diversified asset allocation that favors low-cost passive index funds and ETFs while allowing selective active management.

Alexander Richani is a CFP® professional with 12 years of experience in the financial services industry. He has worked at Woodward Financial Advisors, Inc. since 2021 and previously held roles at Advice and Planning Services, TIAA-CREF Individual & Institutional Services, Scottrade, LPL Financial, and Vanguard. He is based in Chapel Hill, NC. Woodward Financial Advisors, Inc. is an independent, fee-only firm that provides wealth management and comprehensive financial planning to individuals, families, trusts, and estates. The firm manages approximately $574 million in assets, focusing on customized, globally diversified portfolios that emphasize low-cost passive index funds and ETFs alongside selective active investments.

Victor Colella is a CFP® professional with nine years of experience in financial advising. He has worked at Woodward Financial Advisors, Inc. since 2019 and previously held roles at Adviser Investments, Eagle Strategies, NYLIFE Securities LLC, and New York Life Insurance Company. Woodward Financial Advisors, Inc. is an independent, fee-only firm serving individuals, families, trusts, and estates with wealth management and comprehensive financial planning. The firm employs a strategic, globally diversified investment approach emphasizing low-cost passive index funds and ETFs, managing approximately $574 million in assets for about 196 client relationships.

Laura Neal is a CFP® professional with eight years of experience in financial advising. She has been with Woodward Financial Advisors, Inc. since 2022 and previously worked at Pembroke Advisors, Inc. for nine years. Woodward Financial Advisors, Inc. is an independent, fee-only firm serving individuals, families, trusts, and estates. The firm manages approximately $574 million in assets for about 196 clients, emphasizing a strategic, globally diversified approach that favors low-cost passive index funds and ETFs, with customized investment plans tailored to each client.

Courtney Cubbin is a CFP® professional at Woodward Financial Advisors, Inc. with three years of industry experience. Prior to joining Woodward, she worked at Standish Management for two years and attended Haverford College. Woodward Financial Advisors, Inc. is an independent, fee-only firm serving individuals, families, trusts, and estates. The firm employs a strategic, globally diversified investment approach focused on low-cost passive index funds and ETFs, providing customized financial planning and discretionary portfolio management.

Christopher Reid is a CFP® professional with two years of industry experience, currently serving at Woodward Financial Advisors, Inc. He previously worked at Northwestern Mutual Investment Management and has experience with nonprofit organizations including the Fellowship of Christian Athletes. Outside of finance, he is the lead coach at Fitter and Faster Swim Clinics, a swim and fitness business he has been involved with since 2018. Woodward Financial Advisors, Inc. is an independent, fee-only firm that provides wealth management and comprehensive financial planning primarily for individual and high-net-worth clients. The firm emphasizes a strategic, globally diversified investment approach focusing on low-cost passive index funds and ETFs, tailoring advice to each client through a small advisory team.