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Our Team
James R. Miller, CFP®
Benjamin E. Birken, CFP®
Joseph M. Marques, CFP®
Allison Palmer, CFP®
Austin Brown, CFP®
Veronica Pflueger
Maggie S. Wilkins
Benjamin E. Birken, CFP®

Mr. Birken received his bachelor's degree from the University of California at Berkeley and a master's degree from the University of Colorado. He is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the National Association of Personal Financial Advisors (NAPFA), an organization of fee-only financial planners. He is also a member of the South Region Board of NAPFA, a member of the Durham Orange Estate Planning Council, and he serves as Treasurer of the Chatham Education Foundation, a non-profit organization that supports teachers and students in Chatham County, NC. Prior to joining Woodward Financial Advisors in 2007, he worked for the University of North Carolina at Chapel Hill.

Mr. Birken has been a contributor to financial articles in such publications as The Wall Street Journal, Kiplinger’s Personal Finance Magazine, Investor’s Business Daily, Financial Planning, The Chicago Tribune, Carolina Parent, and The Raleigh News and Observer. He has also appeared on radio programs on WUNC-FM, the NPR affiliate for the North Carolina Triangle area.

Client Focus: Working with clients to grow, preserve, protect and distribute wealth; helping professional women and their families to make smart financial decisions; guiding clients in clarifying and achieving their financial goals; assisting UNC-Chapel Hill and Duke University employees with maximizing their employee benefits.

Life Focus: Enjoying everything about being the father of two young children, playing basketball, and cheering on the Los Angeles Dodgers and University of California Golden Bears from across the country.