Josh Johnson

CEO

Josh has been with Templeton Financial working in multiple capacities since 2018. Josh earned his M.Ed. from the University of Minnesota, but his most valuable learning experience has occurred under the mentorship of Len Templeton. Sitting next to Len for years in the TFS trading room, Josh has learned the art of security valuation and selection, trading, and portfolio management. He is passionate about engineering customized portfolios to maximize tax-free income streams for clients, knowing that every client has unique income and tax needs. Josh also enjoys becoming the fixed income solution for financial advisors and clients to serve them for the long haul.

Before Templeton, Josh held various positions at Cru (an international non-profit ministry) where he led teams in multiple states and countries. He was charged with setting strategy, problem solving, raising funds, coaching, mentoring, and building leaders that would bring value to their neighborhoods and cities.

What Josh loves the most is spending time with his wife and chasing around his 4 kids. Whether it is football, basketball, soccer, or reading books with his youngest – he is living the dream. He is active in his church, the FPA, enjoys hanging out with friends, and is a sports junkie.

Len Templeton, MBA

Chief Investment Officer

From November 1994 until September 2003, Len Templeton was a Vice President, National Sales Manager, and a registered representative of ABN AMRO Financial Services’ Municipal Bond Department in Chicago. During this time he helped build a customer base for $3.5 billion of short-term tax-exempt products, as well as distribute over $40 billion of tax-exempt securities. He began his career managing municipal bond portfolios for individual trust accounts at the First National Bank of Chicago in 1972. From 1975 to 1994, he was an institutional municipal bond salesman who covered major municipal accounts throughout the country. In 2003 he moved from Chicago to Phoenix to establish Templeton Financial Services and manage fixed income portfolios. He received his MBA from the University of Chicago and his undergraduate degree in business from Indiana University.

Len and his wife, Larrilee, live in Chandler, Arizona and enjoy spending time with their family and friends. Len has been involved with or been on the board of various organizations in the Phoenix area. He currently is active in his church, enjoys sports, hiking, and visiting as many National Parks as he can.

Dorothy Wodka

Financial Analyst

Dorothy is a credit analyst working out of Chicago for Templeton Financial who helps portfolio managers by providing them with her insights. Having over 15 years of combined experience working for both LaSalle Financial Services Inc. and Duff & Phelps, she has helped commit capital to new issue product, supported sales and trading with transaction-based credit research, and reviewed both credits in a MuniTOPS portfolio and the underlying municipal credits of a Reinsurer. Dorothy is an active member of the Chicago Municipal Analysts Society (CMAS) and the National Federation of Municipal Analysts (NFMA). She holds a BBA in finance from Loyola University Chicago and is an MBA candidate at Benedictine University.

Dorothy is an active volunteer at the Lakewood Nursing Home, the Daybreak Shelter, and the Mobile Food Pantry at the Mission of Our Lady. She also enjoys attending summer festivals and traveling to new places.