About


Founded in 2003 by Len Templeton, Templeton Financial Services is a fixed income money manager based in Arizona. Fixed income isn’t something we do – it’s all we do. Combining expertise and institutional market access, we act as a separate account manager to build customized fixed income portfolios that serve the unique needs of our clients.

When you work with TFS, you’re not buying a cookie-cutter strategy; you’re hiring a team of professionals to create fixed income solutions that serve client-specific investment objectives. Taxable or tax-free, state-specific or national, we aim to be the best possible partner for you.


 
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Len Templeton, MBA

President

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, belongs to the Arizona Economic Roundtable, enjoys hiking and sports, and has recently completed a renovation of a historical craftsman bungalow in downtown Prescott.


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Bill Smith

Vice President of Portfolio Management

Bill is responsible for trading according to the needs and requests of advisors. Having the unique access to product that Templeton Financial offers, he can provide advisors and clients with the service they need. Bill has worked at the fixed income trading desk for Edward Jones where he traded financial, telecommunication, media, tech, and insurance paper. Prior to that Bill worked at Wells Fargo Advisors as a fixed income product specialist where he executed trades, built fixed income portfolios, and managed regional relationships as a municipal specialist for the Southeast region. Bill holds his B.A. in Marketing and Entrepreneurship from the University of Arizona.

Living in Arizona, Bill enjoys hiking with his wife around the many scenic areas of Phoenix. 


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Josh Johnson

Vice President of Strategic Relations

Josh heads up business development and focuses on firms searching for a fixed income solution. He dedicates his time to serving advisors and forming strong partnerships for the benefit of the end client. Before Templeton Financial, 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 developing leaders that would bring value to their cities and neighborhoods. Josh is originally from Minnesota and holds his M.Ed. from the University of Minnesota.

What Josh loves the most is spending time with his wife and chasing around his 4 kids. Whether it is baseball, ballet, boy scouts, or just reading books about trucks with his youngest – he is living the dream. He is active in his church, enjoys just hanging out with friends and is a sports junkie.

 


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Daniel Cowan

Portfolio Manager

Daniel works with the investment committee at Templeton Financial and strives to bring relevant economic and financial analysis of today’s market to the team. He believes that applying diligence and consistency to the investment process is essential to being a good partner. After completing a 2-year internship at Templeton Financial, Daniel joined the company full time. He graduated from Barrett, the Honors College at Arizona State University with a B.S. in Economics and Finance. Daniel is a CFA Level I candidate.

Being an avid ASU fan, Daniel enjoys watching college football with his friends and family. 


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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 a previous member of 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.


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Clayton Caupp

Client Services

Clayton has served as an intern with Templeton Financial for 2 years by assisting with client services, marketing, and operations. He knows that acute attention to detail, a flexible mindset, and a desire to solve problems are necessary characteristics of being a good team player. He is finishing his undergraduate degree in business and looking to further his education upon graduation.

Clayton likes to meet new people by playing pick-up basketball at his local gym.

 

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