Jon Templeton, CFP®, ChFC®, EA

Strategist. Lifelong Learner.

As a former English & Economics teacher, Jon knows just how to teach our clients about What They Own and Why They Own It. Remember how your favorite teacher was that blend of smart, passionate about the subject, and great at helping you understand and care about what they were saying? Clients get that same feeling when Jon walks them through their numbers and the steps of their financial strategy.

Jon’s a pro at learning. He loves to collect information that will help him continuously improve. In addition to knowing a whole lot, he’s always on the lookout for the reasons and causes behind every situation. You can bet that he’s paying attention to all the factors that are affecting each client’s financial picture.

As a Strategist, Jon loves to work with clients in developing a plan that will bring their vision of wealth to life. He listens carefully, pairs what he hears with that filing cabinet of information in his head, and then does an amazing job of articulating the mission for each client.

Always a learner, his current hobby is learning to be a handy homeowner. Jon lives in Virginia with his wife and children.

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