+1 760.340.4277 customerservice@myfinancialcoach.com

About Us

About Us

Founded in 2018, My Financial Coach has focused on providing financial planning and wellness through the use of technology and financial experts. Our leadership and operations team ranges from world-renowned economists to leading financial planners from famous fintech startups. We hope to shape the financial services industry towards a truly unbiased and unconflicted professional service that can dedicate itself to their clientele. Based out of Scottsdale, Arizona, and servicing the whole United States, My Financial Coach’s planning service is mostly found as an employer benefit in leading companies. As such, our coaching model takes into account workplace benefits and couples it with personal assets. We look forward to changing the world of financial services one account at a time!

Our Mission:

To bring quality unbiased and unconflicted financial planning and wellness without the heavy costs of traditional financial planning services through a digital platform paired with a financial expert.

After years in the executive compensation and benefits industry, I became alarmed by how many executives received poor advice from financial planners and advisors. They did not understand the benefits offered by their clients’ employers nor leverage them in financial planning. There was a better way to offer unbiased financial guidance designed to build wealth for executives, not their financial advisors. With a group of like-minded entrepreneurs, I decided to create My Financial Coach.

William L. MacDonaldFounder
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Leadership Team of My Financial Coach

Our leadership team shares a vision for change: to raise the financial literacy of executives and employees and equip them to build a path to workplace wealth. Working together and apart from other business ventures, their collective vision coalesced into My Financial Coach, a digital solution to growing wealth.

William L. MacDonald

William L. MacDonald is the Founding Partner of many leading organizations in the executive compensation and benefit consulting field, notably Compensation Resources Group, LLC, Merrill Lynch Executive Compensation Group, and Retirement Capital Group, LLC. He also serves as a managing director for market leader Executive Benefit Solutions.

Arthur B. Laffer

Arthur B. Laffer, known as “The Father of Supply-Side Economics,” developed The Laffer Curve, which is one of the main theoretical constructs of supply-side economics, illustrating the tradeoff between tax rates and actual tax revenues. Today, he is the founder and chairman of Laffer Associates, an institutional economic research and consulting firm, and Laffer Investments, an institutional investment management firm.

Richard G. Rawson

Richard G. Rawson is a member of the advisory board of MFC. He retired from Insperity, Inc., a leading provider of human resources and business performance solutions, in 2018, having served as president and board member since 2003. He joined Insperity in 1989, with responsibilities ranging from executive vice president of administration and chief financial officer to treasurer.

As past president of the National Association of Professional Employer Organizations (NAPEO), Rawson remains active on the executive advisory committee of the Bauer College Board of the C.T. Bauer College of Business at the University of Houston; the National Board of Directors for Genesys Works; chairman of Infinity Learning Solutions and Trinity Legacy Partners; and as chairman/CEO of POM Asset Management. He earned his B.A. in Business Administration in Finance from the University of Houston.

Operational Team of My Financial Coach

Enpo Tu

Chief Operating Officer

Mr. Enpo Tu, as Chief Operating Officer and Chief Compliance Officer of MFC,  He is featured in the American Association of Physician Leadership’s Medical Journal on how to hire a financial advisor. He has worked with many financial professionals and lives the CFP®’s ideals of comprehensive financial planning ideals as a collaborative process. He currently has his Master’s of Science in Financial Services and holds the following licenses/ designations: CFP® Professional, CHFC®, CLU®, RICP®, CAP®. Formerly, Mr. Tu was a planner for LearnVest, a financial representative for Bank of America, and a financial consultant for AXA-Advisors.

James Hargrave

Director of Financial Planning

James Hargrave brings professional experience in financial planning from his history of working in the banking, investing, and fin-tech industries. He currently has his Master’s in Business Administration, CFP® and the CLU®. Though proud of these accomplishments, the desire to better oneself, have integrity, and help those around him are instilled as guiding principles for life decisions.

April Rohl

Financial Coach & Chief Compliance Officer

April Rohl brings a decade of experience working in the investment, insurance, banking, and fin-tech landscape. She has worked at Vanguard, LearnVest, Bank of the West, and as a Planning Consultant teaching advisors at Northwestern Mutual. She currently holds the following licenses/designations: CFP® Professional, and RICP®. She looks forward to bringing both her past experience and a lifelong passion for educating consumers about finance to the role of being a financial coach.

Jonathan Vander Werff

Financial Coach

Jonathan Vander Werff offers the knowledge and expertise of fifteen years in the planning, investment, insurance, tax, and high net-worth worlds. He served clients at Vanguard, Financial Engines, LearnVest, and A-Advantage Tax. He also instructed advisers as a Planning Consultant with Northwestern Mutual. Jonathan attained the following licenses/designations: Arizona Notary Public, and CFP® Professional. He is actively dedicated to learning about, planning for, and achieving clients’ financial goals.

R. Cheyenne Wood

Marketing Associate

R. Cheyenne Wood animates our videos and characters and designs our brochures and other marketing resources. She records our voice overs, as well as manages the My Financial Coach email campaigns, and website. She created and manages our podcast as well as general marketing efforts. She went to Central Arizona College and has her Associate of Arts.

Tax Professionals

Daniel Smith, EA

Enrolled Agent

Dan Smith is a long time Phoenix resident who specializes in tax planning and tax prep. Dan attended Northern Arizona University and obtained his Bachelor of Science Finance degree in 1981. He founded A-Advantage Tax and Financial Services Inc. in 1996. As an Enrolled Agent with over 30 years experience, he emphasizes the importance of helping people with their personal and small business taxes, cash flow, and investment processes. A former CFP® himself, he understands how taxes impact financial planning and long-term goals.

John Polk, JD, LLM

Tax Attorney

John Polk received his J.D. from the Sturm College of Law and his Ll.M. in Taxation from the University Denver Graduate Tax Program. He has spent more than 15 years working with entity formation, tax planning, estate planning, and asset preservation. His practice focuses on structures for sole proprietors and high net worth individuals. When he’s not dealing with the tax code, he spends his time chasing his two children and a little white ball around a golf course.

Questions? Contact Us.

Call us at 760.340.4277 or email us at customerservice@myfinancialcoach.com

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