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.
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 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, 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 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.
Read MoreAs 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.
Mr. Enpo Tu, as Chief Operating 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.
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.
Dahl Salmon brings over ten years of experience working in a fiduciary capacity as a financial advisor and planner. His experience is in the fields of wealth management, retirement planning, insurance, debt management, and other areas of personal finance. He is a CFP® Professional. He has served clients at Empower Personal Wealth and TFO Phoenix. He also served clients at LearnVest, and then subsequently did consulting to advisors at Northwestern Mutual after the LearnVest acquisition. He loves serving clients and collaborating with other professionals to achieve positive outcomes for those he serves.
Melynda Rodgers brings over 20 years of professional experience in helping individuals make informed financial decisions. In addition to her CFP® certification, she has experience with various areas of wealth management and insurance solutions as well as coaching families with special needs loved ones. Melynda’s true passion lies in developing comprehensive financial plans and guiding her clients through the process of implementation and ongoing monitoring. She leverages her extensive training in the art of discovery to uncover the aspirations that clients find truly meaningful. Philanthropy is one of Melynda’s core values, and she devotes her free time to making an impact on the community. She is a member of the Women’s Giving Alliance and she holds a board position with local non-profit BEAM.
R. Cheyenne Wood brings a diverse skill set to her role. Her responsibilities include creating visual content, editing videos, and producing voiceovers. She also manages email campaigns, designs and produces brochures and other tangible marketing materials, and oversees website, podcast and social media maintenance. Cheyenne handles coordination of conferences and events, as well as the execution of the company’s overall marketing efforts. She holds an Associate of Arts degree from Central Arizona College and has a background in fine arts and live performance.
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.
Anbu Chandran is an Enrolled Agent with a Bachelor’s degree in Accounting and Commerce. She has worked with several CPAs in Phoenix valley, assisting in the preparation and planning of individual and business tax returns. She has extensive experience in bookkeeping and accounting across a broad range of industries such as real estate, medicine, legal services, retail, and manufacturing. She has also served as a Client Service Manager, providing accuracy, compliance, and excellent client support within her role. She is passionate about using her knowledge and experience to help her clients implement effective tax and savings strategies. Since 2010, she has been living in the United States with her family. Outside of work, she enjoys dancing, hiking, badminton, traveling, and spending time with family and friends.
Summer Stiebel brings a unique blend of analytical precision and operational insight to her role as a bookkeeping consultant. Her background spans private equity, CPA firm operations, and fund administration, with a specialization in uncovering patterns and inefficiencies within financial systems. She has worked with high-growth startups, family-run businesses, and boutique financial firms to implement sustainable bookkeeping practices that go beyond compliance to support strategic decision-making. Summer is known for her ability to translate complex financial narratives into clear, actionable insights and is passionate about empowering business owners to feel confident and in control of their financial data.
Kevin Miko brings over 15 years of healthcare consulting experience to private practice physicians, dentists, and other healthcare providers. Specializing in compliance, and revenue cycle optimization, Kevin and his team have guided practices through the complexities of private practice management, prioritizing business efficiency, and patient satisfaction while ensuring financial stability and long-term success. This is a hands-on, solutions-driven approach that empowers medical and dental professionals to focus more on patient care and less on operational challenges.
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