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.
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.
Mr. Enpo Tu, as Chief Operating Officer and Chief Compliance Officer of MFC, brings with him a deep appreciation for the personal nature of financial decisions. He strives to provide financial literacy and fulfill his career-long commitment to better financial wellness in this country. He currently has his Master’s of Science in Financial Services and holds the following licenses/ designations: Series 7, Series 66, Life and Health, 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 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®, CLU®, Series 7 & 63, and the Life & Health License. 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 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: Series 7, Series 6, Series 63, Life and Health, 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 offers the knowledge and expertise of fourteen 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: Series 7, Series 6, Series 63, Life and Health, Arizona Notary Public, and CFP® Professional. He is actively dedicated to learning about, planning for, and achieving clients’ financial goals.
R. Cheyenne Wood animates most of our videos and characters, creates and designs our brochures and other marketing resources, she records and edits our voice overs, as well as manages the My Financial Coach social media platforms, email campaigns, and website. She created and manages our podcast as well. Monthly marketing reports and ads are also taken care of by her. She went to Central Arizona College and has her Associate of Arts.
Brandon Sumner brings experience with the Salesforce platform as a system administrator and is continuing to learn more on the development side. He is currently in the process of finishing his degree in computational mathematics at Arizona State University, and loves having a challenge to find a solution for. He is excited to continue to learn and grow in this role, and have a positive impact on those around him.
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