+1 760.340.4277 info@myfinancialcoach.com

About Us

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. MacDonaldCo-Founder

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 & Chief Compliance Officer

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

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®, 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.

R. Cheyenne Stone

Marketing Associate

R. Cheyenne Stone brings experience with video editing and graphic design. She manages My Financial Coaches’ social media platforms and website and continues to bring a modern style to our brochures and handouts. She has her Associate of Arts, with a focus in Science, and knows HTML webpage coding. 

Andrew Crosby

Lead Financial Coach

Andrew Crosby brings over a decade of experience in working in the investment, insurance, and fin-tech landscape. He has worked as a financial planner for Vanguard and LearnVest, as well as a Planning Consultant teaching advisors at Northwestern Mutual. He currently holds the following licenses/designations: Series 7, Series 6, Series 63, Life and Health, CFP® Professional, ChFc®, and RICP®. He looks forward to bringing both his past experience and a lifelong passion for educating consumers about finance to the role of being a financial coach.

Questions? Contact Us.

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

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