My Ideal Client

At Cast Member Financial, our ideal client is a Disney cast member — past, present, or future — who wants a trusted guide on their financial journey through life.

Whether you’re just starting your story with Disney, are in the middle of your career, or are writing the next chapter in retirement, you’ve dedicated yourself to creating magic for others. Now it’s time to have someone by your side to help you create confidence, clarity, and direction with your money.

Just like a skipper on the Jungle Cruise, I’m here to help you navigate the twists, turns, and even the occasional hippo that pop up along the way. Together, we’ll chart a course that keeps you moving forward, so your financial journey is every bit as rewarding as the memories you’ve made in the parks.

Disney Cast Members past, present, or future.

Schedule A Consultation