I have been helping families plan their financial futures for over 20 years.  We have special needs in our family and understand the responsibility of caring for a loved one with specials needs.  We can help you plan for your family's and loved one's needs, review government benefits eligibility, identify community resources, coordinate trust planning and financial matters and help you address the question of who will care for my loved one when I'm gone.     We appreciate the opportunity to be a trusted partner to other families who have walked the same path as us.

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Will has spent the past twenty-five years working in healthcare and meeting the needs of the disabled.  Will’s past work experience includes thirteen years in many healthcare environments as a Medicare & Medicaid Fraud Auditor, State Director of Total Quality Management, Emerg... (read more)

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Jeremy Sanchez is CPT Institute’s Director of Operations and is responsible for overseeing all operational aspects of the charity. This includes keeping up to date with the finances, case management, trust administration, marketing, and training of CPT Institute.

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