Special Needs Answers
Valiant Partners
I have been helping families plan their financial futures for over 20 years. In 2015 I cofounded a wealth advisory firm with my father, Dan, to provide clients with unbiased, evidence-based advice.
CPT Institute
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)
CPT Institute
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.
I have been helping families plan their financial futures for over 20 years. In 2015 I cofounded a wealth advisory firm with my father, Dan, to provide clients with unbiased, evidence-based advice. I started Valiant Partners with Dad and my wife Lily in 2020 to focus exclusively on serving the unique needs of neur...
(760) *** ****
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, Emergency Medical Technician, Lif...
(855) *** ****
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. Jeremy received his Bachelor of Science in Busine...
(855) *** ****
