Will Lindahl, MBA, CLPF
Calendly Link: calendly.com/will-cpt
Will Lindahl is the Executive Director for CPT Institute a national charity with twenty plus years’ experience. He provides ongoing education and training for the legal community on protecting government benefits for the injured and at risk.
As the charity’s director, he has created one of the lowest cost national trust programs available in America. CPT Institute now operates in forty-eight states and is the nation’s leading national charity providing Master Trusts which include Settlement Management Trusts, Pooled Special Needs Trusts, and Minors Trusts.
Favorite Quote: “People never plan to fail, they just fail to plan.”
Director of Operations
Rep ID: 7110 | 877.695.6444
Calendly Link: calendly.com/jeremy-cpt
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.
Favorite Quote: “Your work does not define you; you define your work.”
Rep ID: 1367 | 877.695.6444 | Extension: 9
Kate Barrett is CPT Institute’s Executive Assistant and she provides critical support primarily to the senior managerial staff by undertaking the secretarial and administrative functions to ensure business development is performed effectively and efficiently. This includes HR, marketing, technology innovations, and increasing staff morale.
Kate received her Bachelor of Arts in Hospitality with an emphasis in Asset Management from Kendall College in Chicago, IL. Her goal in her career path was to work for a non-profit organization because she wanted her work to serve a purpose and CPT Institute was a great fit for her aspirations. During her free time, Kate enjoys traveling and trying different and new cuisines.
Favorite Quote: “Courage doesn’t always roar. Sometimes courage is the quite voice at the end of the day saying, ‘I will try again tomorrow.’” - Mary Anne Radmacher