Hosts

Hosts

Host: Kellean Kai Truesdell, J.D., LL.M.
Attorney & Counselor at Law

Kellean Kai Truesdell is a practicing attorney in the State of Florida. Her areas of practice include estate planning, elder law, wealth transfer planning, asset protection & preservation planning, probate administration, trust administration, federal transfer tax planning, Medicaid qualification planning, long-term care planning, and life-care planning. Kellean received her undergraduate degree from Eckerd College, law degree from the University of Akron School of Law, and her Masters in Law in Estate Planning from the University of Miami School of Law. She is a member of the Florida Bar (Real Property, Probate, and Trusts Division and Elder Law Division) and is State and the United States Tax Court.

Host: Paul Grant Truesdell, J.D., AIF, CLU, ChFC, RFC
Consultant, Advisor, Broker - Financial Services Industry

Paul Grant Truesdell is a practicing financial consultant, advisor, and broker. Paul is a registered representative and investment advisory representative with Titan Securities of Dallas, Texas; a broker/dealer member FINRA/SIPC. Pauls practice involves the coaching, analysis, management, and education of wealth, through logic, organization, and technology. Paul received his undergraduate degree in political science and communications, law degree, and professional certifications as an accredited investment fiduciary, chartered life underwriter, chartered financial consultant, and registered financial consultant.