Broker Check

Connecting where you are today with where you want to be tomorrow.

Take the First Step.

Learn
Plan
Connect

Who We Serve

  • Physicians

    We know how dedicated you are to your patients’ care, and we take the same approach to your retirement and financial goals.

  • M.D. Anderson Cancer Center Staff

    We will educate and empower you to make the best financial decisions for you and your family.

  • Those Preparing for Retirement

    You have questions about when you can retire and what life will look like when that day comes. We will be your partner to get you there.

  • Retirees

    Helping you THRIVE in retirement!

About Us

About Us

We are a passionate team of financial advisors and associates with nearly 80 years of combined industry experience focused on holding ourselves to the highest standard of client care by providing those preparing for retirement, retirees and their loved ones with attentive, educated investment advice. We specifically seek to help connect the present with the future for the hard-working and dedicated physicians and staff of U.T. M.D. Anderson Cancer Center in Houston.

Our expanded team serves clients from two Texas locations. With a team approach, advisors and staff strive to be thoughtful listeners, strategic thinkers, and creative problem solvers. Get to know the LifeBridge Financial group and let us put our collective experience to work for you.

“As a lifelong Texan, I have enjoyed helping countless families reach and thrive in retirement. Our clients’ success is our success.”

– Michael Rudelson

 “We’re very proud of MD Anderson, we don’t hesitate to brag about it and its people, and what it accomplishes.”

 

– John Mendelsohn, former President at M.D. Anderson

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

A Checklist for When a Spouse or Parent Passes

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.
Learn More
Social Security: Maximizing Benefits

Social Security: Maximizing Benefits

There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Learn More
Variable Universal Life Insurance

Variable Universal Life Insurance

Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Learn More
2026 Tax Law Changes

2026 Tax Law Changes

The One Big Beautiful Bill is now law. Here's a clear breakdown of what changed, what's temporary, and what it means for you.
Learn More