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

Take the First Step.

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!

Meet Your Team

Helpful Content

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

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.



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Michael G. Rudelson

Michael G. Rudelson

Managing Director, Financial Advisor

(713) 942-7117

(713) 942-9433

C. Aaron Durden

C. Aaron Durden, MBA, CFP®, BFA™

Managing Director, Financial Advisor

(713) 527-8998

(713) 527-8580

Rebekah Monterrosa

Rebekah Monterrosa

Client Services Manager

(713) 942-7117

(713) 942-9433

Yours, Mine and Ours: Estate Strategies for Second Marriages

Second marriages are a trigger event to revisit any existing estate strategies.
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Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.
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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.
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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?
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