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

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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

Selena Krampota

Selena Krampota, MBA

Financial Advisor

(713) 527-8998

(713) 527-8580

Xavier Jefferson

Xavier Jefferson

Research Analyst

(713) 527-8998

(713) 527-8580

Rebekah Monterrosa

Rebekah Monterrosa

Client Services Manager

(713) 942-7117

(713) 942-9433

“It is such a privilege to serve the physicians and staff of M.D. Anderson. It gives us a chance to help those who help others.”

– Aaron Durden

“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

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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Retirement Is a Beginning

Retirement Is a Beginning

Key questions to answer when you are considering retirement.
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Insurance Needs Assessment: When You're Newly Married

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.
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Pickleball in Retirement

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.
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