Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.
Perla Contreras has worked in banking and financial services in the Lower Rio Grande Valley since 2009. Perla was born and raised in Harlingen and is a graduate of Harlingen High School. Perla has been a member of Jason's team since April 2021. Perla is an avid fitness and health enthusiast, and the beach is her favorite place to be.
Rick Viader is an experienced Financial Planning Specialist based out of Harlingen, Texas and has been developing his skills in the field since 2008. In addition to working with Federal Employees, Rick has a thorough understanding of the Teacher Retirement System of Texas, as well as City, County and State Retirement Systems. Rick is a graduate of Marquette University with a Bachelor of Science in Industrial Engineering.
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