SERVICE EXCELLENCE
Skilled Professionals
Harry Perler, David Olejnik and their support team each maintain educational backgrounds, experience and talents that combined form a team built to provide you with service excellence.
30+
30+
YEARS OF EXPERIENCE
Client Retention
Referral Based
Our Leadership Team
Advisory Team
Harry Perler
CEO & Co-Founder, CFP | Financial Planner
David Olejnik
BA & CFP | Financial Planner
Alex Wellman
BBA | Financial Advisor
Kevin Kinrade
CFP | Financial Planner
Operations / Client Service
Anita Perler
COO & Co-founder | Perler Financial Group
Leslie Marsden
BA,CPHR & CMP | Operations Manager
Laura Seekings
CFP, CLU, FMA, CPCA | Financial Planning Department Head
Christine Lee
Executive Assistant
Stefanie Carano
Administration Assistant
Kelsie Perler
Digital Marketing Assistant
Tyla Seekings
Admin / Digital Marketing Assistant
Our Support Team
Harry Perler
CEO & Co-Founder, CFP | Financial Planner
David Olejnik
BA & CFP | Financial Planner
Anita Perler
COO & Co-founder | Perler Financial Group
Leslie Marsden
BA,CPHR & CMP | Operations Manager
Laura Seekings
CFP, CLU, FMA, CPCA | Financial Planning Department Head
Helping you get to where you want to go
Set up a meeting and begin taking control of your financial future