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

Harry Perler

Financial Advisor

David Olejnik

Financial Advisor

Anita Perler

COO & Co-founder | Perler Financial Group

Leslie Marsden

Operations Manager
Our Financial Planning Team

Laura Seekings

CFP, FMA, CPCA, Financial Planning Department Head

Kevin Kinrade

Financial Planning Associate
Our Assistant Team

Christine Lee

Executive Assistant

Sandra Sorriento

Administrative Assistant / Processing Clerk
Our Support Team

Stefanie Larson

Administration Assistant

Lorena Greselin

Business Development

Kelsie Perler

Digital Marketing Assistant

Helping you get to where you want to go

Set up a meeting and begin taking control of your financial future