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.


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, CLU, FMA, CPCA, Financial Planning Department Head

Kevin Kinrade

QAFP, Financial Planner

Scott Stewart

Administrative Assistant
Our Assistant Team

Christine Lee

Executive Assistant

Alex Wellman

Investment Advisor Assistant
Our Support Team

Stefanie Larson

Administration Assistant

Kelsie Perler

Digital Marketing Assistant

Tyla Seekings

Admin / Digital Marketing Assistant

Lisa Lyles

Admin / Digital Marketing Assistant
Ella Yagubova

Ella Yagubova

Jr Admin Assistant

Helping you get to where you want to go

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