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 Planner

David Olejnik

Financial Planner

Anita Perler

COO & Co-founder | Perler Financial Group

Leslie Marsden

Operations Manager

Kevin Kinrade

Financial Planner
Our Financial Planning Team

Laura Seekings

CFP, CLU, FMA, CPCA, Financial Planning Department Head

Alex Wellman

Administrative Assistant
Our Assistant Team

Christine Lee

Executive Assistant

Alex Wellman

Administrative Assistant
Our Support Team

Stefanie Carano

Administration Assistant

Kelsie Perler

Digital Marketing Assistant

Tyla Seekings

Admin / Digital Marketing Assistant

Lisa Lyles

Admin / Digital Marketing Assistant

Helping you get to where you want to go

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