Harry Perler
CEO & Co-Founder, CFP | Financial Planner
Harry Perler Financial Planner | Worldsource Financial Management Inc. CEO &
David Olejnik
BA & CFP | Financial Planner
David Olejnik Financial Planner David Olejnik
Anita Perler
COO & Co-founder | Perler Financial Group
Anita Perler COO & Co-founder | Perler Financial
Leslie Marsden
BA,CPHR & CMP | Operations Manager
Leslie Marsden Operations Manager Leslie Marsden
Laura Seekings
CFP, CLU, FMA, CPCA | Financial Planning Department Head
Laura Seekings Financial Planning Department Head Laura
Christine Lee
Executive Assistant
Christine Lee Executive Assistant Christine Lee
Stefanie Carano
Administration Assistant
Stefanie Carano Administration Assistant Stefanie
Kelsie Perler
Digital Marketing Assistant
Kelsie Perler Digital Marketing Assistant Kelsie
Tyla Seekings
Admin / Digital Marketing Assistant
Tyla Seekings Admin / Digital Marketing Assistant Tyla
Lisa Lyles
Admin / Digital Marketing Assistant
Lisa Lyles Admin / Digital Marketing Assistant Lisa