Harry Perler
Financial Advisor
Harry Perler Financial Advisor | Worldsource Financial Management Inc. CEO &
David Olejnik
Financial Advisor
David Olejnik Financial Advisor David Olejnik
Anita Perler
COO & Co-founder | Perler Financial Group
Anita Perler COO & Co-founder | Perler Financial
Leslie Marsden
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
Kevin Kinrade
QAFP, Financial Planner
Kevin Kinrade Financial Planner Kevin Kinrade
Christine Lee
Executive Assistant
Christine Lee Executive Assistant Christine Lee
Stefanie Larson
Administration Assistant
Stefanie Larson 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