Our Team
Our team will help you get to where you want to go
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
CEO & Co-Founder, CFP | Financial Planner
David Olejnik
BA & CFP | Financial Planner
Anita Perler
COO & Co-founder | Perler Financial Group
Leslie Marsden
BA & CPHR | Operations Manager
Kevin Kinrade
CFP | Financial Planner
Our Financial Planning Team
Laura Seekings
CFP, CLU, FMA, CPCA | Financial Planning Department Head
Alex Wellman
BBA | 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