![](https://www.perlerwealth.com/wp-content/uploads/2024/08/Harry-resized-photo-option-2-740x780.png)
Harry Perler
Financial Planner
Harry Perler Financial Planner | Worldsource Financial Management Inc. CEO &
![](https://www.perlerwealth.com/wp-content/uploads/2024/08/David-resized-photo-740x780.png)
David Olejnik
Financial Planner
David Olejnik Financial Planner David Olejnik
![](https://www.perlerwealth.com/wp-content/uploads/2021/11/anita-740x780.png)
Anita Perler
COO & Co-founder | Perler Financial Group
Anita Perler COO & Co-founder | Perler Financial
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Leslie Marsden
Operations Manager
Leslie Marsden Operations Manager Leslie Marsden
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Laura Seekings
CFP, CLU, FMA, CPCA, Financial Planning Department Head
Laura Seekings Financial Planning Department Head Laura
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Christine Lee
Executive Assistant
Christine Lee Executive Assistant Christine Lee
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Stefanie Carano
Administration Assistant
Stefanie Carano Administration Assistant Stefanie
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Kelsie Perler
Digital Marketing Assistant
Kelsie Perler Digital Marketing Assistant Kelsie
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Tyla Seekings
Admin / Digital Marketing Assistant
Tyla Seekings Admin / Digital Marketing Assistant Tyla
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Lisa Lyles
Admin / Digital Marketing Assistant
Lisa Lyles Admin / Digital Marketing Assistant Lisa