Garrett T Bleakley, CLU®, CFP®

Managing Director

My Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let us know. We will respond promptly.

Garrett Bleakley holiday group photo

 
Alex Stella Chrisman

Alex Stella Chrisman

Director of Development
Office 858-795-0900

Alex is originally from Fresno, CA. She moved to San Diego to attend SDSU and graduated in 2015 with a double major in Political Science and Economics. While completing her education, Alex was VP Foundation in her sorority Delta Gamma and also VP of College Republicans on campus. Alex joined Garrett’s team in the summer of 2015 as his Marketing Assistant. She has grown in her role and now is our Director of Development. In her spare time she enjoys traveling, cooking and spending time in Pacific Beach.

 
David Samaniego

David Samaniego

Associate Financial Representative
Office 619-230-8072
 

Kylie C Bleakley

Administrative Assistant
Office 619-234-3111
 

Katie Powers

Director of Talent Strategy
Office 858-795-0900
 

Julia Sagal

Office Coordinator
Office 858-795-0900
 
 

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