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.

 
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 since then as Garrett's Associate Financial Representative 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

David is originally from New York City. After graduating from the University of Michigan with a degree in mathematics, he worked 5 years in the tech world and then 15 years in the casino industry before transitioning to Northwestern Mutual.  David has been with us since 2018 and has his Life and Health License, as well as his SIE, 6, and 63 investment licenses. David specializes in client service, planning and solutions of insurance and investment products, proposal and case preparation When David is not working, he enjoys traveling and spending time with his wife Karina and his 2 children Derek and Kara.

 

Kylie C Bleakley

Client Service Representative
Office 619-234-3111

Kylie is born and raised in San Diego and currently is pursuing her Bachelors Degree at The University of San Diego. Kyle is currently an intern on Garrett's team and is assisting him on the client service side.

 
Julie Sagal

Julie Sagal

Executive Assistant
Office 858-795-0900

Julie was born and raised in Los Angeles, and moved out to San Diego to pursue her professional career. She is the first-generation American daughter of a Latvian family from the former Soviet Union. Now, Julie is pursuing a degree in business administration while working for Northwestern Mutual. Julie joined our firm in June of 2019 and acts as Garrett's Executive Assistant. In her role as Garrett’s Assistant, Julie is responsible for the application and onboarding process along with assisting clients with any questions and servicing requests. Please feel free to contact Julie directly with any questions or concerns you may have!

 
 

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