Garrett T Bleakley
Managing Director|CLU®, CFP®
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Alex Chrisman
Growth and Development Director
As the Growth and Development Director, Alex meets with clients and works to provide financial solutions when needed.
Alex is licensed with the California Department of Insurance for Life, Health, and Long-Term Care. She also holds FINRA Series 6 and Series 63 securities registrations.
Alex graduated from San Diego State University in 2015 and first started working for Northwestern Mutual as a college intern in 2014.
Chelsea Abrahamson
Client Service Representative
Chelsea joined the team in 2023 and serves as a Client Service Associate. In addition to assisting with insurance presentations, Chelsea assists with opening and maintaining investment accounts. She also creates financial plans and portfolios, rebalances accounts, and generates performance reports.
Jason Dunbar
Director of Development
Jason joined Northwestern Mutual in 2021. Jason is part of Garrett's team and leads the training and development program for the district’s financial advisors and representatives. His mission is to help others maximize their potential and achieve their definition of success.
Network of Specialists
Through Northwestern Mutual, I have access to a Network of Specialists. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.
David J. Miller
CFP®, CLU®
Wealth Management Advisor
People often come to us in times of transition. Whether they're hitting their stride in their profession, starting a family, approaching retirement, or just at a time in their life when they want to partner with someone to develop their financial plan, my team and I are here to help. We help our clients sleep at night by making sure they have attractive options at every stage in life.
Scott E Ashline
CLU®, ChFC®
Founder and Private Wealth Advisor
Since 1992,Scott has helped successful businesses, corporate executives and other high net worth individuals to achieve their individual goals. Scott offers a unique approach to the financial management process through an integration of five key components to comprehensive financial planning: risk management, investment strategies, estate planning, retirement income planning and business planning.