Insurance Birmingham
Great Low Rates on Auto, Home, and Life Insurance
We are a 45-year family agency that has served the Birmingham community providing exceptional customer service and value. We are involved with many events in the area and support several local schools and sports programs.
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Donna is a licensed sales professional for The Dan Carlisle Agency. She graduated from the University of Alabama Huntsville with a BS in accounting. She lives in the Birmingham area where she enjoys family activities, going to the beach and scrapbooking. Donna can be reached direct at 205-423-6256.
Josh Caldwell is a Licensed Agent with the Dan Carlisle Agency in the states of Alabama, Georgia, Mississippi, Tennessee and Florida. Josh has been in the insurance industry since 2007 and graduated from Auburn Montgomery with a bachelor’s degree in Finance in 2008. Josh has a passion helping consumers on how insurance works and provide options in ways to help them protect their most valuable assets. Josh currently resides in Hoover, AL with his wife and two children. Josh enjoys spending time with his family, traveling, and the great outdoors.
Beth brings to the agency more than twenty years of insurance experience, most recently working with our financial team. She enjoys helping customers and building personal relationships and is always looking to help see customers have the correct insurance in place to protect them, their families and their assets. Beth is originally from Hueytown and now lives in the Oak Mountain area with her husband Tim and their daughter Peyton. In her spare time she enjoys photography, swimming, crafting and is an avid Boston Red Sox and New England Patriots fan. If you have any questions, concerns or need to review your policies, give Beth a call.
As a licensed sales professional, Jennifer excels at guiding customers through their insurance options, safeguarding families’ protection above all. With a BS in Business from Strayer University, Jennifer brings her knowledge to her work. Outside of the office, she loves racing with her son, beach trips, and culinary pursuits. Family time, reading, and creating memories are also essential to her. Jennifer can be contacted directly at 205-423-6263.
Bonnie Partin is gifted at financial stagey. She spent the first half of her career in the executive ranks of corporate America doing leadership development for large corporations. She bought all of that wealth of experience and knowledge to the financial strategy and life insurance business many years ago. She helps families find money they are losing unknowingly and unnecessarily, and uses those dollars found, to solidify their financial future, preferably without impacting their current lifestyle. Her deep knowledge, easy-going, low-pressure style make her a pleasure to work with.
Matthew Partin brings a unique approach to serving customers. He helps families find money they are losing unknowingly and unnecessarily, and uses those dollars found, to solidify their financial future preferably without impacting their current lifestyle. He believes there is more opportunity to serve by helping families avoid the losses than by picking the winners. Matthew’s greatest joy is in serving others and it is reflected in his work.
Falicia Middleton was a registered nurse for over 20 years before coming to financial services industry. She brings her compassionate and caring nature to the financial process for the families she helps. She believes there is more opportunity to serve by helping families avoid the losses than by picking the winners. Falicia focuses on helping families find money they are losing unknowingly and unnecessarily, and uses those dollars found, to solidify their financial future preferably without impacting their current lifestyle. Falicia can be reached at 205-718-7575.
Gage is a licensed sales professional for the Dan Carlisle Agency. He graduated from Belhaven University with his BA in History in 2019. Gage currently lives in Southside with his wife, Brooke, who together are expecting their first child in December of 2023. Gage enjoys traveling and college football. Gage can be reached at 205-423-6254 or [email protected]
Alyssa has been in insurance for 6 years; She is married with 3 children and a dog. She enjoys spending time with her family and friends and reading a good book. Alyssa can be reached at 205-421-7533 or [email protected].
Hi everyone! I have been licensed and selling insurance for the last 5 years helping people protect what matters most. I am thankful to have had a career that was built on serving others, trust, and honesty. I have been blessed with a loving wife and two beautiful daughters who I would do anything for. In my downtime I enjoy watching and playing sports, board games with friends, serving my local church and spending time with family. I also enjoy biking and going to the beach. I have lived in the Birmingham area for half of my life and love the south. Family is everything to me as I come from a big family, and I always try my best to treat everyone I interact with as a close friend. If you need a trusted insurance representative to review your current insurance policies or are closing on a home and want to have the best policy in place for closing, I am happy to help!
