As a Personal Financial Representative in Hoover, I know many local families. My knowledge and understanding of the people in this community help me provide customers with an outstanding level of service. I look forward to helping families like yours protect the things that are important – your family, home, car and more. I can also help you prepare a strategy to achieve your financial goals.
I’m committed to helping you protect what you have today and prepare for tomorrow. I understand the importance of thinking about the “big picture” when it comes to your financial future. From life insurance to retirement, I’m committed to helping you reach your financial goals.
Honor Ring-1 years
Hoover High School baseball
Licensed Sales Producer
Josh Caldwell is a Licensed Sales Professional for the Dan Carlisle Agency. Josh has been in the insurance business since 2007. He graduated from Auburn Montgomery with a Bachelors degree in Finance in 2008. Josh has a passion for protecting customer’s most valuable assets. Josh currently resides in Alabaster with his wife. Josh also enjoys spending time in the outdoors either, hunting, fishing, or backpacking.
Customer Service Manager
Tammy Vines has been a licensed sales producer in the insurance field for 18 years. She is the Customer Service manager for the Dan Carlisle Agency. Tammy and her husband, John, have lived in the Birmingham area their entire lives. They currently live in Helena with their two children, Peyton, and Raegan. In her spare time, Tammy enjoys scrapbooking and spending time with her family.
Licensed Sales Producer
Donna is a licensed sale 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.
Customer Service Representative
Keith Davis is a Customer Service representative in the Dan Carlisle Agency. His concentration is as a liaison between insurers and Allstate’s Claims Department. He is retired from Alabama Power Company with over 25 years of risk management experience. He is also a licensed sales producer. He is married with four children and two grandchildren and resides in the Hoover area. He is a graduate of the University of Alabama and is an avid Alabama football fan.