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Meet Our Team

As our client, you will have a team of highly qualified professionals working for you to provide you with the best coverage for you, your family, or your business.  Building a long-lasting relationship with our clients is our number one priority.

Steven Carlson

Steven Carlson

Owner / Agent
CA Insurance License 0D81619

Steven Carlson grew up and currently lives in Folsom, CA. He attended UC Santa Barbara where he earned his Bachelor’s and Master’s degrees in Economics. Growing up, Steve was surrounded by insurance. His dad, Dennis Carlson and mom, Lisa Carlson were successful agency owners that mentored him. Aside from insurance, Steve is an avid runner and is currently training for his first full Ironman triathlon. He enjoys spending time with his two kids (6 and 8 year olds), taking them on adventures, reading with them and telling them not-so-funny dad jokes!

Dalis Carlson

Owner / CSR
CA Insurance License 0H11640

Dalis Carlson grew up in Long Beach, CA. She and Steve met while attending the gorgeous UC Santa Barbara, where she also graduated with Bachelor’s and Master’s degrees in Economics. Right out of college, she spent a few years working in accounting before she took a leap of faith and started working in insurance together with Steve. Aside from insurance, Dalis is busy raising two good humans (the 6 and 8 year olds). She also enjoys arts, crafts and food.

Sophia Allie

Client Service Representative
CA Insurance License 4040930

Sophia Allie – Sophia Allie is a native of Sacramento and resides in El Dorado Hills. She joined the agency in January 2020 and is everyone’s favorite friendly voice answering calls. In her spare time, Sophia enjoys spending time with her husband and two sons, hiking and gardening.