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Cari Carlson

Cari Carlson

Licensed Insurance Agent

Before joining the team West, Cari was a dedicated professional working for 13 years in finance in several executive positions as well as 7 years supporting the Nation’s Intelligence Community in Northern Virginia. She is a graduate from James Madison University, which a BS is Health Sciences and has numerous licenses and certifications under her belt. Cari is a licensed health, life and annuities agent. Her passion is saving clients hard earned money and helping them plan for retirement. Cari has resided in the Villages since 2016 and considers herself a true VILLAGER. In her spare time, Cari loves to spend time with her parents, her boyfriend, play water volleyball, loving her puppy, playing pickleball and dance lessons. She is a strong Christian and volunteers actively with the church, food pantries and prison outreach. Working with clients to help them understand and maneuver through the complex world of Annuities is extremely satisfying. She will always ensure that you have the best options for a secure plan to meet your needs and desires. As your personal agent, she is always available to help you understand your coverage If you have any questions at any time, Cari is available to help.

(352) 461-0645
Cari@westfinancialvillages.com

The West Financial Group

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