Born and raised in Petaluma, California, Patti Caveney earned her BS in Finance from California State University, Chico, followed by an MBA from CSU East Bay. Patti’s professional path has spanned roles in financial services and technical support, focusing on ERP and accounting software with expertise in GL and account analysis. She now applies her financial acumen as an independent licensed insurance agent focused primarily on Medicare as well as individual and small group health insurance plans. Patti and her husband Jim share their home with their two sons: Aiden (20) and Joshua (17). They also have two rescue cats, Lily and Rosie. She is passionate about community involvement. A lifelong soccer enthusiast, she has played, refereed and even coached a season, with hopes of coaching again in the future. Patti enjoys gardening, albeit on a small scale as an apartment dweller, where she grows flowers and herbs in pots.

Q What does your business do? What makes it unique?
I educate people about Medicare. Medicare is confusing and I explain the program and the options. If appropriate, I help them apply for the benefits and programs they choose and as their agent I keep them updated on changes — things change every year. Some years not so much; this year, the changes were more important to understand. I also work with families and individuals (and small groups) who need help with health insurance and other related products.

Q What keeps you motivated in your career/business?
Seeing someone’s face light up when they realize I can explain their options to them and help them make it make sense. Helping my clients understand their benefits and making sure they use them.

Q What are you most proud of professionally?Doing the right thing for each person. Medicare (and health insurance) has so many choices and no one solution is THE perfect solution. It’s about doing what is best for the person in front of me.

Q What is your advice for young women in business?
Maintain your integrity. Know who you are and your values. Understand how you want to treat your clients or colleagues or team. Be responsible and work hard.

Q How would you describe your perfect day off?
Sleeping without an alarm. A beautiful breakfast. A cup of something warm (coffee or tea, as long as it’s decaf). A walk. Reading or TV. Lunch with a friend. Laughter.

Q What is at the top of your bucket list?
Travel to Italy, Greece, Spain, or anywhere sunny and beautiful I have not ventured yet.

Independent Licensed Insurance Agent

503-868-2992

www.pdxinsuranceagent.com