Meet the Pattersons: Amy and Diane
Our Journey...
The story began in 2007 when Diane’s mother (Amy’s grandmother) needed help navigating the process of Medicare. The experience was life-changing as Diane watched her mother’s frustration, confusion, and anguish at trying to sign up for Medicare and select the right plan. Driven by her desire to help her Mom, she realized there had to be a better way.
In 2009, Diane started actively helping others in this field by utilizing her presentation skills as a Medicare Seminar presenter for ConnectiCare. Later, she was able to hone her management and business development skills in the area of Insurance through the role of Account Executive. Today, Diane applies her 35+ years of communication and business expertise to explain and analyze multiple insurance plans efficiently and effectively.
In 2011, Amy, a mental health professional, who previously worked as a social worker and singer/songwriter in New York City, found a new role in helping people alongside her mother. She also initially strengthened her knowledge in the field of Medicare in the role of Medicare Education Seminar Presenter. Her passion for meeting new people daily and listening carefully to determine client needs has been an excellent fit for the Personal Insurance Advisor role. She applies creative problem-solving skills to address challenges. She is thrilled with this role, as she is still able to make a difference in people’s lives.
Amy and Diane’s past work experiences offer the perfect set of skills to effectively help people with the overwhelm, anxiety, and complexity involving their health insurance options.
As a result of personal and professional experiences, this mother-daughter team realized there was a deep need to empower people to learn about their insurance options in simple terms and language. This is so important to your understanding and is in line with our mission! Our practical experience includes over 10,000 hours of workshops, seminars, and meetings that have allowed us to sharpen our presentation skills for your better understanding.
The Love Story…
Amy and Ed (a native of Finland) have a natural affinity for travel…their travels actually brought them together while Ed was playing soccer professionally in Madrid, where Amy was visiting. It was a match meant to be. While in Madrid during their engagement, Ed turned down a professional soccer contract due to an injury and, at the same time, realized just how touching Amy’s sincere caring and quality service is for her clients – as her clients have truly become her friends. After their marriage in 2018, it seemed only a natural step for Ed to join the family team and work with all these amazing clients. In 2019, the dream became a reality!
Looking now and into the future...
Amy and Diane combine current technology and practical expertise to fundamentally solve your insurance puzzle! We speak insurance – plain and simple.
Nothing makes us happier than seeing our clients in a plan that is a perfect fit for them and completely understanding that plan. This frees clients from the worry and stress typically associated with insurance. We have seen how this genuinely makes people’s lives better! Us Pattersons love what we do – we hope you will too!