Patti Coffelt
Customer Account Representative
It took Patti Coffelt less than a year to realize she wasn’t ready for retirement.
She originally retired in November 2013 after nearly 30 years working in testing labs, holding numerous positions throughout her career. Less than a year into retirement, however, she had to find a job.
“I got bored. I wasn’t good at being retired. There are only so many cookies I can bake and I got tired of hanging around the house.”
That revelation occurred around the same time Patti and her husband, as customers of Jim Boldt & Associates, were getting a policy review. Through their conversation, Jim and Patti discovered they could help each other. Jim needed an office manager to schedule appointments and take care of administrative work, and Patti desired a little more structure in her retired life.
“Not a lot of structure, just more than I had before I started working here.” Working three days a week in the office, she said, provides “a good balance.”
The part-time position leaves plenty of time to enjoy retirement activities with her husband. They often explore the Kansas City area and are currently on a quest to visit all of the city’s world-renowned fountains.
Patti also developed a passion for playing pickleball, and she spends a considerable amount of time with her two children, four grandchildren and two great-grandchildren, all of whom live in the area.
Says Jim: “Patti has been such a blessing to this team. The customers love talking to her, she does a lot of mentoring to the younger agents, and it’s amazing how much she gets done for me working three days a week. This office couldn’t operate without her organizational and people skills.”
She originally retired in November 2013 after nearly 30 years working in testing labs, holding numerous positions throughout her career. Less than a year into retirement, however, she had to find a job.
“I got bored. I wasn’t good at being retired. There are only so many cookies I can bake and I got tired of hanging around the house.”
That revelation occurred around the same time Patti and her husband, as customers of Jim Boldt & Associates, were getting a policy review. Through their conversation, Jim and Patti discovered they could help each other. Jim needed an office manager to schedule appointments and take care of administrative work, and Patti desired a little more structure in her retired life.
“Not a lot of structure, just more than I had before I started working here.” Working three days a week in the office, she said, provides “a good balance.”
The part-time position leaves plenty of time to enjoy retirement activities with her husband. They often explore the Kansas City area and are currently on a quest to visit all of the city’s world-renowned fountains.
Patti also developed a passion for playing pickleball, and she spends a considerable amount of time with her two children, four grandchildren and two great-grandchildren, all of whom live in the area.
Says Jim: “Patti has been such a blessing to this team. The customers love talking to her, she does a lot of mentoring to the younger agents, and it’s amazing how much she gets done for me working three days a week. This office couldn’t operate without her organizational and people skills.”