Our Dream Team is GrowingFebruary 23, 2023
Danni Blue is a skilled Virtual Assistant, Travel Designer, and occasional flight attendant. As the “Swiss army knife” for Singer Wealth Management, Danni is a multifaceted resource responsible for a wide range of tasks, from organizing administrative and procedural business process to event planning and idea soundboard.
With over 15 years of experience in legal support, Danni started her career working with judges and lawyers in the Seattle criminal justice system. Now, Danni is grateful to work within her passions of organizational business support and travel. Danni is particularly proud to work for a business that aligns with her values of acceptance, inclusion, and diversity while striving to impact lives positively.
When she’s not providing business support, Danni loves to explore new international cities, visit vineyards, and spend time with friends in Portugal. Danni’s “Be Kind + Be Genuine” motto reflects her commitment to treating others with respect and authenticity in all her interactions.
Hello, my name is Jose Barbosa. I am the Financial Advisor Associate with Singer Wealth Management. Originally from New Jersey, I graduated from Seattle University with a BA in Finance. Also, I obtained my MBA in Finance from City University of Seattle and my ChFC® designation with The American College. I am passionate about finance and have accumulated over +20 years of experience in the financial services industry. I am a problem solver and enjoy supporting Alicia and our clients in pursuing their financial dreams and forging long lasting relationships with them.
I enjoy spending time with my two growing boys in South Seattle and chauffeuring them to endless soccer matches and swim meets. My pandemic achievement cooking with my Instant Pot and dabbling with “sous vide” cooking. I am a self-proclaimed NY Mets baseball fan, technophile, and music enthusiast. I live to travel, and I hope to fly off somewhere soon and discover new places to explore.
Fun Fact: I can “toast” drinks in +10 languages.
Excited to be part of the SWM Team!
Hi, my name is Pam Scheppele and I’ve joined the Singer Wealth Management Team as Client Associate & Paraplanner. I have almost 35 years of experience in the areas of financial planning, retirement planning, and risk management. My favorite part of what I do is supporting Wealth Advisors, like Alicia, and their clients. I’m excited to be able to watch SWM’s clients achieve their financial dreams!
I’m a life-long learner and over the course of many years I’ve attained a few industry designations such as Certified Financial Planner (CFP), Retirement Income Certified Professional (RICP), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and I have a Certificate in Long-Term Care (CLTC).
I have a particular interest in helping women succeed. I’m a member of Women in Insurance and Financial Services (WIFS) and served on their national board as Treasurer for a few years.
For many years I was an employee of a large financial planning firm. During COVID I got a taste of what it’s like to work from home and I love it! So, I now work from my cozy office in Caribou, Maine.
I’m married to my husband Casey, who is originally from Iowa. I met him when he was stationed at a local Air Force base. We have one son who is married and living in Germany. I love to travel and am looking forward to visiting SWM’s home base in Seattle sometime in the near future!