Our Team

Marc Wooten, CFP®, CLU®, ChFC®, E.A., Senior Wealth Manager, Partner, is a graduate of Stetson University with a Bachelor of Business Administration in Finance and serves as the investment committee chair for the firm's discretionary asset management program. As a Senior Wealth Manager with over 27 years of industry experience, Marc works with individuals and business owners to develop financial plans, specializing in the areas of retirement and wealth transfer strategies. He is an advocate of investment diversification and asset allocation. Marc holds the CERTIFIED FINANCIAL PLANNER™ Certification (CFP®), Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®) and Enrolled Agent (E.A) designations and he is an Equity Member of both Keyes, Stange & Wooten Wealth Management, LLC and Keyes, Stange & Wooten CPA Firm, LLC. He currently serves as a member of the Ormond Beach YMCA Board.

Tara Bobelak, CFP®, E.A., Wealth Manager, Partner, is a graduate of the University of Central Florida with a Bachelor of Business Administration in Business and began her career at Keyes, Stange & Wooten in 2004. Tara became a Registered Sales Assistant in 2009 and has overseen almost every aspect of the firm's operations. In 2017, she obtained the CERTIFIED FINANCIAL PLANNER™ Certification (CFP®).  Making this career move has allowed her to share her passion for helping people achieve their financial planning needs and individual goals. In 2018, she became an Equity Member in Keyes, Stange & Wooten Wealth Management, LLC and Keyes, Stange & Wooten CPA Firm, LLC and serves as an investment committee member for the firm’s discretionary asset management program. Additionally, she is currently responsible for implementing and supporting projects that enhance the firm's operational efficiency to provide the highest quality customer service.

Danielle Cinicolo, CPA, MAcc, E.A., Partner, is a graduate of Stetson University with a Bachelor of Business Administration and Master of Accountancy (MAcc) from Stetson University. She started her career at Keyes, Stange & Wooten in 2004 as an intern and worked her way up to becoming an Equity Member of our firms in 2017. Danielle is the managing tax partner for Keyes, Stange & Wooten CPA Firm, LLC and holds the Series 65 and FL-215 licenses. She oversees the firm’s tax operations, tax preparation, planning and accounting services and has been an Enrolled Agent (E.A.) since 2013, a CPA since 2016, and has been practicing accounting for over 20 years.

Olivia Buttrey, CPA, MAcc, E.A., is a graduate of Stetson University with a Bachelor of Business Administration in Accounting and a Master of Accountancy (MAcc). She joined our firm at the end of 2023 and her expertise is in individual, business and trust income tax return preparation and planning. Olivia also assists clients with QuickBooks as a QuickBooks Pro Advisor and helps them with their everyday accounting inquiries. Olivia has been an Enrolled Agent (E.A.) with the Internal Revenue Service since 2016 and obtained her CPA designation in 2018. She also holds the Series 65 license for Investment Advisers and the Florida 2-15 License for Life, Health & Variable Annuities. She prides herself in ongoing education and professional development and is a member of the FICPA, AICPA and the Volusia Young Professionals Group.

Brian von Hein, CIMA®, APMA™, Trading Associate, has earned his Bachelor of Business Administration with a concentration in Finance at the University of New Mexico. He joined Keyes, Stange & Wooten in 2017 and as a Trading Associate, Brian leads our trading department, assists with client meetings and account services such as account transactions, fund transfer requests and any questions on wealth management paperwork. He holds his Series 65 license for Investment Advisors as well as the Certified Investment Management Analyst (CIMA®) designation.

Jeremiah Cronin, Client Service Associate, has earned his Bachelor of Business Administration in Social Science and Economics from Florida State University. He joined our team in 2023 and as a Client Service Associate, he assists our wealth management clients with account services such as account transactions, fund transfer requests, 401(k) administration, and any questions on wealth management paperwork. Jeremiah holds his Series 65 for Investment Advisers and the Florida 2-15 license for Life, Health, & Variable Annuities.

Lindsey Mains, Client Service Associate, has earned her Associate in Arts from Seminole State College. She joined our firm in 2023 and as a Client Service Associate, she assists our wealth management clients with account services such as new account establishment, funds transfer, scheduling appointments and any questions on wealth management paperwork.

Leonardo Rodriguez, Client Service Associate, has earned his Bachelor of Arts in Elementary Education and Behavioral Management from Ana G. Mendez University. He joined our team in July of 2024 and as a Client Service Associate, he assists our wealth management clients with account services such as account transactions, fund transfer requests, and any questions on wealth management paperwork. Leo holds his 2-15 license for Life, Health, & Variable Annuities.