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 more than 30 years of industry experience, Marc works with individuals and business owners to develop financial plans, specializing in retirement and wealth transfer strategies. He is an advocate of investment diversification and disciplined asset allocation. Marc holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, as well as the Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), and Enrolled Agent (E.A.) designations. He is an Equity Member of both Keyes, Stange & Wooten Wealth Management, LLC and Keyes, Stange & Wooten CPA Firm, LLC.

Tara Bobelak, CFP®, E.A., RSSA®, Wealth Manager, Partner, is a graduate of the University of Central Florida with a Bachelor of Business Administration. She began her career at Keyes, Stange & Wooten in 2004 and became a Registered Sales Assistant in 2009, gaining experience across nearly every aspect of the firm’s operations. In 2017, Tara earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, further strengthening her ability to help clients achieve their financial goals. In 2018, she became an Equity Member of both Keyes, Stange & Wooten Wealth Management, LLC and Keyes, Stange & Wooten CPA Firm, LLC. She serves as a member of the firm’s investment committee for the discretionary asset management program and is responsible for implementing and supporting initiatives that enhance operational efficiency and client service.

Danielle Cinicolo, CPA, MAcc, E.A., Partner, is a graduate of Stetson University with a Bachelor of Business Administration in Accounting and a Master of Accountancy (MAcc). She began her career at Keyes, Stange & Wooten in 2004 as an intern and became an Equity Member of the firms in 2017. Danielle is the Managing Tax Partner of Keyes, Stange & Wooten CPA Firm, LLC and holds both the Series 65 license and Florida 2-15 license. She oversees the firm’s tax operations, including tax preparation, planning, and accounting services. Danielle has been an Enrolled Agent (E.A.) since 2013, a CPA since 2016, and has more than 20 years of accounting experience.

Olivia Buttrey, CPA, MAcc, E.A., Partner, is a graduate of Stetson University with a Bachelor of Business Administration in Accounting and a Master of Accountancy (MAcc). She joined the firm in 2023 and specializes in individual, business, and trust income tax return preparation and planning. Olivia also assists clients with QuickBooks as a QuickBooks ProAdvisor and supports day-to-day accounting inquiries. She has been an Enrolled Agent (E.A.) since 2016 and obtained her CPA license in 2018. Olivia also holds the Series 65 license for Investment Advisers and Florida 2-15 license for Life, Health, and Variable Annuities. She is committed to ongoing professional development and is a member of the FICPA, AICPA, and the Volusia Young Professionals Group.

Jeremiah Cronin, Associate Advisor, is a graduate of Florida State University with a Bachelor of Business Administration in Social Science and Economics. He joined the firm in 2023 as a Client Service Associate. Through his professional growth, he now supports clients as an Associate Advisor. He assists clients with account services such as transactions, fund transfers, 401(k) administration, and wealth management inquiries. Jeremiah holds the Series 65 license for Investment Adviser Representatives, the Florida 2-15 license for Life, Health, and Variable Annuities, and the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification. He also assists the firm’s wealth managers by preparing financial plans and conducting client reviews.

Carlos Betancourt, Associate Advisor, is a graduate of the University of Central Florida with a Bachelor of Business Administration in Finance. He joined our team in 2025, and as an Associate Advisor, he assists clients with account services such as account transactions, fund transfers, trading, and questions regarding wealth management paperwork. He provides support to our firm’s wealth managers by preparing financial plans and client reports. Carlos also holds the Series 65 license for Investment Adviser Representatives.

Lindsey Mains, Client Service Associate, is a graduate of Seminole State College with an Associate of Arts degree. She joined the firm in 2023 as a Client Service Associate and she assists wealth management clients with account services, including new account establishment, fund transfers, scheduling appointments, responding to wealth management inquiries, and quarterly reporting.

Alexa Wooten, Client Service Associate, is a graduate of Stetson University with a Bachelor of Business Administration in Accounting. She joined the firm in 2023 as an intern, where she prepared income tax returns and supported special projects before transitioning into her full-time role as a Client Service Associate. She assists clients with opening accounts, fund transfers, scheduling appointments, account updates, and quarterly reporting.