Tara Bobelak, CFP®

Tara Bobelak, CFP®
Wealth Manager
TBobelak@kswwealth.com

Tara Bobelak, CFP®, Wealth Manager, began her career at Keyes, Stange & Wooten, Wealth Management, LLC and Keyes, Stange & Wooten, CPA Firm, LLC in 2004.  She 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®). This created the opportunity for her to become a Wealth Manager.  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 both firms 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 high quality customer service.  She earned her BBA from the University of Central Florida and is a native Floridian, having spent all her life in the Daytona Beach area. Tara and her husband live in Port Orange and have a daughter, Emily.