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Our Staff

Our Staff

Gerald P. Keyes CPA/PFS, CFP®, CMA, MBA,

is our Director of Compliance and Operations. A graduate of Stetson University with a BBA in Accounting, he also holds an MBA from the University of Central Florida. He is a Senior Wealth Manager with Keyes, Stange & Wooten Wealth Management, LLC. It is his responsibility to ensure our firm is providing our clients with quality innovative financial strategies to meet their financial planning and investment goals and objectives. He serves as one of the investment committee members for the firm's discretionary asset management program. Also, as a CPA for more than 35 years, he is involved in strategic tax planning for his clients at Keyes, Stange & Wooten, CPA Firm, LLC as well as developing integrated strategies for tax-advantaged investing and wealth management for both individuals and corporations. He currently serves on the Board of Directors of Intracoastal Bank. Jerry and his wife, Sherry, live in Ormond Beach, FL and have one son, John, a graduate of the NYU Stern School of Business.

Howard Stange, CPA/PFS,

is our Director of Fiduciary and Tax Services. A graduate of Stetson University with a BBA in Accounting, Howard oversees tax research and tax preparation services for Keyes, Stange & Wooten CPA Firm, LLC, working with clients on strategic tax planning and accounting consulting. He has been a CPA for over 30 years. Howard's areas of practice emphasis are in providing trustee and other fiduciary services for high net-worth individuals. Howard also has extensive experience advising clients in transactions involving the sale of their businesses. As an owner in both firms, he also works with clients' financial planning issues. He develops and implements investment asset allocation strategies as a Senior Wealth Manager with Keyes, Stange & Wooten Wealth Management, LLC. He serves as one of the investment committee members for the firm's discretionary asset management program. Howard primarily serves retirees by managing their financial assets in order to achieve their income and wealth transfer goals. He is currently the chairperson of the Board of Directors and a member of the Marketing and Finance Committee of Stewart-Marchman-ACT Behavioral Healthcare. Howard and his wife, Betsy, a retired Lt. Colonel in the Army Reserve, live in Ormond Beach, FL. They have three children.

Marc Wooten, CFP®, CLU®, ChFC®, E.A.,

is the Director of Financial Planning and Wealth Management with Keyes, Stange & Wooten Wealth Management, LLC. He serves as a committee member for the firm's discretionary asset management program. As a Senior Wealth Manager, Marc works with individuals and business owners to develop custom financial plans, specializing in the areas of retirement and wealth transfer strategies. As an Enrolled Agent and member of Keyes, Stange & Wooten CPA Firm, LLC, he provides income tax preparation services. This experience enables him to develop tax efficient methods of accumulating and distributing retirement assets. He is an advocate of investment diversification and asset allocation. Marc is a graduate of Stetson University with a BBA in Finance. Marc holds the CERTIFIED FINANCIAL PLANNER™(CFP®), Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations, and he is an E.A. (Enrolled Agent). Marc and his wife, Shannon, live in Ormond Beach, FL with their 14-year-old triplets.

Danielle M. Cinicolo, CPA, MAcc, E.A.,

dcinicolo@kswcpafirm.com

is our Assistant Director of Tax and Accounting Services and an equity member of our firms. A graduate of Stetson University’s Master of Accountancy (MAcc) Program, where she also earned her BBA in Accounting, Danielle oversees tax preparation and accounting services for Keyes, Stange & Wooten CPA Firm, LLC. A member of our firm for 13 years, she has been an Enrolled Agent (E.A.) since 2013, a CPA since 2016, and has been practicing accounting for more than 18 years. Danielle’s areas of concentration are in income tax preparation and planning, payroll, compilations and reviews. She is the Director of Special Projects for the Volusia County Chapter of the Florida Institute of Certified Public Accountants (FICPA). Danielle and her husband, Torrance, live in Port Orange and have two young children.

Tara Bobelak, CFP®,

is responsible for our client management and reporting systems and an equity member of our firms. She serves clients by implementing and coordinating the integrated wealth management experience including investment management, retirement modeling, insurance analysis, educational planning and general financial planning, working with clients to help enable their planning needs and goals to be met. She has been with our firm for 13 years and is currently also responsible for implementing and supporting projects that enhance the firm’s operational efficiency. She recently earned the CERTIFIED FINANCIAL PLANNER™(CFP®) certification and also serves as the Wealth Management firm’s Assistant CCO (Chief Compliance Officer). Earning her BBA from the University of Central Florida, Tara is a native Floridian, having spent all her life in the Daytona Beach area. Away from the office, Tara and her husband, Brandon, keep busy chasing after their 3-year-old daughter, Emily.

Peggy Barrickman, E.A., Senior Staff Accountant,

pbarrickman@kswcpafirm.com

has been with our firm for 22 years! As an Enrolled Agent (E.A.), her expertise is corporate and individual income tax preparation. She also assists in the preparation of financial statements, and handles accounting transaction and bill pay for many of our fiduciary clients and relationships.

Anthony Lupoli, Staff Accountant,

alupoli@kswcpafirm.com

is a 2016 graduate of University of Central Florida with a BSBA in Accounting. He assists with corporate and individual tax preparation and accounting services functions in our firm.

Our fine professional staff is supported by Crystal Huelsman, Claudine Polsenberg and Sharon Frontauria, Client Services Coordinator, to 
ensure you receive outstanding service.