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Our Staff

Our Staff

Marc Wooten, CFP®, CLU®, ChFC®, E.A.

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. Marc is an advocate of investment diversification and asset allocation. He is a graduate of Stetson University with a BBA in Finance and holds the CERTIFIED FINANCIAL PLANNER™(CFP®), Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) designations, and he is an E.A. (Enrolled Agent).

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

dcinicolo@kswcpafirm.com

started her career at Keyes, Stange & Wooten CPA Firm, LLC in 2004 as a tax intern and worked her way up to becoming an equity member of our firms in 2017. A graduate of Stetson University’s Master of Accountancy (MAcc) Program, where she also earned her BBA in Accounting, Danielle oversees our tax firm operations, tax preparation and accounting services for Keyes, Stange & Wooten CPA Firm, LLC. She has been an Enrolled Agent (E.A.) since 2013, a CPA since 2016, and has been practicing accounting for over 25 years. Danielle’s areas of concentration are in income tax preparation for individuals, business and trusts, strategic tax planning, payroll, accounting services and consulting.

Tara Bobelak, CFP®

started her career at Keyes, Stange & Wooten Wealth Management , LLC as 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™ (CFP®) certification which 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. Additionally, Tara is responsible for implementing and supporting projects that enhance the firm’s operational efficiency to provide high quality customer service. She is a graduate of the University of Central Florida with a BBA in business.

Howard Stange, CPA/PFS

is a graduate of Stetson University with a BBA in Accounting. Howard works with clients on strategic tax planning and accounting consulting. He has been a CPA for over 35 years and his areas of practice emphasis are in income tax preparation and planning. Howard also has extensive experience advising clients in transactions involving the sale of their businesses. He also works with clients’ financial planning issues and develops and implements investment asset allocation strategies as a Wealth Manager with Keyes, Stange & Wooten Wealth Management, LLC. Howard serves as one of the investment committee members for the firm’s discretionary asset management program. He primarily serves retirees by managing their financial assets, in order to achieve their income and wealth transfer goals.

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

is a graduate of Stetson University with a BBA in Accounting and a Master's of Business Administration (MBA) from the University of Central Florida. As a CPA for more than 40 years, Jerry 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. Jerry is a Senior Wealth Manager with Keyes, Stange & Wooten Wealth Management, LLC. He helps provide clients with quality innovative financial strategies to meet their financial planning and investment goals and objectives. He currently serves on the Board of Directors of Intracoastal Bank.

Olivia Buttrey, CPA, MAcc, E.A.

Peggy Barrickman, E.A., Senior Staff Accountant

pbarrickman@kswcpafirm.com

has been with our firm for over 25 years! As an Enrolled Agent (E.A.), her expertise is corporate, individual and trust income tax preparation.

Emily Jones Schrader, Staff Accountant

ejones@kswcpafirm.com

is a graduate of Stetson University with a BBA in Accounting as well as a Masters degree in Accounting (MAcc). Her expertise is individual income tax preparation and accounting services.

Sharon Frontauria, Client Concierge

Christina Ellis, Administrative Assistant

Alexa Wooten, Intern