KEYES - Key Persons
Brian von Hein, Client Service Associate, has earned his BBA at the University of New Mexico. As a Client Service Associate, Brian can assist our wealth management clients with account services such as account transactions, fund transfer requests and any questions on wealth management paperwork.
Danielle Cinicolo, CPA, MAcc, E.A., 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 is the managing tax partner for Keyes, Stange & Wooten CPA Firm, LLC. She oversees the firm's tax operations, tax preparation and planning 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 and planning for individuals, business and trusts, payroll, accounting services, and consulting.
Job Titles:
- PFS, CFP®, CMA, MBA / Senior Wealth Manager
Gerald P. Keyes, CPA/PFS, CFP®, CMA, MBA is a graduate of Stetson University with a BBA in Accounting, and he also holds an MBA from the University of Central Florida. Jerry currently works with the firm on a part-time basis as part of the firm's long-term succession planning. As a CPA for more than 45 years, Jerry ‘s practice is currently structured to work with businesses and high net worth clients implementing tax and accounting strategies that are compatible with our clients' wealth management objectives. He currently serves as Lead Director on the Board of Directors of Intracoastal Bank. Jerry and his wife, Sherry, live in Ormond Beach.
Job Titles:
- PFS / Senior Wealth Manager
Howard Stange, CPA/PFS, Senior Wealth Manager is a graduate of Stetson University with a BBA in Accounting. Howard's practice focus is to provide fiduciary accounting and investment advisory services to high net-worth clients. He has been a CPA for almost 40 years. Howard also has extensive experience advising clients in transactions involving the sale of their businesses. 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 assist in achieving their income and wealth transfer goals. Howard will retire from Keyes, Stange and Wooten affiliated firms at the end of 2024. This will allow him to travel extensively and to spend more time with his family. Howard and his wife, Betsy, a retired Lt. Colonel in the Army Reserve, live in Deland, FL. They have three children.
Marc Wooten, CFP®, CLU®, ChFC®, E.A., Senior Wealth Manager serves as the investment committee chair for the firm's discretionary asset
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.