Keyes, Stange & Wooten Wealth Management, LLC

Carlos Betancourt is a financial advisor at Keyes, Stange & Wooten Wealth Management, LLC with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked at Seacoast Bank and spent several years as a student. Keyes, Stange & Wooten Wealth Management serves retirement-plan fiduciaries as well as individuals, corporations, trusts, and other entities, offering nondiscretionary investment advice to ERISA-covered plans and portfolio management and financial planning to non-plan clients. The firm integrates accounting, tax, and advisory services through shared ownership with an affiliated CPA firm.

Marcus Wooten is a CFP® and ChFC® with 27 years of industry experience, currently serving at Keyes, Stange & Wooten Wealth Management, LLC since 2003. He is also a partner in an affiliated CPA firm where he works with clients on tax return reviews. Outside of financial advising, he assists with a family hardware store and is involved in management support for financial and accounting businesses. Keyes, Stange & Wooten Wealth Management serves retirement-plan fiduciaries as well as individuals, corporations, and trusts, providing both nondiscretionary and discretionary investment advice along with financial planning. The firm collaborates closely with an affiliated CPA firm, offering integrated accounting, tax, and advisory services.

Tara Bobelak is a CFP® with 16 years of industry experience, currently serving at Keyes, Stange & Wooten Wealth Management, LLC. She has been affiliated with the firm and its related entities since 2004 and has also worked with Ihre, LLC and Purshe Kaplan Sterling Investments. Outside of advisory roles, she is involved with Mad Hatters Management, LLC, a management support company for financial and accounting firms. Keyes, Stange & Wooten Wealth Management provides nondiscretionary investment advice to ERISA-covered retirement plans and offers portfolio management and financial planning services to individuals, corporations, trusts, and other entities. The firm integrates its advisory services with its affiliated CPA firm to offer combined accounting, tax, and financial planning capabilities.

Olivia Buttrey is a financial advisor at Keyes, Stange & Wooten Wealth Management, LLC with one year of industry experience. She holds a Series 65 designation and has previously worked at Klayer & Associates, Inc. and Martin, Klayer & Associates, Inc. Olivia is based in Daytona Beach, FL. Keyes, Stange & Wooten Wealth Management serves retirement-plan fiduciaries as well as individuals, corporations, trusts, and other entities, providing nondiscretionary investment advice to ERISA-covered plans and portfolio management and financial planning to non-plan clients. The firm combines advisory services with an affiliated CPA firm, offering integrated accounting, tax, and financial planning capabilities.

Brian Von Hein is a financial advisor at Keyes, Stange & Wooten Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has been with Keyes, Stange & Wooten Wealth Management since 2018. Outside of his advisory role, he is involved in a family business, Take Home Charlys', where he contributes approximately 15 hours weekly. Keyes, Stange & Wooten Wealth Management serves retirement-plan fiduciaries, individuals, corporations, trusts, and other entities by providing nondiscretionary investment advice to ERISA-covered plans and offering discretionary and non-discretionary portfolio management and financial planning to non-plan clients. The firm emphasizes participant education and integrates accounting, tax, and advisory services through its affiliation with an affiliated CPA firm.

Jeremiah Cronin is a CFP® professional at Keyes, Stange & Wooten Wealth Management, LLC with three years of industry experience. He previously worked at Holland Financial, Inc., Holland Advisory Services, Inc., Embry-Riddle Aeronautical University, and Bank of America. Keyes, Stange & Wooten Wealth Management serves retirement-plan fiduciaries, individuals, corporations, trusts, and other entities by providing nondiscretionary investment advice to ERISA-covered plans and discretionary and non-discretionary portfolio management and financial planning to non-plan clients. The firm combines investment advisory services with affiliated accounting and tax capabilities through shared ownership with a CPA firm.

Danielle Cinicolo is a financial advisor at Keyes, Stange & Wooten Wealth Management, LLC with 12 years of industry experience. She holds a Series 65 designation and has worked with Keyes, Stange & Wooten Wealth Management since 2012. In addition to her advisory role, she is the Assistant Director of Tax and Accounting Services at the affiliated Keyes, Stange & Wooten CPA Firm, LLC and is a minority owner of the Daytona Athletic Club, LLC. Keyes, Stange & Wooten Wealth Management serves retirement-plan fiduciaries as well as individuals, corporations, trusts, and other entities, providing both nondiscretionary and discretionary investment advice. The firm combines its investment advisory services with affiliated accounting and tax expertise to support a broad range of client needs.

Leonardo Rodriguez Rodriguez is a financial advisor at Keyes, Stange & Wooten Wealth Management, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including TIAA, New York Life Insurance Co, Charles Schwab, and Fidelity Investments. Keyes, Stange & Wooten Wealth Management provides nondiscretionary investment advice and portfolio management services to retirement-plan fiduciaries, individuals, corporations, and trusts. The firm integrates accounting, tax, and advisory services through shared ownership with an affiliated CPA firm.