Jerry has transitioned into a new role with Hobe & Lucas as an adviser to the firm and its clients. He serves both individual and business clients, providing advice and assistance with business, finance and operational needs. Special areas of concentration included strategic planning for contractors, non-profit organizations, emerging entities and publicly traded companies. Jerry also had extensive experience in mergers and acquisitions, succession planning and estate planning.
Education
Bachelor of Science in Accounting – John Carroll University
Memberships
AICPA
OSCPA
BKR International Construction and Public Entity Committees
Ohio Contractors Association
Surety Association of Ohio
Precision Metalforming Association
John Carroll University Quad Club
Hobe & Lucas Certified Public Accountants, Inc. is a full-service accounting and business consulting firm dedicated to providing clients with exceptional value.
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Advisory Services offered through Avantax Planning Partners, Inc., a registered investment adviser. Securities may be offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Additional advisory services may be offered through Cetera Investment Advisers LLC. Cetera named entities and Avantax Planning Partners, Inc. are affiliated. 3390 Asbury Rd, Dubuque, IA 52002. 563-582-2855.
Check your Financial Professionals registration status on https://brokercheck.finra.org/ and/or https://adviserinfo.sec.gov/.
Cetera named entities and Avantax Planning Partners, Inc. are independent of and unrelated to Hobe & Lucas Certified Public Accountants, Inc.
