Our financial services specialists are proactive in helping you keep up with all regulatory issues.
Hobe & Lucas is registered with the Public Company Accounting Oversight Board (PCAOB) and our financial services specialists are proactive in helping you keep up with all regulatory issues, including SEC/FINRA filings and the many other compliance requirements you face. Whether you are a broker-dealer, hedge fund manager, Registered Investment Advisor, venture capital or private equity firm, our experts are dedicated to providing you with personalized efficient service.
Our financial services specialists are proactive in helping you keep up with all regulatory issues.
In her 25 plus years at Hobe & Lucas, Lisa has developed many long-term client relationships. She specializes in auditing, attestation, compliance and accounting services; focusing on a number of industries including broker dealers, investment companies and other financial service companies, not-for-profits; medical and dental groups; and professional service firms. She also has significant experience working with employee benefit plans, and clients within the construction and manufacturing industries. Lisa is also in charge of recruiting and human resources functions at the firm.
Louis joined Hobe & Lucas in 1998. Through personalized service, he helps clients achieve their strategic, financial, and personal goals by first building effective relationships with clients through trust and dependability.
Melissa began her career with Hobe & Lucas in 2005. She prides herself in providing quality tax preparation, accounting and consulting services to closely-held businesses and their owners.
Whether you are a broker-dealer, hedge fund manager, Registered Investment Advisor, venture capital or private equity firm, our experts are dedicated to providing you with personalized efficient service.
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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Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based brokerage services are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Hobe & Lucas Certified Public Accountants, Inc.
Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Financial Professionals may only conduct business with residents of the states for which they are properly registered. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.
