Financial Services

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.

SERVICES

Our Financial Services Experts

Our financial services specialists are proactive in helping you keep up with all regulatory issues.

LISA M. MATUSZNY, CPA

Lisa joined Hobe & Lucas in 1992 and specializes in auditing, attestation, compliance, and accounting services; focusing on a number of industries including broker-dealers, investment companies (hedge funds, private equity, and venture capital), medical and dental groups, professional service firms, and not-for-profits. She has significant experience working with employee benefit plans, and clients within the construction and manufacturing industries. Lisa puts her top-notch multi-tasking skills to use as she also oversees the firm’s recruiting and HR functions. For over thirty years, Lisa’s genuine and dependable nature, comprehensive knowledge, and excellent communication skills have enabled her to provide timely and professional advice and assistance to a number of individuals, business owners, and organizations to help them in achieving business success.

During the early part of her career, Lisa noticed a lack of female leadership in the Accounting profession. She saw this as an opportunity and felt inspired to become a role model for other women in her field. Lisa’s career blossomed and she began to advance in the firm, eventually achieving her goal by becoming the first female Partner at Hobe & Lucas, an accomplishment that she is forever proud of and grateful for. As a Partner, Lisa takes an active role in the day-to-day operations of the firm. Her leadership style is one of collaboration. She brings a calm and patient demeanor to the room and enjoys listening, communicating, and sharing. Lisa promises to keep it real through a straightforward approach with each and every client while forming genuine relationships that she so deeply values.

One of Lisa’s main personal interests includes her deep passion for healthy living and healthy eating. She and her husband are avid CrossFitters and, as a breast cancer survivor, Lisa strongly supports Barbells for Boobs – a nonprofit organization striving to improve the quality of life and outcomes in individuals impacted by breast cancer. Lisa also stays active traveling and spending time outdoors where you can typically find her on her stand-up paddleboard or hiking on the amazing trail network that we are so fortunate to have in the area. Her passion for sustainability continues into her love of cooking with local ingredients and her community involvement where she is on the Board of Spice Field Kitchen, a nonprofit that connects people with the source of their food to help individuals learn how sustainable agriculture and mindful preparation nourish people and can change the world. Lisa would be remiss if she didn’t mention her cat, Francie, who is the sweetest Siberian cat that you will ever meet!

Education and Training: 
Bachelor of Science Degree in Business Administration, Accounting, University of Akron
Certified Public Accountant (CPA)

Associations:
American Institute of Certified Public Accountants (AICPA)
Ohio Society of CPA’s (OSCPA)

Community Involvement: 

Board Member, Spice Field Kitchen
Former Finance Committee Member, Conservancy for the Cuyahoga Valley National Park

Inspirational Quote: 

“There will always be someone who can’t see your worth. Don’t let it be you.” – Mel Robbins

LOUIS V. LOPARO, CPA, CITP

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. He provides tax, audit, CFO for hire and consulting services to a variety of closely held businesses in the healthcare, construction and professional services industries.

In 2019 Louis became Managing Partner at Hobe & Lucas. As a trusted advisor and shareholder, he leads with integrity, compassion, respect, and togetherness.  Over the years, Louis has learned that success looks different for everyone, and the importance of building meaningful relationships with those around him. He takes immense pride in the family culture he has helped to build and strengthen at Hobe & Lucas, and that sense of family can be felt when interacting with colleagues and the clients he serves. Those moments of authentic connection drive him in his career at Hobe & Lucas.

Outside of work, Louis loves spending time with his wife and four children, as well as his extended family. In true Italian form, family gatherings bring everyone together and always involve a lot of food! He also enjoys volunteering in the community, discovering new restaurants, catching a performance at Playhouse Square, chasing around his 2 dogs, and singing wrong song lyrics – just to bug his kids.

Melissa Love, CPA

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.  She serves individual and business clients in the medical, professional services, manufacturing, construction, and financial service industries.

Aimee Mauro, CPA

Aimee joined Hobe & Lucas in October 2021. She brings 10 years of accounting and auditing experience, with a focus on financial service companies, broker-dealers, construction contractors and employee benefit plans. Outside the office, Aimee enjoys exploring the Cleveland area with her family.

Ali Chiffon

She works with a broad range of clients providing audits, reviews, compilations, attest, and compliance work. Ali is also active on several professional committees within Hobe & Lucas.

Maha Kaddah, CPA

Maha joined Hobe & Lucas in 2000. She provides professional services in the areas of accounting, financial statements, attest services, payroll compliance, and tax return preparation to a variety of closely held businesses. Her clients include health care professionals, legal firms, funeral homes, and retail operations.

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Contact Us Today To Learn How We Can Help

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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Contact Info

4807 Rockside Rd Suite 510

Independence, OH 44131

216-524-8900 info@hobe.com