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.

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.

Chris Duncan, CPA

Chris joined Hobe and Lucas in January of 2022. He has over twenty years of public accounting experience working at the national, regional, and local firm level. Chris provides tax planning and compliance services for a number of businesses, individuals, and non-profits. Chris has vast experience working with various state tax compliance and planning issues. In addition, Chris has worked with many clients looking to sale and acquire their businesses.

David Baldoza

Dave joined Hobe & Lucas in 2019 and brings over twenty-five years of experience to his small-business, non-profit, and individual clients. He advises his clients on issues that are important to them, from start-up to exit strategies, bookkeeping to owner tax and estate planning. Dave leverages technology and Hobe & Lucas’s extensive resources to serve clients nationwide

John Foster

Joined Hobe & Lucas in 1997. He has experience in tax services, auditing, and client accounting services. He has many years of experience in both corporate and individual tax issues.

Kelly Anzevino, CPA, MT

Kelly has over 20 years of experience in the accounting and tax field working with multinational companies at the Big 4 level to entrepreneurial start-up businesses with local public accounting firms. She provides extensive tax knowledge and a passion for assisting clients with complex and emerging tax issues. Additionally, Kelly provides day to day tax compliance and consulting for high net worth individuals and closely held businesses in various industries including professional services, financial services, real estate investments, non-profit organizations, manufacturing as well as the arts, entertainment & recreation industry. Her mission is to deliver consistent, first-class service that focuses on each client’s needs with a personalized approach.

Maha Kaddah

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.

Shana Nold

Shana began her accounting career over 20 years ago as an auditor at Deloitte & Touche in Cleveland. She enjoyed a few years in a financial planning and analysis role at a high growth home furnishings company, before returning to public accounting in 2012. She is now experienced in auditing, attestation, and accounting in multiple industries, with a focus on companies in the financial services industry as well as employee benefit plan audits.

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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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4807 Rockside Rd Suite 510

Independence, OH 44131