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

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 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.

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. 

Aimee Mauro, CPA

She brings 10 years of accounting and auditing experience, with a focus on financial service companies, broker-dealers, construction contractors and employee benefit plans.

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.

Get In Touch

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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