- Our Team
Manufacturers and distributors face no shortage of challenges both domestically and internationally. You must constantly balance capital funding needs, limited resources and labor costs while keeping up with the competition. In order to capitalize on your maximum growth potential, you need a business partner equipped to address quality controls, constant technological advances, regulatory considerations and cost reduction while maintaining a close eye on your bottom line.
We understand, and we’re prepared to assist. Our dedicated team leverages 30+ years of experience in manufacturing and distribution to provide the right solutions to your individual company challenges. Our leaders even have membership in industry trade groups, such as the Precision Metal Forming Association, allowing the delivery of even further targeted insights to meet your goals.
We work in a variety of industry sectors to provide insight and direction through our main offerings:
We also offer a variety of other beneficial consulting services, including:
You must constantly balance capital funding needs, limited resources and labor costs while keeping up with the competition.
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 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.
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.
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
Jorge handles accounting, tax and other services for clients of varying size and complexity, mostly in the manufacturing, construction and retail industries. He is the in-charge accountant on several audits reviews and compilations. Jorge also assists in new personnel training, mostly as it relates to tax preparation. He is part of the tax department and in that role he assists with the tax review process. He has been in public accounting since 1996.
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.
Kevin joined Hobe & Lucas in 2002. He works on domestic and international tax matters for closely-held and public companies, ranging from startups to companies with more than $1 billion in revenue. Kevin’s specialty areas include the manufacturing, construction, and health care industries. He is also very involved in Hobe & Lucas’ mergers and acquisitions and state and local tax practices. In addition to his taxation expertise, he manages several audits and reviews, and provides a wide variety of business consulting across several different industries.
Thad has been working with an extensive range of clients since 1998, providing tax, attest and accounting services.
Tom has been engaged in the practice of public accounting since 1980. He joined Hobe & Lucas in January 2019 when they acquired his firm, Flask, Kusak & Company. Tom provides accounting, tax preparation and planning services to business and individual taxpayers in a wide variety of industries.
Tricia joined Hobe & Lucas in December 2020. She has over 15 years of experience in public accounting working with regional/national firms. Tricia works with individual and business clients in a variety of industries and provides technical expertise in the areas of accounting, tax planning and tax compliance. Her background also includes experience in auditing and in the preparation of reviews and compilations.