Team Member Form

Please write your bio in the third person. Use this simple structure for help formatting.

Min 120 words / Max 220 words

  1. Professional Role and Responsibilities:
    • Your name, position, and the year you started at Hobe & Lucas.
    • What you specialize in and the main industries you work with.
    • Your main responsibilities and contributions.
  2. Career Highlights and Approach:
    • Key achievements or milestones in your career.
    • Your leadership style or core professional values.
  3. Personal Interests and Community Involvement:
    • Your main hobbies or interests.
    • Any community involvement or causes you support.
    • (Optional) A personal anecdote or unique detail about you.

Optional Fields Below

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    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

    6000 Freedom Square Dr #550

    Independence, OH 44131

    216-524-8900 info@hobe.com

    Advisory Services offered through Avantax Planning Partners, Inc., a registered investment adviser. Securities may be offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Additional advisory services may be offered through Cetera Investment Advisers LLC. Cetera named entities and Avantax Planning Partners, Inc. are affiliated. 3390 Asbury Rd, Dubuque, IA 52002. 563-582-2855.

    Check your Financial Professionals registration status on https://brokercheck.finra.org/ and/or https://adviserinfo.sec.gov/.

    Cetera named entities and Avantax Planning Partners, Inc. are independent of and unrelated to Hobe & Lucas Certified Public Accountants, Inc.

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