- Our Team
Our accounting and auditing professionals are talented and have a wealth of experience working with for-profit companies (public and privately held), non-profit organizations and governmental entities.
Our accounting and auditing professionals are talented and have a wealth of experience working with for-profit companies (public and privately held), non-profit organizations and governmental entities. Whether you need an audit, review, compilation or some type of assurance reporting, we can meet your requirements. The right auditing and accounting services, the right size company.
Hobe and Lucas is registered with the Public Company Accounting Oversight Board (PCAOB), allowing us to deliver the broad range of services typically associated with larger firms, but with the value and personal touch of a small company.
Meet our talented team members who specialize in this field with a wealth of experience and knowledge, in for-profit, non-profit and govermental entities.
Jim oversees Hobe & Lucas’ accounting and audit practices. He also works in the accounting, tax and audit practices. In addition, he works with litigation support services, and performs due diligence for mergers and acquisitions. Jim offers specialized skills in auditing publicly held companies, governmental related entities and manufacturers. He is well-versed in financial statement presentation.
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)
American Institute of Certified Public Accountants (AICPA)
Ohio Society of CPA’s (OSCPA)
Board Member, Spice Field Kitchen
Former Finance Committee Member, Conservancy for the Cuyahoga Valley National Park
“There will always be someone who can’t see your worth. Don’t let it be you.” – Mel Robbins
Since 1996, Brian has been serving a diverse mix of clients in several areas, such as manufacturers, construction companies and professional groups. Services include employee benefits, including ERISA Audits and retirement plan design and tax, attest and accounting services.
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.
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.
Graham joined Hobe & Lucas in January 2010. He has worked on a variety of projects and served clients in multiple industries.
Jim has over 25 years of accounting knowledge and experience specializing in audits and tax services of small to medium sized businesses.
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.
Works with a variety of clients in several areas including but not limited to construction, not-for-profits, and professional services. Provides a wide array of tax services to individuals, businesses, trusts, and tax exempt entities.
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.
Works with broad range of clients providing tax, attest, and accounting services for individuals and businesses.
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.
Thad has been working with an extensive range of clients since 1998, providing tax, attest and accounting services.