Brian Davis joined Hobe & Lucas in November 1996 as a staff accountant. Over the intervening years, he has worked his way through the ranks to become a Director at the firm, overseeing Employee Benefit Plan audit services. In addition, Brian provides tax planning, tax preparation, accounting assistance, and compilation and review services to closely held businesses.
In his spare time, Brian enjoys cooking and spending time with his wife and kids, participating in family activities and being active in his son’s Boy Scout troop.
Education, Certifications & Training
Bachelor of Business Administration – Cleveland State University
Master of Business Administration – Cleveland State University
Memberships
American Institute of Certified Public Accountants (AICPA)
Ohio Society of CPAs (OSCPA)
Sons of American Legion
Boy Scouts of America
Community Involvement
Boy Scouts of America
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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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.
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Cetera named entities and Avantax Planning Partners, Inc. are independent of and unrelated to Hobe & Lucas Certified Public Accountants, Inc.
