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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Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based brokerage services are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Hobe & Lucas Certified Public Accountants, Inc.
Although Avantax does not provide or supervise tax or accounting services, our Financial Professionals may offer these services through their independent outside business. Financial Professionals may only conduct business with residents of the states for which they are properly registered. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses.
