Dave joined Hobe & Lucas in 2019, bringing nearly thirty years of experience to his role. He works closely with small businesses, non-profits, and individual clients, advising them on a range of critical matters. Dave provides tailored guidance on everything from start-up strategies to exit planning, bookkeeping, owner tax planning, and estate planning. He is dedicated to helping his clients navigate complex financial challenges by leveraging both technology and the extensive resources of Hobe & Lucas, ensuring personalized service and comprehensive solutions for clients across the country.
Education, Certifications & Training
Bachelor of Arts with concentrations in Finance and Accounting – Baldwin Wallace College
Memberships
American Institute of Certified Public Accountants (AICPA)
Ohio Society of CPAs (OSCPA)
BKR International
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.
