Jim joined Hobe & Lucas in 1991. He is proficient in taxes, mergers and acquisitions, succession planning, and litigation support. He provides personalized services to many privately held and family-owned businesses. Jim is also known as the firm’s “GAAP Guy,” offering expertise on Generally Accepted Accounting Principles (GAAP) to ensure accurate financial reporting. He decided in college that “GAAP Guy” seemed a bit more fun than the chemist he originally thought he wanted to be.
Jim believes the key to success is collaboration and building genuine relationships. At Hobe & Lucas, he enjoys fostering a collaborative culture with everyone he interacts with, promoting teamwork, togetherness, and appreciation for the unique gifts of each individual. This strength in collaboration and respect for individual talent is just one reason for the long-term success of Hobe & Lucas. Beyond building a culture of collaboration, Jim has a knack for teaching and always takes the time to help others—both colleagues and clients—grasp complex concepts. He takes immense pride in treating each client like family, and his greatest professional achievement is the interpersonal relationships he has built with clients over the past thirty years. These meaningful relationships are founded on trust, dependability, and genuine care for others.
Few things in life make Jim as happy as compliance, collaboration, spreadsheets, and balanced books, but his family is certainly one of them. He values time spent with his wife and four adult children, each of whom he is very proud. Jim enjoys exploring the beautiful waters of Ohio and coastal North Carolina with his wife on their jet skis. He is also very active in his community, participating in various skill-based volunteer activities and giving back to causes he cares deeply about.
“I follow three rules: Do the right thing, do the best you can, and always show people you care.” – Lou Holtz
Education and Training
Bachelor of Science of Accountancy – Case Western Reserve University
Certified Public Accountant (CPA)
Chartered Global Management Accountant (CGMA)
Memberships
Appointed to the Accountancy Board of Ohio
Ohio Society of Certified Public Accountants
AICPA—National Peer Review Committee
Society of Financial Service Providers of Cleveland, board of directors
Community Service/Awards and Honors
Strongsville Firefighter of the Year and Police Officer of the Year selection committee
Delta Alpha of Sigma Nu Housing Corporation, treasurer
Delta Alpha/ Delta Zeta of Sigma Nu Hall of Honor
St Joseph Church—Pastoral Parish Council; Stewardship Committee Finance Council
Knight of Columbus–4th Degree
2006-2007 Knight of the Year—Strongsville Knight of Columbus
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.
