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Jerry has transitioned into a new role at Hobe & Lucas, relinquishing his responsibilities for the day-to-day financial management of the firm. He continues to be actively employed as an adviser to the firm and its clients. He serves both individual and business clients, providing advice and assistance with business, finance and operational needs. Jerry provides traditional tax and accounting services that include tax research and planning, audits, reviews and compilations. Special areas of concentration include strategic planning for contractors, non-profit organizations, emerging entities and publicly traded companies. Jerry also has extensive experience in mergers and acquisitions, succession planning and estate planning.
Bachelor of Science in Accounting, John Carroll University