Patty joined Hobe & Lucas in 2017 bringing the firm her highly accomplished office management expertise of 25+ years. As the Firm Administrator, her position encompasses a wide range of activities with involvement in personnel, finances, facilities, and all other phases of administration. In this role, Patty is responsible for planning, organizing and controlling the day-to day operations of the Firm while reporting and assisting the managing Shareholders and Directors. She is a meticulous, efficient and knowledgeable bookkeeper handling AR, AP, payroll, and so much more.
Education, Certifications & Training
Bachelor of Science in Business Administration, minor in Paralegal Education, David N Meyers College of Business
Hobbies
Yoga, walking and reading
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.
