Shana began her accounting career over 20 years ago as an auditor at Deloitte & Touche in Cleveland. She enjoyed a few years in a financial planning and analysis role at a high growth home furnishings company, before returning to public accounting in 2012. She is now experienced in auditing, attestation, and accounting in multiple industries, with a focus on companies in the financial services industry as well as employee benefit plan audits.
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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.
