Dave and high school classmate Jerry Lucas founded Hobe & Lucas in 1978 when he realized his skill set was in public accounting. Since then, he has devoted himself to the firm and its clients. While servicing a broad range of entities, he has specialized in the health care and manufacturing industries. Dave started his first business in grade school with a retail fruit stand on Route 82 in Strongsville, Ohio, which is where he grew up. He learned early in his life about providing outstanding customer service. He was the number one caddy at Columbia Hills Country Club by the time he graduated from St. Ignatius High School. He interrupted his college career for military service, later working as a cost accountant for a steel mill and as an office auditor for the Internal Revenue Service. Wanting to experience public accounting, he spent four years at Arthur Andersen and Co.
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Jerry has transitioned into a new role with Hobe & Lucas 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. Special areas of concentration included strategic planning for contractors, non-profit organizations, emerging entities and publicly traded companies. Jerry also had extensive experience in mergers and acquisitions, succession planning and estate planning.
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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.
