HBK Executive and Leadership Team

Keary Foster, the Chief Executive Officer at HBK, directs the firm's overarching strategy and vision. Foster guides the multidisciplinary financial services firm, ensuring its comprehensive and personalized solutions across tax, accounting, audit, business advisory, valuation, financial planning, and wealth management remain at the forefront of the industry. This leadership involves fostering a culture of collaboration and excellence, aligning departmental objectives with the firm's core values of integrity and precision. By overseeing the strategic direction, Keary Foster ensures HBK consistently delivers exceptional results and maintains its position as a trusted advisor. The Chief Executive Officer's role is critical in navigating market dynamics and driving sustainable growth for the firm and its diverse client base. Foster's strategic initiatives are designed to enhance the integrated suite of professional services offered, solidifying HBK's market impact.

Leannah Hostetler, the Chief Financial Officer at HBK, manages the firm's financial health and strategic fiscal planning. Hostetler oversees all financial operations, including budgeting, forecasting, and financial reporting, ensuring the firm's resources are optimally allocated to support its multidisciplinary financial services. This leadership position is vital for maintaining the integrity and precision of HBK's operations across tax, accounting, audit, business advisory, valuation, financial planning, and wealth management. By providing critical financial insights, Leannah Hostetler supports executive decision-making and drives profitability. The Chief Financial Officer's role ensures compliance with financial regulations and enhances the firm's ability to deliver exceptional results. Hostetler's stewardship of financial resources underpins the firm's commitment to excellence and its capacity for sustained growth within the competitive business services landscape.

Phillip Wilson, the Cpa QC Assurance -Emeritus Principal & Chief Operating Officer at HBK, oversees the firm's quality assurance protocols and operational efficiency. Wilson ensures that all services, spanning tax, accounting, audit, business advisory, valuation, financial planning, and wealth management, adhere to the highest standards of precision and integrity. This dual role involves maintaining rigorous quality control measures while optimizing the firm's internal operations to support its multidisciplinary approach. Phillip Wilson's deep expertise in accounting and assurance is fundamental to upholding HBK's reputation for delivering exceptional results. The Chief Operating Officer's focus on operational excellence drives collaboration and enhances the collective intelligence of the firm's professionals, ensuring a seamless client experience across all service lines.

Jeremy Hartzell, the Chief Operating Officer & General Counsel at HBK, manages the firm's operational framework and legal affairs. Hartzell ensures that HBK's comprehensive financial services, including tax, accounting, audit, business advisory, valuation, financial planning, and wealth management, are delivered with precision and in full compliance with regulatory requirements. This leadership position is critical for maintaining operational integrity and mitigating legal risks across the firm's extensive service offerings. Jeremy Hartzell's oversight supports the firm's commitment to collaboration and excellence, fostering an environment where professionals can effectively address complex client needs. The Chief Operating Officer & General Counsel's strategic guidance is instrumental in driving operational efficiency and upholding the firm's core values.

Sarah Cirelli, the Chief Marketing Officer at HBK, architects and executes the firm's comprehensive marketing and brand strategy. Cirelli drives initiatives that communicate HBK's multidisciplinary financial services, emphasizing its expertise in tax, accounting, audit, business advisory, valuation, financial planning, and wealth management. This role involves translating the firm's value proposition into compelling campaigns that resonate with a broad spectrum of client needs. Overseeing all marketing channels, Sarah Cirelli ensures consistent brand messaging and enhances market presence across all service lines. The Chief Marketing Officer's efforts are crucial in highlighting the firm's commitment to integrity, collaboration, and excellence, thereby attracting new clients and strengthening relationships with existing ones. Cirelli's strategic vision supports the firm's growth objectives by showcasing the integrated suite of professional services and the collective intelligence of HBK's professionals.

Jack Walston, the Chief Information Officer at HBK, directs the firm's technology strategy and infrastructure. Walston oversees the implementation and management of IT systems that support HBK's comprehensive financial services, including tax, accounting, audit, business advisory, valuation, financial planning, and wealth management. This role is essential for ensuring the security, efficiency, and scalability of the firm's technological resources, enabling seamless collaboration among professionals. Jack Walston's leadership ensures that HBK leverages cutting-edge technology to enhance service delivery and maintain a competitive edge. The Chief Information Officer's focus on innovation supports the firm's commitment to precision and delivering exceptional results. Walston's strategic technology investments are critical for the firm's operational effectiveness and its ability to adapt to evolving industry demands.

Linda Evans, the Chief Human Resource Officer at HBK, leads the firm's talent management and organizational development strategies. Evans oversees initiatives focused on attracting, retaining, and developing the skilled professionals who deliver HBK's multidisciplinary financial services, encompassing tax, accounting, audit, business advisory, valuation, financial planning, and wealth management. This role is pivotal in cultivating a collaborative and high-performing culture that aligns with the firm's core values of integrity and excellence. Linda Evans ensures that human resource policies support the firm's operational objectives and enhance employee engagement, thereby contributing to the delivery of exceptional client results. The Chief Human Resource Officer's strategic approach to talent is fundamental to HBK's sustained growth and its ability to leverage collective intelligence.