Leadership Overview
HBK has 6 executives leading key functions including strategy, marketing, technology, operations, assurance, and human resources.
Driven by a commitment to multidisciplinary excellence, HBK delivers integrated financial solutions through a collaborative culture that prioritizes integrity and precision in every client engagement across the United States.
Driven by a commitment to multidisciplinary excellence, HBK delivers integrated financial solutions through a collaborative culture that prioritizes integrity and precision in every client engagement across the United States.
Leadership Roles at HBK
Keary Foster - Chief Executive Officer
Keary Foster, the Chief Executive Officer at HBK, directs the overarching strategic vision and long-term growth initiatives for the firm. By aligning multidisciplinary service lines such as tax, audit, and wealth management, the Chief Executive Officer ensures consistent delivery of high-value financial solutions. Foster maintains rigorous oversight of firm-wide performance metrics while fostering a culture of professional excellence and integrity. This leadership role involves constant engagement with the Board to refine market positioning and expand the firm's footprint across diverse regional markets. Through the integration of collective intelligence, Keary Foster drives the firm toward sustainable success and operational efficiency. The Chief Executive Officer monitors evolving industry trends to maintain a competitive edge, ensuring that every client engagement reflects the firm's core values. Ultimately, Foster secures the firm's reputation as a premier provider of comprehensive business advisory services.
Jeremy Hartzell - Chief Operating Officer & General Counsel
Jeremy Hartzell, the Chief Operating Officer & General Counsel at HBK, manages the firm's internal operational workflows and legal compliance frameworks. Overseeing the intersection of business advisory processes and regulatory requirements, the Chief Operating Officer & General Counsel ensures that all firm activities adhere to the highest standards of professional conduct. Hartzell coordinates cross-departmental initiatives to streamline service delivery and improve internal productivity. This leadership role involves mitigating legal risks while supporting the firm's expansion into new service areas. By balancing operational efficiency with strict legal oversight, Jeremy Hartzell maintains the firm's foundation of integrity and excellence. The Chief Operating Officer & General Counsel works closely with other executives to implement practical solutions for complex business challenges. Through meticulous management of internal policies, Hartzell ensures that the firm operates with precision and remains fully aligned with its core mission.
Phillip Wilson - Cpa QC Assurance -Emeritus Principal & Chief Operating Officer
Phillip Wilson, the Cpa QC Assurance -Emeritus Principal & Chief Operating Officer at HBK, oversees the quality control standards and assurance protocols that define the firm's audit and accounting practices. Focusing on technical excellence, the Cpa QC Assurance -Emeritus Principal & Chief Operating Officer ensures that every engagement meets rigorous professional benchmarks. Wilson manages the internal review processes that maintain the firm's reputation for accuracy and insight. This leadership role involves mentoring professional staff and upholding the firm's commitment to excellence in financial reporting. By refining assurance methodologies, Phillip Wilson supports the delivery of reliable and practical solutions for complex client needs. The Cpa QC Assurance -Emeritus Principal & Chief Operating Officer collaborates with other leaders to ensure that quality remains the cornerstone of all service lines. Through consistent oversight, Wilson guarantees that the firm's audit work reflects the highest level of professional integrity.

Sarah Cirelli - Chief Marketing Officer
Sarah Cirelli, the Chief Marketing Officer at HBK, architects the brand identity and market outreach strategies for the firm. Overseeing all communication channels, the Chief Marketing Officer ensures that the multidisciplinary expertise in accounting and financial planning reaches target audiences with clarity and impact. Cirelli manages the development of digital campaigns and client-facing materials that highlight the firm's integrated service suite. This leadership role requires close collaboration with service line leaders to translate complex financial offerings into accessible value propositions for diverse client segments. By optimizing brand visibility across North American markets, Sarah Cirelli strengthens the firm's market position and drives business development efforts. The Chief Marketing Officer continuously evaluates market feedback to refine messaging, ensuring that the firm's commitment to excellence remains central to all external communications. Cirelli maintains a focus on growth through strategic brand positioning.
Jack Walston - Chief Information Officer
Jack Walston, the Chief Information Officer at HBK, directs the technological infrastructure and digital transformation initiatives necessary for modern financial services. Overseeing the security and scalability of data systems, the Chief Information Officer ensures that all accounting, audit, and advisory teams possess the tools required for precise client work. Walston manages the integration of innovative software solutions that support the firm's multidisciplinary approach to complex financial challenges. This leadership role involves protecting sensitive client information while enabling seamless collaboration across regional offices. By modernizing the firm's digital architecture, Jack Walston enhances operational efficiency and supports the delivery of exceptional results. The Chief Information Officer monitors emerging cybersecurity threats to maintain the integrity of the firm's data assets. Through strategic technology investments, Walston ensures that the firm remains at the forefront of digital capability within the professional services industry.
Linda Evans - Chief Human Resource Officer
Linda Evans, the Chief Human Resource Officer at HBK, directs the talent acquisition, development, and retention strategies that sustain the firm's multidisciplinary workforce. Overseeing the cultivation of a collaborative environment, the Chief Human Resource Officer ensures that the firm attracts professionals who embody the values of integrity and excellence. Evans manages the implementation of training programs that foster knowledge sharing across disciplines, enabling teams to address complex financial challenges effectively. This leadership role involves designing compensation and benefits structures that support the firm's growth and employee satisfaction. By prioritizing human capital, Linda Evans strengthens the firm's ability to deliver exceptional results to clients. The Chief Human Resource Officer monitors organizational culture to ensure alignment with the firm's long-term strategic goals. Through proactive talent management, Evans secures the firm's position as a top employer within the professional services sector.
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