Leadership Overview
HBK has 6 executives leading key functions including strategy, information technology, marketing, quality assurance, operations, and human resources.
Driven by a commitment to integrity and excellence, HBK provides integrated financial services, leveraging collective intelligence to address complex client challenges with precision and insight.
Driven by a commitment to integrity and excellence, HBK provides integrated financial services, leveraging collective intelligence to address complex client challenges with precision and insight.
Leadership Roles at HBK
Keary Foster - Chief Executive Officer
Keary Foster, the Chief Executive Officer at HBK, directs the firm's overall strategic vision and operational execution. Foster guides the company's expansion across its multidisciplinary financial services, ensuring alignment with the core mission of delivering comprehensive and personalized client solutions. This leadership involves fostering a culture of collaboration and excellence among professionals, driving the integration of expertise in tax, accounting, audit, business advisory, valuation, financial planning, and wealth management. By championing innovation and client-centricity, Keary Foster ensures HBK maintains its position as a trusted advisor, adept at navigating complex financial landscapes and delivering exceptional results. The Chief Executive Officer's purview encompasses setting the direction for market penetration and service development, directly impacting the firm's growth and reputation.
Phillip Wilson - Cpa QC Assurance -Emeritus Principal & Chief Operating Officer
Phillip Wilson, the Cpa QC Assurance -Emeritus Principal & Chief Operating Officer at HBK, ensures the highest standards of quality assurance and operational integrity across the firm. Wilson oversees the critical functions related to accounting, audit, and tax services, maintaining rigorous adherence to regulatory requirements and best practices. This dual role emphasizes both the technical precision demanded by quality control and the strategic oversight necessary for efficient operations. By championing a culture of meticulousness and continuous improvement, Phillip Wilson reinforces HBKs commitment to delivering exceptional, reliable financial solutions. The Chief Operating Officer's focus on operational excellence directly supports the firm's multidisciplinary approach and its dedication to client success.

Jeremy Hartzell - Chief Operating Officer & General Counsel
Jeremy Hartzell, the Chief Operating Officer & General Counsel at HBK, provides strategic leadership for both operational efficiency and legal compliance. Hartzell oversees the firm's day-to-day operations, ensuring seamless service delivery across all HBK's financial disciplines, while also managing the legal framework that governs the company's activities. This integral role ensures that HBK's pursuit of comprehensive client solutions is conducted with robust governance and adherence to all applicable laws and regulations. By integrating legal acumen with operational oversight, Jeremy Hartzell safeguards the firm's interests and enhances its capacity to provide trusted advisory services. The Chief Operating Officer & General Counsel's leadership is vital for maintaining the firm's integrity and operational excellence.
Jack Walston - Chief Information Officer
Jack Walston, the Chief Information Officer at HBK, architects the firm's technology infrastructure and digital strategy. Walston oversees the implementation and management of advanced IT systems that support HBK's multidisciplinary financial services, ensuring seamless integration and data security across all departments. This role is critical in leveraging technology to enhance operational efficiency, client service delivery, and the collective intelligence of the firm's professionals. By driving digital transformation initiatives, Jack Walston ensures HBK remains at the forefront of technological innovation within the accounting and financial services sector. The Chief Information Officer's responsibilities include safeguarding sensitive client data and optimizing the technological tools that enable precision and insight in every engagement, thereby supporting the firm's commitment to excellence.
Sarah Cirelli - Chief Marketing Officer
Sarah Cirelli, the Chief Marketing Officer at HBK, shapes and executes the firm's comprehensive marketing and brand strategy. Cirelli drives initiatives to enhance HBK's market presence and communicate the value of its integrated financial services, including tax, accounting, audit, and wealth management. This leadership position focuses on articulating the firm's commitment to personalized solutions and leveraging collective expertise to reach a broader client base. By developing targeted campaigns and strengthening client relationships, Sarah Cirelli ensures HBK's message of integrity, collaboration, and excellence resonates across all communication channels. The Chief Marketing Officer's strategic direction supports the firm's growth objectives and reinforces its reputation as a leading multidisciplinary financial services provider.
Linda Evans - Chief Human Resource Officer
Linda Evans, the Chief Human Resource Officer at HBK, directs the firm's talent management and organizational development strategies. Evans focuses on cultivating a collaborative and high-performing work environment that supports HBK's multidisciplinary financial services professionals. This leadership role is essential for attracting, retaining, and developing the skilled individuals who drive the firm's commitment to delivering comprehensive and personalized client solutions. By fostering a culture aligned with HBK's core values of integrity, collaboration, and excellence, Linda Evans ensures the firm has the human capital necessary to achieve its strategic objectives. The Chief Human Resource Officer's initiatives are critical to maintaining the collective intelligence and professional expertise that define HBK.
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