Leadership Overview
HBK has 7 executives leading key functions including strategy, finance, information technology, marketing, quality assurance, operations, and human resources.
Driven by a commitment to client success, HBK provides integrated financial services, leveraging collective expertise to deliver exceptional results and foster a culture of integrity and collaboration.
Driven by a commitment to client success, HBK provides integrated financial services, leveraging collective expertise to deliver exceptional results and foster a culture of integrity and collaboration.
Leadership Roles at HBK
Thomas Milburn - Chief Executive Officer
Thomas Milburn, the Chief Executive Officer at HBK, directs the firm's overarching strategy and vision. Milburn guides the integration of HBK's multidisciplinary financial services, ensuring a cohesive approach to tax, accounting, audit, business advisory, valuation, financial planning, and wealth management. Overseeing the strategic alignment of all departments, Thomas Milburn ensures that the firm consistently delivers comprehensive and personalized solutions to a diverse client base. This leadership role involves fostering innovation and maintaining the highest standards of professional excellence across the organization. Milburn's strategic direction is crucial for expanding market reach and reinforcing HBK's position as a trusted financial partner. The Chief Executive Officer's focus remains on driving sustainable growth and enhancing client value through expert guidance and integrated service offerings.
Leannah Hostetler - Chief Financial Officer
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 resource allocation, ensuring robust financial stability and compliance. This role is critical in supporting HBK's multidisciplinary financial services by providing the financial framework for growth and operational efficiency. Leannah Hostetler works closely with other executive leaders to align financial strategies with the firm's overall business objectives, particularly in areas like tax, accounting, and wealth management. The Chief Financial Officer's responsibilities extend to optimizing financial performance and identifying opportunities for investment and expansion. By maintaining rigorous financial oversight, Hostetler ensures the firm's capacity to deliver exceptional client results and sustain its market leadership.
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 efficiency across the firm. Wilson oversees the implementation of rigorous quality control measures within accounting, audit, and tax services, upholding HBK's commitment to precision and integrity. This dual role involves managing the operational framework that supports the delivery of comprehensive financial solutions to clients. Phillip Wilson's leadership in quality assurance is critical for maintaining regulatory compliance and client trust. The Chief Operating Officer's focus also includes optimizing internal processes and resource management to enhance service delivery. By championing excellence in QC assurance and operations, Wilson directly contributes to HBK's reputation for delivering exceptional results.
Jeremy Hartzell - Chief Operating Officer & General Counsel
Jeremy Hartzell, the Chief Operating Officer & General Counsel at HBK, provides strategic oversight for the firm's operational functions and legal affairs. Hartzell manages the execution of business strategies, ensuring operational alignment with HBK's comprehensive financial services offerings, including tax, accounting, and advisory. This critical role involves navigating complex legal landscapes and optimizing operational workflows to enhance efficiency and client satisfaction. Jeremy Hartzell's responsibilities as General Counsel ensure compliance with all relevant regulations and mitigate legal risks across the organization. The Chief Operating Officer's focus extends to driving operational improvements and fostering a culture of collaboration. By integrating legal expertise with operational management, Hartzell supports HBK's commitment to integrity and delivering exceptional client outcomes.
Jack Walston - Chief Information Officer
Jack Walston, the Chief Information Officer at HBK, architects the firm's technology strategy and digital infrastructure. Walston oversees the implementation and management of IT systems that support HBK's comprehensive financial services, including accounting, tax, and advisory platforms. This leadership position is vital for ensuring data security, operational efficiency, and the seamless integration of technology across all departments. Jack Walston drives innovation in digital solutions, enhancing client service delivery and internal collaboration. The Chief Information Officer's focus includes leveraging technology to streamline processes, improve data analytics capabilities, and maintain a competitive edge in the business services sector. By ensuring robust and scalable IT operations, Walston supports HBK's commitment to precision and insight in every client engagement.
Michael Baldovski - Chief Marketing Officer
Michael Baldovski, the Chief Marketing Officer at HBK, directs the firm's brand strategy and market outreach initiatives. Baldovski oversees the development and execution of marketing campaigns that highlight HBK's multidisciplinary financial services, including tax, accounting, and wealth management expertise. This role is essential for communicating the firm's value proposition and expanding its client base across various industries. Michael Baldovski works to enhance HBK's market presence through digital marketing, content strategy, and public relations efforts. The Chief Marketing Officer's responsibilities include analyzing market trends and identifying opportunities to position HBK as a leader in financial services. By driving effective marketing strategies, Baldovski supports the firm's growth objectives and reinforces its reputation for integrity and excellence.
Linda Evans - Chief Human Resource Officer
Linda Evans, the Chief Human Resource Officer at HBK, leads the firm's talent management and organizational development strategies. Evans oversees all aspects of human resources, including recruitment, employee relations, compensation, and benefits, ensuring a supportive and high-performing work environment. This role is vital for attracting and retaining top talent across HBK's multidisciplinary financial services teams. Linda Evans focuses on cultivating a culture that embodies the firm's values of integrity, collaboration, and excellence. The Chief Human Resource Officer's responsibilities include developing programs that foster professional growth and align employee efforts with the company's strategic objectives. By championing human capital initiatives, Evans ensures HBK has the skilled professionals necessary to deliver comprehensive and personalized client solutions.
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