Provide white-glove IT support for onsite and remote employees, manage tickets, provision and maintain devices, administer user accounts and permissions, support Microsoft 365/AD/Intune and phone systems, assist with Windows Server maintenance, manage assets, document procedures, use AI/LLM tools to improve workflows, and participate in technology projects and vendor coordination.

Assume an established book of business through a planned succession, provide comprehensive financial planning and investment management for high-net-worth clients, collaborate with internal specialists, drive organic growth and referrals, and maintain fiduciary, compliance, and client service standards.