Michael Shook

Michael is Assistant Operations Specialist at AAF Wealth Management, where he supports smooth, efficient financial operations. His responsibilities include daily transaction execution, account maintenance, and internal process oversight—enabling advisors to focus on holistic, personal financial planning.

With a strong focus on accuracy and compliance, Michael plays a key role in transaction processing, portfolio updates, and regulatory adherence. He facilitates asset transfers, account rebalancing, and documentation management while assisting with audits, internal checks, and record keeping to maintain alignment with industry regulations (SEC). He also contributes to reporting and portfolio summaries that help advisors deliver clear, data-driven financial insights.

Michael collaborates with AAFCPAs’ tax professionals to integrate tax considerations into wealth strategies. He works closely with the advisory team to align financial planning with broader client goals, streamlining workflows and improving efficiency.

Michael has held sales, service, and leadership roles in the wealth management field, bringing experience across client service, investment operations, and financial planning. He earned a B.S. in Business Administration with concentrations in finance and management from the University at Albany. Outside of work, Michael enjoys hiking, fishing, and staying active. He is also a past volunteer with Big Brother Big Sister of New Hampshire, where he dedicated time to mentorship and community engagement.

“My goal is to manage the operational side, making sure everything runs smoothly so our advisors can focus on supporting our clients’ financial success.”