Jake Helwick is a Manager with Adamy Valuation. He specializes in valuation and financial advisory services relating to employee stock ownership plans; financial reporting; estate and gift tax reporting; economic damages; shareholder buyouts; management succession planning; corporate strategic planning; and other financial transactions across a breadth of industries. His background stems from former roles in an Analyst and a Senior Analyst capacity.

Prior to joining Adamy, Jake worked for a large Michigan-based bank as a Commercial Credit Analyst in a multi-year leadership development program. In this position, he was tasked with assessing credit risk and underwriting loans for real estate, commercial, and industrial purposes. He also previously served as a risk management intern for a well-known, global chemical company, and spent two years living abroad in Tokyo, Japan.

Jake is a graduate of Grand Valley State University (GVSU) where he received a degree in accounting and finance. He was an active member of the Seidman Investment Portfolio Organization; the Vice President of a competitive club sport; a co-facilitator of a leadership program for first-year and transfer students; and one of ten pre-selected students to manage an equity and fixed income portfolio over the course of his senior year.

Currently, Jake is pursuing the Accredited Senior Appraiser (ASA) credential. He remains an active participant in the Grand Rapids community, serving as a mentor to students in the Seidman College of Business at GVSU and as co-chair of the Valuation Seminar for the Association for Corporate Growth – Western Michigan Chapter.

Jake is an outdoor enthusiast who spends significant time on the water and in the woods. Unsurprisingly, country is his preferred genre of music. When he is not fishing, hunting, or boating, chances are a home improvement project awaits. As a Michigan native, Jake enjoys traveling to scenic locations with his wife, Lexi, and Golden Retriever, Remi. He is one of our resident extroverts who is energized by conversation with new and familiar faces, so be sure to say hello.

Core Value Jake’s favorite Adamy Value is being Accountable to the Team. Having accountability creates a fluid process both internally and externally, which thereby enables us to meet deadlines, create balance, achieve objectives, and provide a pleasant experience for all involved.

EDUCATION

• BBA, Grand Valley State University

DESIGNATIONS

• Actively pursuing the Accredited Senior Appraiser (ASA) credential

MEMBERSHIPS

• Association for Corporate Growth (ACG), Western Michigan Chapter
• The ESOP Association