Kaylee Simerson leads the Northern Michigan region for Adamy Valuation as well as serves clients across the state. She provides clients with valuation and financial advisory services in connection with mergers and acquisitions, management succession planning, corporate strategic planning, employee stock ownership plans, gift and estate, charitable gifting, and other financial transactions. Kaylee is also experienced with litigated matters for marital dissolution involving business valuation, determination of income for support, marital balance sheet preparation, and pension valuations. Kaylee has expert witness and testimony experience.
In addition to Kaylee’s professional service role, she is part of the firm’s leadership team. In her role as Director of Talent Development, Kaylee leads and develops the firm’s team of analyst with a strategic focus on overall people strategy, learning and development, and short and long term talent initiatives to support the future growth of the firm.
Prior to joining the firm, Kaylee worked for the largest Michigan-based bank as a Commercial Credit Department Manager. Her background includes nearly a decade of experience in financial analysis, credit administration, and project management. In conjunction with managing two regional credit departments, Kaylee served on several corporate wide project committees and M&A transition teams.
Kaylee holds a BBA in Finance and Accounting from Grand Valley State University and carries the Certified Valuation Analyst (CVA) designation from the National Association of Certified Valuators and Analysts (NACVA). Kaylee serves on the Board of Directors and the Finance Committee for Child and Family Services of Northwest Michigan and the CIRC (Community Investment Review Committee) for Impact 100 Traverse City. Kaylee is also a member of the Traverse City Chamber of Commerce/Traverse Connect, Traverse City Economic Club, Kiwanis Club of Traverse City, and NACVA. Kaylee is a graduate of Leadership Grand Traverse presented by Traverse Connect.
When Kaylee is not in the office, she enjoys spending time with family and friends enjoying all the lovely amenities Northern Michigan has to offer. Kaylee and her husband, Pete, have three young kids. As a family, they love to hike, golf, fish, and try out the local shops and eateries. If the Simerson family is not out venturing, they are likely doing home improvement projects or spending time outside 4-wheeler riding or exploring the woods on their acreage. Outside of her career and being a mom, one of Kaylee’s main passions is fitness. She loves working out, running, biking, and all things active.
- BBA, Grand Valley State University
- Accredited in Business Valuation (ABV)
- Certified Valuation Analyst (CVA)