Kaylee Simerson

Manager
231 935 3006
ksimerson@adamyvaluation.com

Kaylee Simerson manages the Traverse City office for Adamy Valuation. She provides clients with valuation and financial advisory services in connection with employee stock ownership plans, mergers and acquisitions, management succession planning, corporate strategic planning, and other financial transactions.

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 received a BBA in Finance and Accounting from Grand Valley State University. While attending GVSU, she was a member of Beta Alpha Psi. Kaylee is currently working towards receiving her CVA accreditation and serves on the Board of Directors for Child and Family Services of Northwest Michigan. Kaylee is also a member of the Traverse City Chamber of Commerce.

 

Education

  • BBA, Grand Valley State University