Luke joined Adamy Valuation in 2020 and works as an Analyst. His primary responsibilities include providing clients with valuation and financial advisory services in connection with estate and gift tax reporting, management succession planning, corporate strategic planning, employee stock ownership plans, economic damages, and other financial transactions.
Prior to joining Adamy, Luke lived in Costa Rica for a year, working in the areas of economic inclusion for refugees and community development. Before Costa Rica, Luke worked as a Senior Commercial Credit Analyst at a Michigan-based bank. In this role, he was responsible for assessing credit risk through the underwriting of commercial loan requests.
Core Value– While I strongly believe in all five of our values, Accountable to the Team is the one I appreciate most at Adamy. Everyone supports each other and is invested in the success of all, pushing each other to provide great service to the client.
EDUCATION
- BA in Finance – Calvin College
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