Jake Helwick is a Manager with Adamy Valuation. He specializes in valuation and financial advisory services relating to estate and gift tax reporting; equity incentive plans, including employee stock ownership plans; financial reporting; economic damages; business interruption; transaction opinions; succession planning; corporate strategic planning; and other unnoted litigious matters across a multitude of industries. His valuation 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 is wrapping up his pursuit of the Accredited Senior Appraiser (ASA) credential and remains involved in the communities in which he serves. Jake is a mentor to students in the Seidman College of Business at GVSU, and holds voluntary positions as a board member and the ACG Cup Committee Chair of the Association for Corporate Growth – Western Michigan Chapter.