Jake Helwick is a Senior Manager with Adamy Valuation. He specializes in valuation and 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 several former roles at Adamy.
Previously, Jake also 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.
Jake is a graduate of Grand Valley State University (GVSU) where he received a degree in accounting and finance. He also serves as 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.
Jake is an outdoor enthusiast who spends significant time on the water and in the woods. 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 Retrievers, Remi and Winnie.