The AM&AA maintains an up-to-date directory of individuals who have earned the CM&AA® certification.
To view a certification holder's status, simply enter an individual's first and last name, company, or profession, in the search fields below and a list of matches will be displayed.
| First Name | Last Name | Company | Profession | CM&AA® Issue | CM&AA® Expiry | |
|---|---|---|---|---|---|---|
| Francisco | Uriarte | Connelly Capital Management | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/franciscouriarte/ | May 7, 2010 | April 1, 2026 |
| Brian | Valik | League Advisors | Investment Banker/M&A Intermediary | https://www.linkedin.com/in/brianvalik/ | (not set) | March 1, 2026 |
| Michael | Valucci | Headhouse Capital, LLC | Accountant/CPA | (not set) | December 21, 2020 | December 1, 2025 |
| Matthew | Vance | VergePointe | Financial Advisor | (not set) | June 29, 2007 | May 1, 2025 |
| Donald | VanderZwaag | Skyway Associates LLC | Investment Banker/M&A Intermediary | (not set) | February 22, 2012 | January 1, 2026 |
| Lori | Van Dyke | Riverview Advisory Group | Consultant/Management/Value Growth | (not set) | November 22, 2022 | September 1, 2025 |
| Timothy | Vaughn | Acuity Financial Services Group, LLC | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/timothy-m-vaughn/ | April 25, 2021 | March 1, 2026 |
| Jason | Vetter | Eide Bailly LLP | Other | (not set) | September 17, 2017 | September 1, 2025 |
| Rodrigo | Visbal | Winham Brannon | (not set) | (not set) | October 6, 2024 | August 1, 2025 |
| Paul | Visokey | Stony Hill Advisors | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/paulvisokey/ | December 15, 2020 | December 1, 2025 |
| Paul | Vokaty | Avalon Partners | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/paulvokaty/ | November 12, 2021 | November 1, 2025 |
| Georg | von Greiff | Abalaris Business Ventures | Investment Banker/M&A Intermediary | http://www.linkedin.com/company/abalarisbusinessventures | July 18, 2022 | May 1, 2025 |
| Carl | Von Hake | Rusk O'Brien Gido + Partners | Accountant/CPA | (not set) | January 31, 2020 | September 1, 2025 |
| Patrick | Walsh | Skoda Minotti | Accountant/CPA | http://www.linkedin.com/in/patrickwalsh14/ | September 20, 2019 | August 1, 2025 |
| Todd | Warner | Agribusiness Brokers Inc | Investment Banker/M&A Intermediary | http://agribusinessbrokers.com | January 9, 2006 | August 1, 2025 |
| Brian | Wassell | Trout CPA | Accountant/CPA | http://www.linkedin.com/in/brianwassell/ | October 1, 2013 | January 1, 2026 |
| Adam | Wayne | Neway Consulting Group, LLC | Accountant/CPA | http://www.linkedin.com/in/adam-wayne-cpa-cgma-19b8457/ | March 30, 2022 | January 17, 2026 |
| Christopher | Weaver | Silver Boar Consulting | Accountant/CPA | https://www.linkedin.com/in/christophertweaver | July 10, 2023 | January 1, 2026 |
| Scott | Weavil | Sierra Pacific Partners | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/scottweavil/ | December 3, 2023 | September 1, 2025 |
| Tyson | Weekes | Skinner Clouse Group | Accountant/CPA | http://www.linkedin.com/in/tyson-weekes-msat-cpa-b2183120/ | August 20, 2020 | January 1, 2026 |
| Richard | Weiner | AAFCPAs | Accountant/CPA | http://www.linkedin.com/me | July 5, 2023 | May 1, 2025 |
| Michael | Wellons | Michael Wellons | Corporate Development/M&A | (not set) | January 9, 2006 | October 1, 2025 |
| Christopher | Wells | Victory Financial | Financial Advisor | https://www.linkedin.com/in/cwellstx/ | April 5, 2025 | January 1, 2026 |
| Brian | Wendler | National Transaction Advisors, Inc. | Investment Banker/M&A Intermediary | (not set) | November 14, 2003 | December 1, 2025 |
| Lindsey | Wendler | 414 Capital | Investment Banker/M&A Intermediary | (not set) | October 27, 2017 | September 1, 2025 |
| Nathan | Wentworth | Morrissey Goodale LLC | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/nwentworth/ | August 19, 2020 | June 1, 2025 |
| Tim | Whipple | HUB Commercial (Sunbelt) | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/twhipple/ | April 22, 2023 | February 1, 2026 |
| Ken | Whitley | Ken Whitley | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/kenbwhitley/ | March 3, 2017 | January 1, 2026 |
| Bill | Wiersema | Miller Cooper & Co., Ltd. | Accountant/CPA | http://www.linkedin.com/in/bill-wiersema-0835287 | September 30, 2018 | March 1, 2026 |
| Joseph | Wik | Policastro & Associates, LLC | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/joewik | November 22, 2022 | July 1, 2025 |
| Rick | Wilcox | Point North Advisors, LLC | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/rick-wilcox-713a47149 | March 4, 2016 | February 1, 2026 |
| Michael | Wildeveld | Veld Mergers & Acquisitions | Investment Banker/M&A Intermediary | http://www.linkedin.com/in/michael-wildeveld-83957315/ | August 31, 2020 | February 1, 2026 |
| Jeffrey | Wiley | Intyllus Advisors, LLC | Business Valuator | http://www.linkedin.com/in/jeffrey-wiley-47701512 | November 5, 2013 | October 1, 2025 |
| Kevin | Williams | Cumulus Services LLC | Consultant/Management/Value Growth | http://www.linkedin.com/in/kevindwill/ | April 21, 2023 | February 1, 2026 |
| Nathan | Willis | Transworld Business Advisors of Colorado | Investment Banker/M&A Intermediary | (not set) | November 20, 2023 | October 1, 2025 |
| David Flores | Wilson | Sincerus | Financial Advisor | https://www.linkedin.com/in/david-flores-wilson-cfp%C2%AE-cfa-02b5a/ | (not set) | March 1, 2026 |
| Erica | Wilson | BrightCore | Consultant/Management/Value Growth | (not set) | July 27, 2023 | April 1, 2026 |
| Chris | Wise | Wise Profits | Consultant/Management/Value Growth | https://www.linkedin.com/in/chriswise/ | March 10, 2024 | October 1, 2025 |
| Carrie | Wisniewski | B D Compliance Associates Inc | Consultant/Management/Value Growth | http://www.linkedin.com/in/cwisniewski/ | October 1, 2014 | August 1, 2025 |
| Greg | Wood | Phoenix Exchange Corporation | Consultant/Management/Value Growth | http://www.linkedin.com/in/greg-wood-cepa | April 24, 2015 | May 1, 2025 |
| Chelsea | Wood | Acquisition Lab | Consultant/Management/Value Growth | http://www.linkedin.com/in/chelsea-wood-9708bb4 | March 4, 2016 | March 1, 2026 |
| John | Woodhull | Transworld Business Advisors | (not set) | (not set) | September 24, 2024 | September 1, 2025 |
| Daniel | Yoo | PBMares | Financial Advisor | http://www.linkedin.com/in/danielhyoo/ | December 12, 2022 | October 1, 2025 |
| Keith | Young | Sunbelt Business Brokers | Investment Banker/M&A Intermediary | https://www.linkedin.com/in/kyoung1/ | (not set) | March 1, 2026 |
| Steven | Young | UBS Financial Services Inc. | Financial Advisor | http://www.linkedin.com/in/stevenyoungubs | April 2, 2023 | February 1, 2026 |
| Tim | Yu | CKP | (not set) | (not set) | (not set) | February 1, 2026 |
| Trae | Zablan | BMSS, LLC | Accountant/CPA | https://www.linkedin.com/in/trae-zablan-cpa-cmaa-cgma-0b479449/ | July 18, 2022 | March 1, 2026 |
| Priscilla | Zambrano | Vector Advisory Services LLC | Consultant/Management/Value Growth | (not set) | (not set) | October 1, 2025 |
| Andrew | Zezas | Real Estate Strategies Corporation | Consultant/Management/Value Growth | http://www.linkedin.com/in/andrewzezas/ | December 2, 2023 | June 1, 2025 |
| Scott | Zickefoose | Keiter CPA | Accountant/CPA | (not set) | November 5, 2013 | September 1, 2025 |
Questions related to the CM&AA® Directory should be directed to the AM&AA at
info@amaaonline.com or 312-856-9590.