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 | CM&AA® Issue | CM&AA® Expiry | |
|---|---|---|---|---|---|
| Xavier | Staggs | The Raivax Group | https://www.linkedin.com/in/xavierstaggs/ | June 9, 2024 | February 1, 2026 |
| Brian | Steffens | Caber Hill Advisors | (not set) | February 22, 2012 | February 1, 2026 |
| Michael | Still | B2B CFO | (not set) | May 16, 2023 | March 1, 2026 |
| Mike | St Martin | Ankura | (not set) | September 11, 2003 | January 1, 2026 |
| Kirk | Stovesand | Platform Wealth Advisors | (not set) | December 20, 2004 | January 1, 2026 |
| Richard | Strautman | Stony Hill Advisors | http://www.linkedin.com/in/richard-strautman-5886154 | April 2, 2023 | February 1, 2026 |
| Stephanie | Studt | Blue River Financial Group, Inc. | (not set) | May 28, 2024 | March 1, 2026 |
| Patrick | Sullivan | Connecticut Wealth Management, LLC | (not set) | April 23, 2023 | February 1, 2026 |
| Rebecka | Talley | Springer, Lawson & Associates | (not set) | November 16, 2023 | August 1, 2026 |
| David | Talley | Riverview Capital Advisors | (not set) | December 19, 2006 | February 1, 2026 |
| Josh | Teeters | Waterloo Capital | https://www.linkedin.com/in/josh-teeters-02474a5/ | November 18, 2025 | November 18, 2026 |
| Yatin | Thakore | TechnologyPark.com | http://www.linkedin.com/in/ythakore/ | August 29, 2020 | June 1, 2026 |
| Rick | Thomas | First Generation Advisors | http://www.linkedin.com/in/richardpiercethomas | April 20, 2023 | September 1, 2025 |
| Latta | Thomas | Evexia Enterprises LLC | (not set) | June 7, 2022 | January 1, 2026 |
| Kristen | Thompson | Thompson Advisory Group | (not set) | (not set) | November 1, 2025 |
| William | Thomson | Milestone Financial Engineers, LLC | http://www.linkedin.com/in/bj-thomson-36762026/ | May 7, 2023 | March 1, 2026 |
| Benjamen | Tobin | Silverman Schermer, PLLC | https://www.linkedin.com/in/benjamen-tobin-esq-63590b85/ | (not set) | January 1, 2026 |
| Andrew | Tomat | Four Pillars, Inc. | http://www.linkedin.com/in/andytomat/ | October 27, 2017 | September 1, 2025 |
| Mike | Trabert | Marcum LLP | (not set) | May 22, 2014 | February 1, 2026 |
| Jessica | Trombley | Blue River Financial Group, Inc. | https://www.linkedin.com/in/jessica-trombley-004468237/ | November 14, 2025 | November 14, 2026 |
| Nicholas | Troyano | TaxAlpha Companies | https://www.linkedin.com/in/nicholas-troyano-cepa%C2%AE-850b80163/ | (not set) | October 1, 2025 |
| David Estuardo | Trujillo | Sunbelt Business Advisors | https://www.linkedin.com/in/estuardo-trujillo-99121417 | July 18, 2022 | April 1, 2026 |
| Tatiana | Tsoir | Linza Advisors Inc. | http://www.linkedin.com/in/tatiana-tsoir/ | December 3, 2023 | October 1, 2025 |
| Samuel | Tsui | Actual Consulting Limited | (not set) | December 22, 2022 | September 1, 2025 |
| Jack | Turgeon | Vertess | (not set) | March 16, 2025 | March 16, 2026 |
| Glenn | Turner | Envision GovCon Solutions | https://www.linkedin.com/in/glenn-turner-9757027/ | (not set) | September 1, 2025 |
| Lori | Turner-Wilson | RedRover Sales & Marketing Strategy | http://www.linkedin.com/in/redrover/ | August 22, 2020 | June 1, 2026 |
| Janet | Tyler | TobinLeff | https://www.linkedin.com/in/janettyler/ | September 21, 2024 | January 1, 2026 |
| Mark | Underhill | BMSS, LLC | http://www.linkedin.com/in/mark-underhill-cpa-94156918 | September 22, 2019 | August 1, 2026 |
| Francisco | Uriarte | Connelly Capital Management | http://www.linkedin.com/in/franciscouriarte/ | May 7, 2010 | April 1, 2026 |
| Angela | Uttaro | Uttaro Consulting | http://www.Linkedin.com/in/angela-uttaro | April 28, 2021 | April 1, 2026 |
| Michael | Vaccarella | Wipfli LLP | http://www.linkedin.com/in/michael-l-vaccarella | May 6, 2016 | May 1, 2026 |
| Brian | Valik | League Advisors | https://www.linkedin.com/in/brianvalik/ | (not set) | March 1, 2026 |
| Michael | Valucci | Headhouse Capital, LLC | (not set) | December 21, 2020 | December 1, 2025 |
| Matthew | Vance | VergePointe | (not set) | June 29, 2007 | May 1, 2026 |
| Donald | VanderZwaag | Skyway Associates LLC | (not set) | February 22, 2012 | January 1, 2026 |
| Lori | Van Dyke | Riverview Advisory Group | (not set) | November 22, 2022 | September 1, 2025 |
| Timothy | Vaughn | Acuity Financial Services Group, LLC | http://www.linkedin.com/in/timothy-m-vaughn/ | April 25, 2021 | March 1, 2026 |
| William | Ventura | Resonance Partners | https://www.linkedin.com/in/william-s-ventura/ | September 18, 2025 | September 18, 2026 |
| Jason | Vetter | Eide Bailly LLP | (not set) | September 17, 2017 | September 1, 2025 |
| Paul | Visokey | Stony Hill Advisors | http://www.linkedin.com/in/paulvisokey/ | December 15, 2020 | December 1, 2025 |
| Paul | Vokaty | Avalon Partners | http://www.linkedin.com/in/paulvokaty/ | November 12, 2021 | November 1, 2025 |
| Georg | von Greiff | Abalaris Business Ventures | http://www.linkedin.com/company/abalarisbusinessventures | July 18, 2022 | May 1, 2026 |
| Carl | Von Hake | Rusk O'Brien Gido + Partners | (not set) | January 31, 2020 | September 1, 2025 |
| Patrick | Walsh | Skoda Minotti | http://www.linkedin.com/in/patrickwalsh14/ | September 20, 2019 | August 1, 2026 |
| Todd | Warner | Agribusiness Brokers Inc | (not set) | January 9, 2006 | August 1, 2026 |
| Jason | Warner | Blue River | https://www.linkedin.com/in/jason-warner-51725871/ | November 8, 2025 | November 8, 2026 |
| Brian | Wassell | Trout CPA | http://www.linkedin.com/in/brianwassell/ | October 1, 2013 | January 1, 2026 |
| Adam | Wayne | Neway Consulting Group, LLC | http://www.linkedin.com/in/adam-wayne-cpa-cgma-19b8457/ | March 30, 2022 | February 1, 2026 |
| Christopher | Weaver | Silver Boar Consulting | https://www.linkedin.com/in/christophertweaver | July 10, 2023 | January 1, 2026 |
Questions related to the CM&AA® Directory should be directed to the AM&AA at
info@amaaonline.com or 312-856-9590.