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 | |
|---|---|---|---|---|---|
| Richard | Burke | Burke Financial Services LLC | http://www.linkedin.com/mwlite/in/rburkecpa | January 31, 2020 | December 1, 2026 |
| Austin | Buckett | BiggsKofford | (not set) | January 9, 2006 | December 1, 2026 |
| William (Bill) | Bucher | Coastline Health Partners, LLC | http://www.linkedin.com/in/bill-bucher-4938981 | May 3, 2022 | May 1, 2026 |
| Steve | Brunner | Liske & Brunner CPAs LLC | (not set) | February 4, 2024 | September 1, 2026 |
| Mack | Brown | L. M. Brown Capital Advisors, LLC | (not set) | November 27, 2021 | September 1, 2026 |
| Francis | Brown | Brown Advisory | (not set) | May 22, 2014 | March 1, 2026 |
| Cliff | Brown | Jordon Voytek Capital Partners | https://www.linkedin.com/in/cliffbrownib/ | November 20, 2025 | July 1, 2026 |
| Shane | Brotherton | Blue River Financial | https://www.linkedin.com/in/shane-brotherton/ | (not set) | October 1, 2026 |
| Jeremy | Broker | Moss Adams LLP | (not set) | November 4, 2019 | October 1, 2026 |
| Chris | Brodman | Metz Lewis Brodman Must O'Keefe LLC | http://www.linkedin.com/in/christopher-brodman-709934198/ | May 2, 2021 | August 1, 2026 |
| Matthew | Bristow | ClearRidge Capital, LLC | http://www.linkedin.com/in/matthewbristow | November 13, 2009 | September 1, 2026 |
| Doug | Briskie | 0dB Advisory, LLC | (not set) | November 5, 2017 | July 1, 2026 |
| Angela | Breznay | Border States | (not set) | September 26, 2024 | July 1, 2026 |
| Mason | Brady | Brady CFO | http://www.linkedin.com/in/masonbrady | June 12, 2024 | November 1, 2026 |
| Douglas | Bradley | Capital Stewardship Group, LLC | https://www.linkedin.com/mwlite/profile/me?trk=p_mwlite_feed-secondary_nav | December 14, 2025 | June 1, 2026 |
| David | Bowen | (not set) | (not set) | February 6, 2024 | January 1, 2027 |
| Adam | Bott | Crescendo Wealth Strategies | http://www.linkedin.com/in/adam-bott-aams | June 14, 2024 | March 1, 2026 |
| Tony | Boschetto | Brook Trail Associates | http://www.linkedin.com/in/avboschetto/ | August 29, 2020 | October 1, 2026 |
| David | Boersma | (not set) | (not set) | December 16, 2025 | October 1, 2026 |
| John | Bly | Aprio | (not set) | July 28, 2014 | July 1, 2026 |
| James | Bly | Ernst & Young LLP | http://www.linkedin.com/in/james-bly-4a55582/ | July 18, 2001 | January 1, 2027 |
| Chris | Blees | BiggsKofford | (not set) | February 5, 2004 | December 1, 2026 |
| Mark | Birmingham | Rock Hall Partners, LLC | https://www.linkedin.com/in/mark-birmingham4/ | December 17, 2025 | August 1, 2026 |
| Ami | Biligiri | Amaran Consulting | http://linkedin.com/in/amibiligiricfo | July 18, 2022 | March 1, 2026 |
| Monica | Bieniewski | Guggenheim Investments | https://www.linkedin.com/in/monica-bieniewski/ | December 3, 2025 | November 1, 2026 |
| Jim | Bielenberg | James D. Bielenberg, Accountancy Corp | (not set) | November 1, 2014 | February 1, 2026 |
| Bobby | Berrido | Fausto Commercial | https://www.linkedin.com/in/bobby-berrido-ccim-1b772a7b/ | November 15, 2025 | September 1, 2026 |
| Philip | Bernstorf | Heartland Business Advisory LLC | (not set) | (not set) | April 1, 2026 |
| Daniel | Bergvall | Kreischer Miller | https://www.linkedin.com/in/dan-bergvall-cpa-646a2337/ | November 19, 2025 | October 1, 2026 |
| Jeff | Bergamo | HBK CPAs & Consultants | https://www.linkedin.com/in/jeffbergamo | September 22, 2025 | October 1, 2026 |
| Bryan | Berent | Blue River Financial Group, Inc. | http://www.linkedin.com/in/bryan-berent-1a23884/ | August 28, 2020 | March 1, 2026 |
| Michael | Bentivegna | Eisner Amper LLP | https://www.linkedin.com/in/michael-bentivegna-cpa-cfe-070b1620/ | November 26, 2025 | July 1, 2026 |
| Ernesto | Bent | White Knight Acquisitions | http://www.linkedin.com/in/ernestobent/ | July 2, 2023 | April 1, 2026 |
| Mohamed Ali | Bennis | Desjardins Business | https://www.linkedin.com/in/alibennis | (not set) | July 1, 2026 |
| Bruce | Beickman | Beickman Advisory | (not set) | December 1, 2023 | October 1, 2026 |
| Charles | Bedard | ERGO Comps LLC | http://www.linkedin.com/in/charlesbedard/ | December 11, 2020 | September 1, 2026 |
| Craig | Beck | Beyond CFO | http://www.linkedin.com/in/craig-beck-900089120/ | September 28, 2018 | November 1, 2026 |
| Chris | Baxter | Clark Nuber | (not set) | June 6, 2023 | March 1, 2026 |
| Christopher | Battista | Law Offices of Christopher M Battista | https://www.linkedin.com/in/chris-battista-7129a14/ | November 10, 2019 | March 1, 2026 |
| Brent | Bathurst | KLR | https://www.linkedin.com/in/brentbathurst/ | (not set) | January 1, 2027 |
| Zaher | Basha | Yeo & Yeo PC | (not set) | September 30, 2019 | December 1, 2026 |
| John | Bartsch | (not set) | (not set) | March 8, 2024 | February 1, 2026 |
| George | Barsom | Auxo Capital Advisors | https://www.linkedin.com/in/george-barsom/ | (not set) | May 1, 2026 |
| Ed | Barone | Evergreen Wealth Solutions | https://www.linkedin.com/in/ed-barone-cbec-/ | April 16, 2023 | January 1, 2027 |
| Brian | Barnthouse | ECG Management Consultants | https://www.linkedin.com/in/brian-barnthouse-04115943/ | November 26, 2023 | September 1, 2026 |
| Stephen E. | Barnes | Reading Rock Inc | http://www.linkedin.com/in/stephenebarnes | June 15, 2011 | July 1, 2026 |
| Laurie | Barkman | Stony Hill Advisors | http://www.linkedin.com/in/lauriebarkman/ | November 14, 2021 | September 1, 2026 |
| Rodrick | Ballard | Jackson Thornton | (not set) | May 21, 2014 | August 1, 2026 |
| Mark | Bailey | EAG | (not set) | (not set) | June 1, 2026 |
| Randy | Babi | Blue River Financial Group, Inc. | https://www.linkedin.com/in/rbabi/ | November 14, 2025 | September 1, 2026 |
Questions related to the CM&AA® Directory should be directed to the AM&AA at
info@amaaonline.com or 312-856-9590.