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 | |
|---|---|---|---|---|---|
| Brent | Solomon | Strategic Financial Advisory, LLC and Robert H. Smith School Business | (not set) | February 5, 2004 | October 1, 2026 |
| Brent | Bathurst | KLR | https://www.linkedin.com/in/brentbathurst/ | (not set) | January 1, 2027 |
| Brennan | Peck | BMSS, LLC | (not set) | November 30, 2023 | October 1, 2026 |
| Brendan | Hollis | Aldrich CPAs + Advisors LLP | http://www.linkedin.com/in/brendanholliscpaaldrich/ | October 28, 2018 | August 1, 2026 |
| Brandon | Keeling | Providence Capital Management, LLC | https://www.linkedin.com/in/brandon-keeling-0357298a/ | June 28, 2026 | June 28, 2027 |
| Brandon | Tomash | Miller Johnson | https://millerjohnson.com/attorney/tomashb/ | May 14, 2026 | May 14, 2027 |
| Brandon | Henry | Mosaic Advisors | http://www.linkedin.com/in/brandonrhenry/ | November 19, 2016 | March 1, 2026 |
| Brandon | Harris | Graystone International | https://www.linkedin.com/in/brandonh88/ | November 13, 2025 | September 1, 2026 |
| Brad | Minor | Blue & Co., LLC | (not set) | June 15, 2019 | June 1, 2026 |
| Boyd | Burton | Speedwell Monaco, Inc. | https://www.linkedin.com/in/boyd-burton-mba-cmaa-82074819/ | June 14, 2019 | April 1, 2026 |
| Bobby | Berrido | Fausto Commercial | https://www.linkedin.com/in/bobby-berrido-ccim-1b772a7b/ | November 15, 2025 | September 1, 2026 |
| Bob | Aamodt | Wealth Enhancement | https://www.linkedin.com/in/bobaamodt/ | May 16, 2026 | May 16, 2027 |
| Bob | Kroll | Kroll Capital | (not set) | December 24, 2020 | February 1, 2026 |
| Billey | Johnson | Mamba Tech Grooup, LLC | http://www.linkedin.com/in/billjohnsoninvestor | November 13, 2021 | April 1, 2026 |
| Bill | King | Dogwood State Bank | https://www.linkedin.com/in/thesbaking/ | (not set) | (not set) |
| Bill | McCalpin | Capitalize Network | http://www.linkedin.com/in/bill-mccalpin-59b33349/ | November 21, 2021 | October 1, 2026 |
| Bill | Nicholson | Exit Strategy Advisors, LLC | http://www.linkedin.com/in/billnicholson/ | October 29, 2022 | May 1, 2026 |
| Bill | Wiersema | Miller Cooper & Co., Ltd. | http://www.linkedin.com/in/bill-wiersema-0835287 | September 30, 2018 | March 1, 2026 |
| Beth | DaSilva | Fleetridge Pacific | http://www.linkedin.com/in/fleetridgepac/ | November 5, 2013 | March 1, 2026 |
| Berlin | Haugen | Bowpoint, LLC | http://www.linkedin.com/in/berlinhaugen/ | August 29, 2020 | February 1, 2026 |
| Benjamin | Curtis | Footprint Capital LLC | (not set) | August 28, 2020 | December 1, 2026 |
| Benjamin | Hamrick | DMJPS PLLC | https://www.linkedin.com/in/benjamin-hamrick-37077718/ | July 22, 2003 | February 1, 2026 |
| Benjamin | Rich | Rich Growth Consulting | https://www.linkedin.com/in/ben-rich-growth-expert | November 28, 2023 | September 1, 2026 |
| Ben | Hofer | Deal Memo | https://www.linkedin.com/in/benhofer1/ | (not set) | November 1, 2026 |
| Becky | Smith | Westbound Road, LLC | https://www.linkedin.com/in/beckyjsmith | (not set) | April 1, 2026 |
| Barry | DeWitt | Generational Equity, LLC | https://www.linkedin.com/in/barry-dewitt/ | June 14, 2026 | June 17, 2026 |
| Barry | Kampe | Barry D. Kampe, CFP® | (not set) | November 11, 2021 | February 1, 2026 |
| Barry | Kasoff | Realization Services Inc | (not set) | April 27, 2012 | July 1, 2026 |
| Austin | Koltonowski | Miller Johnson | https://millerjohnson.com/attorney/koltonowskia/ | May 17, 2026 | May 17, 2027 |
| Austin | Buckett | BiggsKofford | (not set) | January 9, 2006 | December 1, 2026 |
| Austin | DeRose | PKF O’Connor Davies | https://www.linkedin.com/in/austinderose/ | December 1, 2025 | October 1, 2026 |
| Arnie | Hendricks | Financial Management Resources | http://www.linkedin.com/in/arnie-hendricks-6b767/ | August 23, 2020 | June 1, 2026 |
| Arielle | Schmeck | JTaylor & Associates, LLC | http://www.linkedin.com/in/arielle-austin-schmeck-cpa-abv-99336522/ | December 18, 2020 | December 1, 2026 |
| Anthony | Citrolo | The NYBB Group | http://www.linkedin.com/in/anthonycitrolo/ | December 5, 2011 | June 1, 2026 |
| Angela | Breznay | Border States | (not set) | September 26, 2024 | July 1, 2026 |
| Angela | Uttaro | Uttaro Consulting | http://www.Linkedin.com/in/angela-uttaro | April 28, 2021 | April 1, 2026 |
| Andy | Fertal | Beacon Associates, Inc. | http://www.linkedin.com/in/andrew-fertal-a09a327/ | November 1, 2014 | July 1, 2026 |
| Andrew | Miller | MPL Law Firm | (not set) | April 27, 2018 | June 1, 2026 |
| Andrew | Fulford | Eu & Phi Advisors | http://www.linkedin.com/in/afulford/ | June 22, 2019 | February 1, 2026 |
| Andrew | Zezas | Real Estate Strategies Corporation | http://www.linkedin.com/in/andrewzezas/ | December 2, 2023 | June 1, 2027 |
| Andrew | Tomat | Four Pillars, Inc. | http://www.linkedin.com/in/andytomat/ | October 27, 2017 | September 1, 2026 |
| Andrew | Lorimer | BMSS, LLC | https://www.linkedin.com/in/andrew-lorimer-cpa-68470a1b6/ | November 14, 2025 | August 1, 2026 |
| Amy | Cunningham | (not set) | (not set) | (not set) | April 1, 2026 |
| Amy | Ferguson | Olsson | (not set) | (not set) | March 1, 2026 |
| Ami | Biligiri | Amaran Consulting | http://linkedin.com/in/amibiligiricfo | July 18, 2022 | March 1, 2026 |
| Amanda | Bussa | Bussa Financial Partners | https://www.linkedin.com/in/amanda-bussa-7960a31a7/ | April 17, 2026 | April 17, 2027 |
| Alvis Cheong Seng | Wong | WeProperty Sdn Bhd | (not set) | (not set) | March 1, 2026 |
| Allen | Crouch | Strategic Growth Advisors, LLC | http://www.linkedin.com/in/allen-crouch-67631b15/ | June 14, 2019 | August 1, 2026 |
| Allan | Smart | Monteca Group | http://www.linkedin.com/in/allansmart | March 3, 2018 | December 1, 2026 |
| Ali | AlSawad | Howden Insurance Brokers | (not set) | (not set) | April 1, 2026 |
Questions related to the CM&AA® Directory should be directed to the AM&AA at
info@amaaonline.com or 312-856-9590.
