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 | |
|---|---|---|---|---|---|
| Monica | Bieniewski | Guggenheim Investments | https://www.linkedin.com/in/monica-bieniewski/ | December 3, 2025 | November 1, 2026 |
| David | Long | Arizona Business Sales Advisors | https://www.linkedin.com/in/davelongaz | December 7, 2025 | September 1, 2026 |
| Michael | Farneti | (not set) | (not set) | December 8, 2025 | December 1, 2026 |
| Vince | Mazzone | Cerity Partners | (not set) | December 9, 2025 | May 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 |
| Luis | Rodriguez Santiago | (not set) | (not set) | December 14, 2025 | December 1, 2026 |
| David | Boersma | (not set) | (not set) | December 16, 2025 | October 1, 2026 |
| Tom | McBrearty | Rock Hall Partners, LLC | https://www.linkedin.com/in/tmcbrearty | December 17, 2025 | August 1, 2026 |
| Shelby | Clark | iT Valuations | https://www.linkedin.com/in/shelby-clark/ | December 17, 2025 | October 1, 2026 |
| Mark | Birmingham | Rock Hall Partners, LLC | https://www.linkedin.com/in/mark-birmingham4/ | December 17, 2025 | August 1, 2026 |
| Judson | Motes | BMSS, LLC | https://www.linkedin.com/in/judson-motes-cpa-7b747a133 | December 18, 2025 | July 1, 2026 |
| Brian | Whalen | Starboard CPAs LLC | https://www.linkedin.com/in/brianwhalen-tax-cpa/ | December 18, 2025 | September 1, 2026 |
| Leandra | Schindler | Key Bank | (not set) | December 22, 2025 | April 1, 2026 |
| Scott | Sandee | Vertex Planning Partners, LLC | https://www.linkedin.com/in/scottsandee/ | December 23, 2025 | October 1, 2026 |
| Maria | Kutscher, CEPA, CFP, CFA, CPWA | Club Level Consulting | https://www.linkedin.com/in/mariakutscher/ | December 26, 2025 | October 1, 2026 |
| Eric | Fettig | (not set) | (not set) | December 26, 2025 | October 1, 2026 |
| Robert | Georges | Allied Advisors | (not set) | December 26, 2025 | November 1, 2026 |
| Erik | Olson | BerryDunn | (not set) | December 27, 2025 | November 1, 2026 |
Questions related to the CM&AA® Directory should be directed to the AM&AA at
info@amaaonline.com or 312-856-9590.