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 | |
---|---|---|---|---|---|
Adam | Bott | Crescendo Wealth Strategies | http://www.linkedin.com/in/adam-bott-aams | June 14, 2024 | March 1, 2026 |
David | Bowen | (not set) | (not set) | February 6, 2024 | January 1, 2026 |
Mason | Brady | Brady CFO | http://www.linkedin.com/in/masonbrady | June 12, 2024 | November 1, 2025 |
Guy | Breading | GNB Global Inc | http://www.linkedin.com/in/guybreading/ | April 17, 2023 | January 1, 2026 |
Douglas | Brick | CAPTRUST | (not set) | (not set) | October 1, 2025 |
Doug | Briskie | 0dB Advisory, LLC | (not set) | November 5, 2017 | July 1, 2026 |
Matthew | Bristow | ClearRidge Capital, LLC | http://www.linkedin.com/in/matthewbristow | November 13, 2009 | September 1, 2025 |
Chris | Brodman | Metz Lewis Brodman Must O'Keefe LLC | http://www.linkedin.com/in/christopher-brodman-709934198/ | May 2, 2021 | August 1, 2026 |
Jeremy | Broker | Moss Adams LLP | (not set) | November 4, 2019 | October 1, 2025 |
Shane | Brotherton | Pinnacle Financial Partners | https://www.linkedin.com/in/shane-brotherton/ | (not set) | October 1, 2025 |
Mack | Brown | L. M. Brown Capital Advisors, LLC | (not set) | November 27, 2021 | September 1, 2025 |
Francis | Brown | Brown Advisory | (not set) | May 22, 2014 | March 1, 2026 |
Steve | Brunner | Liske & Brunner CPAs LLC | (not set) | February 4, 2024 | September 1, 2025 |
William (Bill) | Bucher | Coastline Health Partners, LLC | http://www.linkedin.com/in/bill-bucher-4938981 | May 3, 2022 | May 1, 2026 |
Austin | Buckett | BiggsKofford | (not set) | January 9, 2006 | December 1, 2025 |
Richard | Burke | Burke Financial Services LLC | http://www.linkedin.com/mwlite/in/rburkecpa | January 31, 2020 | December 1, 2025 |
John | Burke | CleanChoice Energy | (not set) | April 27, 2012 | January 1, 2026 |
Jeremy | Burnstein | Sawtooth Value Advisory LLC | http://www.linkedin.com/in/jeremyburnstein/ | June 6, 2024 | December 1, 2025 |
Boyd | Burton | Speedwell Monaco, Inc. | https://www.linkedin.com/in/boyd-burton-mba-cmaa-82074819/ | June 14, 2019 | April 1, 2026 |
Jerry | Butz | TREP Advisors | https://www.linkedin.com/in/gerold-butz-bb41aa26b/ | (not set) | August 1, 2026 |
Dan | Callewaert | Boyum Barenscheer | http://www.linkedin.com/in/daniel-callewaert-113b6783 | March 7, 2025 | March 7, 2026 |
Kevin | Campbell | B2B CFO | http://www.linkedin.com/in/kevincampbellb2bcfo | March 3, 2018 | February 1, 2026 |
Chuck | Canli | Premier Sales Inc | https://www.linkedin.com/in/chuck-canli-b12092206?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_app | March 16, 2024 | February 1, 2026 |
Stephen | Capizzi | Apex Exit Advisors, LLC | http://www.linkedin.com/in/stephencapizzi | May 12, 2017 | February 1, 2026 |
Gregory | Carlson | Boyum Barenscheer PLLP | http://www.linkedin.com/in/gregory-carlson-cpa-899ba550/ | August 29, 2020 | July 1, 2026 |
Sam | Carpenter | Key Bank | (not set) | (not set) | October 1, 2025 |
Maria Elena | Carrion | Multicultural Capital LLC | https://www.linkedin.com/in/maria-elena-carrion-6b09369 | September 23, 2016 | August 1, 2026 |
Ray | Carter | Sunbelt Business Advisors | (not set) | July 23, 2021 | May 1, 2026 |
Manuel | Chalbaud Castellanos | Chalbaud & Co | https://www.linkedin.com/pub/dir/Manuel/Chalbaud | December 12, 2022 | July 1, 2026 |
Aaron | Chambers | Boos & Associates, PC | http://www.linkedin.com/in/aarongchambers/ | December 3, 2023 | May 1, 2026 |
Paul | Chastant | The Sisung Group | http://www.linkedin.com/in/paul-thomas-chastant-iii-b423b826/ | November 1, 2014 | January 1, 2026 |
Teresa | Cherry | The Family Wealth Collective | http://www.linkedin.com/in/teresa-cherry-0843251/ | February 5, 2004 | January 1, 2026 |
Anthony | Citrolo | The NYBB Group | http://www.linkedin.com/in/anthonycitrolo/ | December 5, 2011 | June 1, 2026 |
West | Clark | Sanrai | http://www.linkedin.com/in/westclark11 | April 23, 2024 | January 1, 2026 |
Peter | Clarke | BaldwinClarke | http://www.linkedin.com/in/peter-clarke-52b28a23/ | April 27, 2018 | May 1, 2026 |
Derrick | Clarke | Preferred Business Brokers | https://www.linkedin.com/in/derrick-clarke-31a920142 | November 17, 2023 | June 1, 2026 |
Sara | Clevenger | Blue River Financial Group, Inc. | (not set) | April 29, 2018 | March 1, 2026 |
Lisa | Clifford | Callan Family Office | http://www.linkedin.com/in/lclifford/ | September 30, 2018 | March 1, 2026 |
Michael | Coakley | Kreischer Miller & Company | http://www.linkedin.com/in/michaelcoakley/ | December 14, 2020 | December 1, 2025 |
Jack | Cox | NORTHBRIDGE BUSINESS ADVISORS | http://www.linkedin.com/in/jackcoxcpa | April 6, 2023 | January 1, 2026 |
Connor | Cruse | Coast Group | http://www.linkedin.com/in/connor-cruse-32aaa1100/ | November 22, 2023 | July 1, 2026 |
Jimmy | Cruse | UNCOMN, LLC | https://www.linkedin.com/in/jimmycruse/ | May 28, 2024 | March 1, 2026 |
Amy | Cunningham | Republic Capital Group | (not set) | (not set) | April 1, 2026 |
Richard | Curry | ST Facility Maintenance Consulting, LLC | http://www.linkedin.com/in/richard-curry-5170546/ | October 30, 2017 | October 1, 2025 |
Benjamin | Curtis | Footprint Capital LLC | (not set) | August 28, 2020 | December 1, 2025 |
John | Curzon | Cck Strategies, Pllc | (not set) | January 9, 2006 | September 1, 2025 |
Todd | Cushing | EBIT Associates, Ltd. | https://www.linkedin.com/in/ebitassociates/ | December 22, 2009 | October 1, 2025 |
David | Cusimano | Emerge Dynamics | http://www.linkedin.com/in/davidcusimano/ | November 1, 2014 | April 1, 2026 |
Curt | Cyliax | Strategic Exit Advisors | http://www.linkedin.com/in/curt-a-cyliax-cm-aa-a0b47/ | March 15, 2012 | January 1, 2026 |
Lee | Dahmer | Value Growth Consulting Group | http://www.linkedin.com/in/leedahmer/ | February 20, 2008 | 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.