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 | |
|---|---|---|---|---|---|
| Paula | Smithers | FedCom Advisory Group | https://www.linkedin.com/in/paula-smithers-cpa-2aba18a/ | October 15, 2025 | August 1, 2026 |
| Jaire | Ruffin | (not set) | https://www.linkedin.com/in/jaireruffin-mba/ | October 9, 2025 | August 1, 2026 |
| Adam | Sidor | Strategex | (not set) | October 5, 2025 | July 1, 2026 |
| Kin | Poon | Self-Employed | (not set) | September 25, 2025 | August 1, 2026 |
| Brittany | Farrell | Buy and Build Advisors, LLC | https://www.linkedin.com/in/brittany-m-f-83a38145/ | September 25, 2025 | June 1, 2026 |
| Jeff | Bergamo | HBK CPAs & Consultants | https://www.linkedin.com/in/jeffbergamo | September 22, 2025 | October 1, 2026 |
| William | Ventura | Resonance Partners | https://www.linkedin.com/in/william-s-ventura/ | September 18, 2025 | July 1, 2026 |
| Jim | Harriot | Hindsight Advantage, LLC | https://www.linkedin.com/in/jimharriot/ | September 17, 2025 | July 1, 2026 |
| James | Owens | (not set) | (not set) | September 14, 2025 | August 1, 2026 |
| Komani | Cedano | Equity Shift Advisors | https://www.linkedin.com/in/inamok/ | September 14, 2025 | July 1, 2026 |
| Dr. Sean | Saunders | Quantum Performance Partners | (not set) | September 13, 2025 | January 1, 2027 |
| Jeff | Murphy | Murphy Advisory Solutions, LLC | https://www.linkedin.com/in/jeff-murphy-m-acc-cpa-7906b92/ | April 27, 2025 | April 1, 2026 |
| Yasser | ELtawansy | SLB | (not set) | April 5, 2025 | February 1, 2026 |
| Connor | Privitt | Real Athlete Consulting Enterprises | (not set) | March 6, 2025 | February 1, 2026 |
| Cori | Preftakes | Sourcepass | https://www.linkedin.com/in/cpreftakes/ | March 6, 2025 | October 1, 2026 |
| Richard | Parry | Atlantic M&A | https://www.linkedin.com/in/richard-parry-/ | March 6, 2025 | February 1, 2026 |
| Ryan | Smith | N/A | https://www.linkedin.com/in/ryan-smith-08239552 | March 6, 2025 | February 1, 2026 |
| Angela | Breznay | Border States | (not set) | September 26, 2024 | July 1, 2026 |
| John | Woodhull | Transworld Business Advisors | https://www.linkedin.com/in/john-woodhull-883309/ | September 24, 2024 | September 1, 2026 |
| Mike | Kreiger | Transworld Business Advisors of Colorado | https://www.linkedin.com/in/mikekrieger100 | September 23, 2024 | September 1, 2026 |
| Janet | Tyler | TobinLeff | https://www.linkedin.com/in/janettyler/ | September 21, 2024 | January 1, 2027 |
| Elise | Mariner | Transworld Business Advisors of Colorado | (not set) | September 20, 2024 | August 1, 2026 |
| Ian | Gillespie | Clark, Schaefer, Hackett & Co. | (not set) | September 19, 2024 | August 1, 2026 |
| Will | Hendricks | Blue Ocean Companies, LLC | (not set) | September 18, 2024 | June 1, 2026 |
| Jim | DeShayes | Transworld Business Advisors of Colorado | https://www.linkedin.com/in/jim-deshayes-675a4b4/ | September 18, 2024 | August 1, 2026 |
| Alex | Dvorak | Transworld Business Advisors of Colorado | (not set) | September 16, 2024 | August 1, 2026 |
| Keith | Marlow | Transworld Business Advisors of Colorado | (not set) | September 16, 2024 | August 1, 2026 |
| Overton | Ragland | Keiter CPA | https://www.linkedin.com/in/overtonragland/ | September 13, 2024 | August 1, 2026 |
| Roger | Smolik | Transworld Business Advisors of Colorado | (not set) | September 11, 2024 | August 1, 2026 |
| Adam | Bott | Crescendo Wealth Strategies | http://www.linkedin.com/in/adam-bott-aams | June 14, 2024 | March 1, 2026 |
| Mason | Brady | Brady CFO | http://www.linkedin.com/in/masonbrady | June 12, 2024 | November 1, 2026 |
| Martin | Marshall | BiggsKofford | http://www.linkedin.com/in/mmarshall12 | June 10, 2024 | June 1, 2026 |
| David | Shankar | LR Tullius | https://www.linkedin.com/in/david-shankar-cfa-cmaa-4664327/ | June 9, 2024 | April 1, 2026 |
| Xavier | Staggs | The Raivax Group | https://www.linkedin.com/in/xavierstaggs/ | June 9, 2024 | February 1, 2026 |
| Nicholas | Leone | Schneider Downs & Co., Inc. | (not set) | June 8, 2024 | April 1, 2026 |
| Jeremy | Burnstein | Sawtooth Value Advisory LLC | http://www.linkedin.com/in/jeremyburnstein/ | June 6, 2024 | December 1, 2026 |
| Chad | Godwin | First Turn Capital | https://www.linkedin.com/in/chad-godwin-652aa611a/ | June 6, 2024 | March 1, 2026 |
| Ray | Fernandez Jr. | ABIP CPAs and Advisors, LLC | https://www.linkedin.com/in/rayjfernandez/ | June 2, 2024 | March 1, 2026 |
| Stephanie | Studt | Blue River Financial Group, Inc. | (not set) | May 28, 2024 | March 1, 2026 |
| Jimmy | Cruse | UNCOMN, LLC | https://www.linkedin.com/in/jimmycruse/ | May 28, 2024 | March 1, 2026 |
| Alexander | Maggi | Flyp | https://www.linkedin.com/in/alexandermaggi/ | May 26, 2024 | November 1, 2026 |
| Mathew | Guerrero | George Jue Manufacturing Co., Inc. | (not set) | April 28, 2024 | March 1, 2026 |
| Fahad | Murtaza | UHY LLP | (not set) | April 28, 2024 | March 1, 2026 |
| West | Clark | AFC Capital & Advisors | http://www.linkedin.com/in/westclark11 | April 23, 2024 | January 1, 2027 |
| Shane | Naccari | Allen Villere Partners | https://www.linkedin.com/in/shane-naccari-p-e-3ab26867 | April 22, 2024 | February 1, 2026 |
| Robert | Maxon | PKF O'Connor Davies | (not set) | April 20, 2024 | March 1, 2026 |
| Albert | Fialkovich | Prospere Companies | http://www.linkedin.com/in/albertfialkovich | April 16, 2024 | March 1, 2026 |
| Gary | Goldwasser | Transworld Business Advisors | http://www.linkedin.com/in/gary-goldwasser/ | April 16, 2024 | March 1, 2026 |
| Vic | Esclamado | Republic Capital Group | (not set) | April 15, 2024 | March 1, 2026 |
| Michael | Landers | UHY LLP | https://www.linkedin.com/in/michael-landers-3646358/ | April 14, 2024 | March 1, 2026 |
Questions related to the CM&AA® Directory should be directed to the AM&AA at
info@amaaonline.com or 312-856-9590.