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 | |
|---|---|---|---|---|---|
| Roy | Page | Crossings Addiction Recovery, Inc. | (not set) | (not set) | June 1, 2026 |
| Rosco | Graves | Polaxis | http://www.linkedin.com/in/roscograves/ | November 28, 2022 | August 1, 2026 |
| Rosa | Sanabria | Sunbelt Central America | (not set) | (not set) | April 1, 2026 |
| Ron | Smith | Cordis Group | https://www.linkedin.com/in/ronsmithcg/ | May 16, 2026 | May 16, 2027 |
| Roger | Smolik | Transworld Business Advisors of Colorado | (not set) | September 11, 2024 | August 1, 2026 |
| Rodrick | Ballard | Jackson Thornton | (not set) | May 21, 2014 | August 1, 2026 |
| Robert | Machiz | MoneySoft, Inc. | (not set) | March 12, 2017 | May 1, 2026 |
| Robert | Georges | Allied Advisors | (not set) | December 26, 2025 | November 1, 2026 |
| Robert | Maxon | PKF O'Connor Davies | (not set) | April 20, 2024 | March 1, 2026 |
| Robert | Petre | McIntosh Corporation | (not set) | April 27, 2021 | March 1, 2026 |
| Robert | Eisenstadt | Aprio | http://www.linkedin.com/in/robert-eisenstadt-b1b238/ | August 23, 2020 | September 1, 2026 |
| Robert | Hartman | Western M&A Advisory | http://www.linkedin.com/in/robjhartman/ | November 22, 2022 | September 1, 2026 |
| Robert | Piacitelli | ThirdSide Capital llc | http://www.linkedin.com/in/rpiacitelli/ | August 27, 2020 | April 1, 2026 |
| Robert | Richardson | GovCon Finance (Advisory) | https://www.linkedin.com/in/bob-richardson-cmaa-78a65b42/ | March 8, 2024 | November 1, 2026 |
| Rileyann | Sexton | Scott CPAs | (not set) | April 12, 2023 | January 1, 2027 |
| Rick | Thomas | First Generation Advisors | http://www.linkedin.com/in/richardpiercethomas | April 20, 2023 | September 1, 2026 |
| Rick | Simonsen | Moss Adams LLP | http://www.linkedin.com/in/rick-simonsen-9a561734/ | May 21, 2023 | March 1, 2026 |
| Rick | Wilcox | Point North Advisors, LLC | http://www.linkedin.com/in/rick-wilcox-713a47149 | March 4, 2016 | February 1, 2026 |
| Richard | Curry | ST Facility Maintenance Consulting, LLC | http://www.linkedin.com/in/richard-curry-5170546/ | October 30, 2017 | October 1, 2026 |
| Richard | Scigaj | Easy Dynamics Corporation | http://www.linkedin.com/in/richardscigaj/ | August 25, 2020 | July 1, 2026 |
| Richard | Strautman | Stony Hill Advisors | http://www.linkedin.com/in/richard-strautman-5886154 | April 2, 2023 | February 1, 2026 |
| Richard | Weiner | AAFCPAs | http://www.linkedin.com/me | July 5, 2023 | May 1, 2026 |
| Richard | Burke | Burke Financial Services LLC | http://www.linkedin.com/mwlite/in/rburkecpa | January 31, 2020 | December 1, 2026 |
| Richard | Parry | Atlantic M&A | https://www.linkedin.com/in/richard-parry-/ | March 6, 2025 | February 1, 2026 |
| Richard | Horner | CNMA Solutions | https://www.linkedin.com/in/rich-horner/ | (not set) | March 1, 2026 |
| Rhys | Dekle | Strategic Alternatives LLC | http://www.linkedin.com/in/rhysdekle/ | February 1, 2019 | February 1, 2026 |
| Rebecka | Talley | SD Capital | (not set) | November 16, 2023 | August 1, 2026 |
| Ray | Carter | Sunbelt Business Advisors | (not set) | July 23, 2021 | May 1, 2026 |
| Ray | Fernandez Jr. | ABIP CPAs and Advisors, LLC | https://www.linkedin.com/in/rayjfernandez/ | June 2, 2024 | March 1, 2026 |
| Randy | Babi | Blue River Financial Group, Inc. | https://www.linkedin.com/in/rbabi/ | November 14, 2025 | September 1, 2026 |
| Rahsaan | Freeman | Freeman Lundt | http://www.linkedin.com/in/rahsaan-freeman-0614b627/ | August 30, 2020 | June 1, 2026 |
| RaChel | Grevious | VERTESS Healthcare Advisors | https://www.linkedin.com/in/rachel-grevious-340032209 | March 6, 2026 | March 6, 2027 |
| Priscilla | Zambrano | Vector Advisory Services LLC | (not set) | (not set) | October 1, 2026 |
| Pratik | Mehta | Pratik Mehta Professional Corporation | http://www.linkedin.com/in/pratik-mehta-cpa-ca-macc-433906b2 | April 2, 2023 | January 1, 2027 |
| Philip | Bernstorf | Heartland Business Advisory LLC | (not set) | (not set) | April 1, 2026 |
| Phil | Paret | Rize Global Partners | https://www.linkedin.com/in/philparet/ | (not set) | August 1, 2026 |
| Peter | Hong Huynh | FulcrumBridge International | (not set) | April 20, 2023 | February 1, 2026 |
| Peter | Martin | Pinion | (not set) | April 27, 2012 | January 1, 2027 |
| Peter | Clarke | BaldwinClarke | http://www.linkedin.com/in/peter-clarke-52b28a23/ | April 27, 2018 | May 1, 2026 |
| Peter | Flippen | IEI Advisors | http://www.linkedin.com/in/peter-flippen-55636a1/ | May 6, 2019 | October 1, 2026 |
| Pete | Miller | Clark Nuber | https://www.linkedin.com/in/pete-miller-b0b5a02/ | May 26, 2023 | March 1, 2026 |
| Paula | Kruger | White Rock Business Advisors | http://www.linkedin.com/feed/ | November 10, 2021 | January 1, 2027 |
| Paula | Smithers | FedCom Advisory Group | https://www.linkedin.com/in/paula-smithers-cpa-2aba18a/ | October 15, 2025 | August 1, 2026 |
| Paul | Chase | Off-Ramp Advisors LLC | http://www.linkedin.com/in/paulchaseofframpadvisors | March 12, 2026 | March 12, 2027 |
| Paul | Haviland | Corporate Development Advisors | http://www.linkedin.com/in/paulhaviland2319/ | April 29, 2021 | March 1, 2026 |
| Paul | Chastant | The Sisung Group | http://www.linkedin.com/in/paul-thomas-chastant-iii-b423b826/ | November 1, 2014 | January 1, 2027 |
| Paul | Visokey | Stony Hill Advisors | http://www.linkedin.com/in/paulvisokey/ | December 15, 2020 | December 1, 2026 |
| Paul | Vokaty | Avalon Partners | http://www.linkedin.com/in/paulvokaty/ | November 12, 2021 | November 1, 2026 |
| Patrick | Lyons | Peak Valuation & Financial Planning, LLC | (not set) | August 17, 2004 | May 1, 2026 |
| Patrick | Sullivan | Connecticut Wealth Management, LLC | (not set) | April 23, 2023 | February 1, 2026 |
Questions related to the CM&AA® Directory should be directed to the AM&AA at
info@amaaonline.com or 312-856-9590.