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 | |
|---|---|---|---|---|---|
| Nerre | Shuriah | First Citizens Wealth Management | https://www.linkedin.com/in/nerre-shuriah-j-d-ll-m-cmaa-2850484/ | April 15, 2023 | February 1, 2026 |
| Drent | Shields | Cherry Bekaert, LLP | https://www.linkedin.com/in/drent-shields-053b493/ | October 16, 2022 | August 1, 2026 |
| Daniela | Sherrets | Lutz | https://www.linkedin.com/in/daniela-sherrets-bb816928/ | November 19, 2025 | June 1, 2026 |
| John | Sheldon | Excel Global Partners | (not set) | May 7, 2010 | May 1, 2026 |
| Scott | Sharp | S.Lawrence & Co. | https://www.linkedin.com/in/scottlsharp/ | April 27, 2018 | September 1, 2026 |
| Jeffrey | Shannon | Mission PE | (not set) | July 18, 2022 | April 1, 2026 |
| David | Shankar | LR Tullius | https://www.linkedin.com/in/david-shankar-cfa-cmaa-4664327/ | June 9, 2024 | April 1, 2026 |
| Shondale | Seymour | Disruption + Synergy, Inc | (not set) | December 3, 2023 | May 1, 2026 |
| Max | Seymour | PKF O’Connor Davies | http://www.linkedin.com/in/max-seymour-0343b4a2/ | April 13, 2024 | March 1, 2026 |
| Rileyann | Sexton | Scott CPAs | (not set) | April 12, 2023 | January 1, 2027 |
| Joseph | Sexton | American Healthcare Capital | http://www.linkedin.com/in/healthcaredealmaker/ | December 12, 2022 | September 1, 2026 |
| Doug | Semple | First Citizens Bank | (not set) | April 27, 2023 | February 1, 2026 |
| Tara | Semb | Formerly Apyx Medical Corporation | http://www.linkedin.com/in/tara-semb-cfo-fl/ | February 6, 2024 | January 1, 2027 |
| Jessica | Seff | Statesman Corporate Finance, LLC | https://www.linkedin.com/in/jessica-seff-cfa-3657a323/ | June 18, 2019 | May 1, 2026 |
| Joe | Seetoo | Morton Wealth | (not set) | (not set) | February 1, 2026 |
| Mark | Sdao | Avalon Partners | https://www.linkedin.com/in/masdao/ | (not set) | February 1, 2026 |
| Mark | Scott | Scott CPAs | (not set) | April 12, 2023 | January 1, 2027 |
| Richard | Scigaj | Easy Dynamics Corporation | http://www.linkedin.com/in/richardscigaj/ | August 25, 2020 | July 1, 2026 |
| Tom | Schumacher | Bakke Norman SC | (not set) | December 1, 2023 | October 1, 2026 |
| Todd | Scholl | WestBridge Partners, LLC | http://www.linkedin.com/company/westbridgepartners/ | December 2, 2023 | October 1, 2026 |
| Arielle | Schmeck | JTaylor & Associates, LLC | http://www.linkedin.com/in/arielle-austin-schmeck-cpa-abv-99336522/ | December 18, 2020 | December 1, 2026 |
| Leandra | Schindler | Key Bank | (not set) | December 22, 2025 | April 1, 2026 |
| Dr. Sean | Saunders | Quantum Performance Partners | (not set) | September 13, 2025 | January 1, 2027 |
| Wesley | Sanford | River City Bank | https://www.linkedin.com/in/reece-sanford-cfa-69323828?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app | March 15, 2024 | January 1, 2027 |
| James | Sanders | MPL Law Firm | http://www.linkedin.com/in/james-sanders-esquire/ | August 20, 2020 | November 1, 2026 |
| Scott | Sandee | Vertex Planning Partners, LLC | https://www.linkedin.com/in/scottsandee/ | December 23, 2025 | October 1, 2026 |
| Rosa | Sanabria | Sunbelt Central America | (not set) | (not set) | April 1, 2026 |
| Ken | Saddler | Blueprint Business Advisory | http://www.linkedin.com/in/kensaddler/ | November 29, 2022 | August 1, 2026 |
| Kevin | Ruth | RU Strategic, LLC dba Westlake Global | (not set) | July 18, 2022 | May 1, 2026 |
| Jaire | Ruffin | (not set) | https://www.linkedin.com/in/jaireruffin-mba/ | October 9, 2025 | August 1, 2026 |
| Jeffrey | Ruck | Ruckus Solutions Inc. | https://www.linkedin.com/in/jeffreyruck/ | November 24, 2025 | November 1, 2026 |
| David | Routzahn | Hempstead & Co. Inc. | (not set) | May 10, 2019 | June 1, 2026 |
| Jamison | Rounds | Murphy Business Dakota Lakes/Rounds International | (not set) | April 24, 2015 | October 1, 2026 |
| Mathew | Rose | Adheren Capital | (not set) | (not set) | April 1, 2026 |
| John | Rogers | The Bonadio Group | (not set) | July 6, 2023 | April 1, 2026 |
| Luis | Rodriguez Santiago | (not set) | (not set) | December 14, 2025 | December 1, 2026 |
| Mario | Rodriguez-Diaz | INVERVALUE COLOMBIA SA | http://www.linkedin.com/in/mariord/ | July 31, 2023 | April 1, 2026 |
| David | Robinson | Generational Group | https://www.linkedin.com/in/david-robinson-cmaa-624a74108/ | (not set) | September 1, 2026 |
| Doug | Robbins | Robbinex Inc | (not set) | June 17, 2003 | February 1, 2026 |
| Alex | Ristevski | Truist | (not set) | December 22, 2022 | September 1, 2026 |
| Mike | Ridder | Blueprint Business Advisory | (not set) | October 23, 2015 | September 1, 2026 |
| Robert | Richardson | GovCon Finance (Advisory) | https://www.linkedin.com/in/bob-richardson-cmaa-78a65b42/ | March 8, 2024 | November 1, 2026 |
| Benjamin | Rich | Rich Growth Consulting | https://www.linkedin.com/in/ben-rich-growth-expert | November 28, 2023 | September 1, 2026 |
| Walker | Reynolds | Base Camp Partners, LLC | https://www.linkedin.com/in/walkerreynolds/ | (not set) | September 1, 2026 |
| Michael | Reed | Republic Capital Group | http://www.linkedin.com/in/msreed948 | December 3, 2023 | September 1, 2026 |
| Joel | Redmond | Key Bank | https://www.linkedin.com/in/jtredmond/ | July 18, 2022 | August 1, 2026 |
| John | Ravis | Transworld | https://www.linkedin.com/in/john-ravis-557b155a/ | (not set) | April 1, 2026 |
| TV | Ravichandran | Global 1 Company, Inc. | https://www.linkedin.com/in/tvravi/ | July 18, 2022 | April 1, 2026 |
| Overton | Ragland | Keiter CPA | https://www.linkedin.com/in/overtonragland/ | September 13, 2024 | August 1, 2026 |
| George | Raftopoulos | ROI-Cubed, LLC | http://www.linkedin.com/in/george-raftopoulos-5a84683 | November 1, 2014 | May 1, 2026 |
Questions related to the CM&AA® Directory should be directed to the AM&AA at
info@amaaonline.com or 312-856-9590.