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 | |
|---|---|---|---|---|---|
| Donovan | Pullen | Oro Agri | http://www.linkedin.com/in/donovan-pullen-77914a6/ | February 18, 2011 | December 1, 2026 |
| William Michael | Dallas | Texcel | http://www.linkedin.com/in/michaeldallascfo | May 31, 2011 | June 1, 2026 |
| Stephen E. | Barnes | Reading Rock Inc | http://www.linkedin.com/in/stephenebarnes | June 15, 2011 | July 1, 2026 |
| Jane | Johnson | Business Transition Academy, Inc. | http://www.linkedin.com/in/msexitplanner/ | November 10, 2011 | September 1, 2026 |
| Anthony | Citrolo | The NYBB Group | http://www.linkedin.com/in/anthonycitrolo/ | December 5, 2011 | June 1, 2026 |
| Mark | Girouard | Synergy Financial Management | http://www.linkedin.com/in/markgir/ | February 22, 2012 | February 1, 2026 |
| Jerry | Fink | The Bascom Group | http://www.linkedin.com/in/jerryfink/ | February 22, 2012 | February 1, 2026 |
| Edward | Pratesi | Valuation & Transition Strategies, LLC | http://www.linkedin.com/in/ed-pratesi-140b762/ | February 22, 2012 | June 1, 2026 |
| Donald | VanderZwaag | Skyway Associates LLC | (not set) | February 22, 2012 | January 1, 2027 |
| Brian | Steffens | Caber Hill Advisors | (not set) | February 22, 2012 | February 1, 2026 |
| Curt | Cyliax | Strategic Exit Advisors | http://www.linkedin.com/in/curt-a-cyliax-cm-aa-a0b47/ | March 15, 2012 | January 1, 2027 |
| William | Loftis | Blue River Financial Group, Inc. | http://www.linkedin.com/in/william-loftis-2a3a656/ | March 28, 2012 | March 1, 2026 |
| Marc | Fleagle | Copper Run | http://www.linkedin.com/in/marc-fleagle | April 27, 2012 | February 1, 2026 |
| John | Burke | CleanChoice Energy | (not set) | April 27, 2012 | January 1, 2027 |
| Peter | Martin | Pinion | (not set) | April 27, 2012 | January 1, 2027 |
| Barry | Kasoff | Realization Services Inc | (not set) | April 27, 2012 | July 1, 2026 |
| Don | Hankins | Alamo Corporate Group | http://www.linkedin.com/in/don-hankins-0b93b52/ | May 31, 2012 | May 1, 2026 |
| Guy | Knuf | Moss Adams LLP | http://www.linkedin.com/in/guy-knuf-4b8b01122/ | September 27, 2012 | August 1, 2026 |
| James | Marlow | The Malibu Management Group, LLC | (not set) | December 14, 2012 | January 1, 2027 |
| Mehmood | Syed | Syed Brokerage | https://www.linkedin.com/in/mehmood-h-syed-cmaa-3a091626/ | October 1, 2013 | October 1, 2026 |
| Logan | Laux | Verdant Advisers | http://www.linkedin.com/in/logan-laux-verdant/ | October 1, 2013 | September 1, 2026 |
| Colvin | Matheson | Matheson Financial Advisors, Inc. | http://www.linkedin.com/in/colvin-t-matheson-cfa-cmaa-b6b3777 | October 1, 2013 | June 1, 2026 |
| Brian | Wassell | Trout CPA | http://www.linkedin.com/in/brianwassell/ | October 1, 2013 | January 1, 2027 |
| Jeffrey | Wiley | Intyllus Advisors, LLC | http://www.linkedin.com/in/jeffrey-wiley-47701512 | November 5, 2013 | October 1, 2026 |
| Beth | DaSilva | Fleetridge Pacific | http://www.linkedin.com/in/fleetridgepac/ | November 5, 2013 | March 1, 2026 |
| Scott | Zickefoose | Keiter CPA | (not set) | November 5, 2013 | September 1, 2026 |
| Jim | Guenther | Strategic Veterinary Consulting | http://www.linkedin.com/in/jim-guenther-71899211/ | November 6, 2013 | February 1, 2026 |
| Rodrick | Ballard | Jackson Thornton | (not set) | May 21, 2014 | August 1, 2026 |
| Luis | de la prida | The NYBB Group | http://www.linkedin.com/in/ldelaprida | May 22, 2014 | February 1, 2026 |
| John | Leonard | Craftech | http://www.linkedin.com/in/john-leonard-b638a23/ | May 22, 2014 | March 1, 2026 |
| Francis | Brown | Brown Advisory | (not set) | May 22, 2014 | March 1, 2026 |
| Mike | Trabert | Marcum LLP | (not set) | May 22, 2014 | February 1, 2026 |
| Shea | Hancock | The Hancock Firm LLC | http://www.linkedin.com/in/shea-hancock-93261b33/ | May 30, 2014 | July 1, 2026 |
| Steve | Neighbors | Strategic & Operational Solutions | (not set) | June 13, 2014 | March 1, 2026 |
| John | Bly | Aprio | (not set) | July 28, 2014 | July 1, 2026 |
| Jorge | Junquera | United Surety and Indemnity Company (USIC) | https://www.linkedin.com/in/jorge-junquera-0aa9a52/ | October 1, 2014 | December 1, 2026 |
| Carrie | Wisniewski | B D Compliance Associates Inc | http://www.linkedin.com/in/cwisniewski/ | October 1, 2014 | August 1, 2026 |
| Nirmail | Dhaliwal | DC Government | (not set) | October 15, 2014 | December 1, 2026 |
| Paul | Chastant | The Sisung Group | http://www.linkedin.com/in/paul-thomas-chastant-iii-b423b826/ | November 1, 2014 | January 1, 2027 |
| George | Raftopoulos | ROI-Cubed, LLC | http://www.linkedin.com/in/george-raftopoulos-5a84683 | November 1, 2014 | May 1, 2026 |
| David | Cusimano | Emerge Dynamics | http://www.linkedin.com/in/davidcusimano/ | November 1, 2014 | April 1, 2026 |
| Andy | Fertal | Beacon Associates, Inc. | http://www.linkedin.com/in/andrew-fertal-a09a327/ | November 1, 2014 | July 1, 2026 |
| Jim | Bielenberg | James D. Bielenberg, Accountancy Corp | (not set) | November 1, 2014 | February 1, 2026 |
| Aaron | Thomas | Solar Industries, Inc. | https://www.linkedin.com/in/aaron-thomas-9812253/ | December 8, 2014 | September 1, 2026 |
| Bryan | Graiff | Armanino | http://www.linkedin.com/in/bryan-graiff-6b764b12/ | February 4, 2015 | May 1, 2026 |
| Brian | Hastings | Web Tech CFO | http://www.linkedin.com/in/brianhastingswebtechcfo/ | February 4, 2015 | February 1, 2026 |
| Hyung Tai | Lim | Prime Appraisal Co.Ltd. | (not set) | April 15, 2015 | October 1, 2026 |
| Jamison | Rounds | Murphy Business Dakota Lakes/Rounds International | (not set) | April 24, 2015 | October 1, 2026 |
| Stephen | Lewis | Cross Border Strategies LLC | http://www.linkedin.com/in/stephenelewis/ | May 1, 2015 | March 1, 2026 |
| Christopher | Denney | Silvermark CPAs & Advisors | http://www.linkedin.com/inchristopherdenneycpa | May 10, 2015 | 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.