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 | |
|---|---|---|---|---|---|
| Nolan | Kapp | Allston Advisory Group LLC | http://www.linkedin.com/in/nolan-k-kapp-5b6568b/ | March 4, 2016 | May 1, 2026 |
| Andrew | Karp | Hylant | (not set) | (not set) | November 1, 2025 |
| Barry | Kasoff | Realization Services Inc | (not set) | April 27, 2012 | July 1, 2026 |
| Shauna | Kastle | Goodwill Industries of New Mexico | https://www.linkedin.com/in/shauna-kastle/ | November 19, 2023 | October 1, 2025 |
| Deirdre | Keane | PKF O’Connor Davies | (not set) | (not set) | October 1, 2025 |
| Steve | Keck | Five Talents Financial Group | (not set) | October 1, 2010 | June 1, 2026 |
| Jonathan | Kim | PKF O’Connor Davies | (not set) | (not set) | October 1, 2025 |
| Melissa | King | Boyum Barenscheer PLLP | (not set) | November 27, 2023 | October 1, 2025 |
| Bill | King | Velocity SBA | http://www.linkedin.com/in/TheSBAKing | April 8, 2023 | January 1, 2026 |
| Noemi | Kinsey | Blue River Financial Group, Inc. | http://www.linkedin.com/in/noemi-kinsey-466a2990/ | April 18, 2023 | March 1, 2026 |
| Melissa | Koehler | Koehler Accounting | http://www.linkedin.com/in/melissa-koehler-cpa-tax/ | July 28, 2021 | July 1, 2026 |
| Oksana | Komarnyckyj | Northern Trust | http://www.linkedin.com/in/oksanakomarnyckyj/ | March 3, 2018 | November 1, 2025 |
| Gerald | Kong | Trinity Transaction Advisory, LLC | http://www.linkedin.com/in/gerald-kong-6638295/ | March 10, 2017 | August 1, 2026 |
| Stuart | Krahn | Krahn Capital Group, LLC | http://www.linkedin/in/stuartkrahn | May 2, 2021 | March 1, 2026 |
| Mike | Kreiger | Transworld Business Advisors of Colorado | (not set) | September 23, 2024 | September 1, 2025 |
| Bob | Kroll | Kroll Capital | (not set) | December 24, 2020 | February 1, 2026 |
| Paula | Kruger | White Rock Business Advisors | http://www.linkedin.com/feed/ | November 10, 2021 | January 1, 2026 |
| Sankalp | Kumar | Eagle-Eye Consulting LLC | https://www.linkedin.com/in/sankalp2025/ | December 1, 2025 | December 1, 2026 |
| Jim | Kuykendall | IBG Fox & Fin | http://www.linkedin.com/in/james-kuykendall-jd-mba-cmaa-a9058311/ | February 3, 2019 | February 1, 2026 |
| Yong | Kwon | LEK Partners / Provest Partners | http://www.linkedin.com/in/yong-seok-kwon-7a549724/ | June 2, 2017 | April 1, 2026 |
| Michael | Landers | UHY LLP | https://www.linkedin.com/in/michael-landers-3646358/ | April 14, 2024 | March 1, 2026 |
| Julie | La Pata | J.Taylor & Associates, LLC | http://www.linkedin.com/in/julie-la-pata-cpa-b1883872/ | May 25, 2021 | February 1, 2026 |
| Logan | Laux | Verdant Advisers | http://www.linkedin.com/in/logan-laux-verdant/ | October 1, 2013 | September 1, 2025 |
| Omar | Le Blanc | Elan Zaak, LLC | http://www.linkedin.com/in/omar-leblanc-545578a6/ | October 11, 2018 | January 1, 2026 |
| Ethan | Lee | Hemming Morse | http://www.linkedin.com/in/ethanleecpa | September 17, 2022 | July 1, 2026 |
| Carli | Lehr | Brown Plus Transitions | https://www.linkedin.com/in/carlilehr/ | November 23, 2023 | September 1, 2025 |
| John | Leonard | Craftech | http://www.linkedin.com/in/john-leonard-b638a23/ | May 22, 2014 | March 1, 2026 |
| Nicholas | Leone | Schneider Downs & Co., Inc. | (not set) | June 8, 2024 | April 1, 2026 |
| Michael | Lewis | Wellington Charles Advisors, LLC | http://www.linkedin.com/in/michael-lewis-6a090643 | November 30, 2021 | November 1, 2025 |
| Stephen | Lewis | Cross Border Strategies LLC | http://www.linkedin.com/in/stephenelewis/ | May 1, 2015 | March 1, 2026 |
| Hyung Tai | Lim | Prime Appraisal Co.Ltd. | (not set) | April 15, 2015 | October 1, 2025 |
| Michael | Lipschutz | Kreischer Miller & Company | (not set) | July 14, 2023 | August 1, 2026 |
| Elijah | Liske | Liske & Brunner CPAs LLC | (not set) | January 5, 2024 | September 1, 2025 |
| William | Loftis | Blue River Financial Group, Inc. | http://www.linkedin.com/in/william-loftis-2a3a656/ | March 28, 2012 | March 1, 2026 |
| Veronica | Longan | Altivis Partners | https://www.linkedin.com/in/veronicaxuanwu/ | November 29, 2025 | November 29, 2026 |
| Jeffrey | Lookup | Morrissey Goodale LLC | http://www.linkedin.com/in/jeffrey-lookup-a75a527/ | March 21, 2017 | February 1, 2026 |
| Andrew | Lorimer | BMSS, LLC | https://www.linkedin.com/in/andrew-lorimer-cpa-68470a1b6/ | November 14, 2025 | November 14, 2026 |
| Cary | Lucas | Tiger Wealth Strategies, LLC | (not set) | (not set) | October 1, 2025 |
| Cynthia | Luna | Moonshot Financial Group | http://www.linkedin.com/in/cynthia-luna | March 20, 2024 | April 1, 2026 |
| William | Lundt | Freeman Lundt | http://www.linkedin.com/in/scott-lundt-66baba175/ | August 20, 2020 | July 1, 2026 |
| Kelly | Lusson | Pursant, LLC | (not set) | December 1, 2023 | September 1, 2025 |
| Abby | Lyons | Garnett Station Partners | (not set) | (not set) | March 1, 2026 |
| Patrick | Lyons | Peak Valuation & Financial Planning, LLC | (not set) | August 17, 2004 | May 1, 2026 |
| Kevin | Maahs | Vertess Advisors, LLC | (not set) | (not set) | September 1, 2025 |
| Robert | Machiz | MoneySoft, Inc. | (not set) | March 12, 2017 | May 1, 2026 |
| Mitchell | Mafra | PSMJ Resources, Inc. | (not set) | (not set) | April 1, 2026 |
| Alexander | Maggi | Flyp | https://www.linkedin.com/in/alexandermaggi/ | May 26, 2024 | November 1, 2025 |
| Jeffrey | Mann | The Exit Navigator, LLC | http://www.linkedin.com/in/jeffreymanncfo/ | May 25, 2018 | May 1, 2026 |
| Kenneth | Marks | High Rock Partners Inc | http://www.linkedin.com/in/khmarks | December 19, 2006 | August 1, 2026 |
| Sarah | Marks | VERTESS Healthcare Advisors | http://www.linkedin.com/in/sarah-marks-39b81a128 | (not set) | 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.