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 | |
|---|---|---|---|---|---|
| Erik | Konicki | 414 Capital | http://www.linkedin.com/in/konicki/ | March 19, 2016 | July 1, 2026 |
| Jonathan | DeLine | Scout Advisors | http://www.linkedin.com/in/jondeline/ | November 10, 2021 | July 1, 2026 |
| John | Erkert | IPEG Industrial Group | http://www.linkedin.com/in/john-erkert-9678077/ | September 23, 2016 | July 1, 2026 |
| Gregory | Carlson | Boyum Barenscheer PLLP | http://www.linkedin.com/in/gregory-carlson-cpa-899ba550/ | August 29, 2020 | July 1, 2026 |
| Ethan | Lee | Hemming Morse | http://www.linkedin.com/in/ethanleecpa | September 17, 2022 | July 1, 2026 |
| David | Prowse | Velorum Business Advisory | http://www.linkedin.com/in/davidprowsetoronto/ | August 24, 2020 | July 1, 2026 |
| Connor | Cruse | VERTESS | http://www.linkedin.com/in/connor-cruse-32aaa1100/ | November 22, 2023 | July 1, 2026 |
| Andy | Fertal | Beacon Associates, Inc. | http://www.linkedin.com/in/andrew-fertal-a09a327/ | November 1, 2014 | July 1, 2026 |
| Angela | Breznay | Border States | (not set) | September 26, 2024 | July 1, 2026 |
| Adam | Sidor | Strategex | (not set) | October 5, 2025 | July 1, 2026 |
| John | Bly | Aprio | (not set) | July 28, 2014 | July 1, 2026 |
| Doug | Briskie | 0dB Advisory, LLC | (not set) | November 5, 2017 | July 1, 2026 |
| Megan | Hammann | PNC Bank | (not set) | March 2, 2018 | July 1, 2026 |
| Barry | Kasoff | Realization Services Inc | (not set) | April 27, 2012 | July 1, 2026 |
| Tom | McBrearty | Rock Hall Partners, LLC | https://www.linkedin.com/in/tmcbrearty | December 17, 2025 | August 1, 2026 |
| Thaddeus | Thompson | Leland Healthcare Advisors & Consultants | https://www.linkedin.com/in/thaddeus-thompson/ | (not set) | August 1, 2026 |
| Steve | McAdams | Zweig Group | https://www.linkedin.com/in/stevemcadams-pe | November 10, 2025 | August 1, 2026 |
| Phil | Paret | Rize Global Partners | https://www.linkedin.com/in/philparet/ | (not set) | August 1, 2026 |
| Paula | Smithers | FedCom Advisory Group | https://www.linkedin.com/in/paula-smithers-cpa-2aba18a/ | October 15, 2025 | August 1, 2026 |
| Overton | Ragland | Keiter CPA | https://www.linkedin.com/in/overtonragland/ | September 13, 2024 | August 1, 2026 |
| Naru | Aoyama | konica Minolta Business Solutions U.S.A. | https://www.linkedin.com/in/naru-aoyama-81459b11b/ | (not set) | August 1, 2026 |
| Matt | Slawson | Rose Paving, LLC | https://www.linkedin.com/in/mattslawson/ | November 8, 2025 | August 1, 2026 |
| Mark | Birmingham | Rock Hall Partners, LLC | https://www.linkedin.com/in/mark-birmingham4/ | December 17, 2025 | August 1, 2026 |
| Maria Elena | Carrion | Multicultural Capital LLC | https://www.linkedin.com/in/maria-elena-carrion-6b09369 | September 23, 2016 | August 1, 2026 |
| Katie | Fleming | Owner Actions, Inc. | https://www.linkedin.com/in/katiemfleming/ | (not set) | August 1, 2026 |
| Joel | Redmond | Key Bank | https://www.linkedin.com/in/jtredmond/ | July 18, 2022 | August 1, 2026 |
| Jim | DeShayes | Transworld Business Advisors of Colorado | https://www.linkedin.com/in/jim-deshayes-675a4b4/ | September 18, 2024 | August 1, 2026 |
| Jay | Lohman | Lohman Company,PLLC | https://www.linkedin.com/in/jaylohman/ | (not set) | August 1, 2026 |
| Jaire | Ruffin | (not set) | https://www.linkedin.com/in/jaireruffin-mba/ | October 9, 2025 | August 1, 2026 |
| Jerry | Butz | TREP Advisors | https://www.linkedin.com/in/gerold-butz-bb41aa26b/ | (not set) | August 1, 2026 |
| Drent | Shields | Cherry Bekaert, LLP | https://www.linkedin.com/in/drent-shields-053b493/ | October 16, 2022 | August 1, 2026 |
| Christine | Marshall | SD Capital | https://www.linkedin.com/in/christinejmarshall/ | (not set) | August 1, 2026 |
| Brian | Agnew | Volition | BAS+ | https://www.linkedin.com/in/brianaagnew/ | November 28, 2023 | August 1, 2026 |
| Andrew | Lorimer | BMSS, LLC | https://www.linkedin.com/in/andrew-lorimer-cpa-68470a1b6/ | November 14, 2025 | August 1, 2026 |
| Wayne | Pigott | SD Capital | http://www.linkedin.com/in/wayne-pigott-24938a51/ | November 16, 2023 | August 1, 2026 |
| Tom | Springer | SD Capital | http://www.linkedin.com/in/tom-springer | October 29, 2018 | August 1, 2026 |
| Stuart | Lawson | SD Capital | http://www.linkedin.com/in/stu-lawson-21494a3/ | October 29, 2018 | August 1, 2026 |
| Ryan | Goral | G-Spire Group | http://www.linkedin.com/in/ryan-goral/ | November 19, 2021 | August 1, 2026 |
| Rosco | Graves | Polaxis | http://www.linkedin.com/in/roscograves/ | November 28, 2022 | August 1, 2026 |
| Patrick | Walsh | Skoda Minotti | http://www.linkedin.com/in/patrickwalsh14/ | September 20, 2019 | August 1, 2026 |
| Malinda | Passmore | Maximum Possibilities | http://www.linkedin.com/in/mindypassmorecfo/ | September 17, 2022 | August 1, 2026 |
| Mark | Underhill | BMSS, LLC | http://www.linkedin.com/in/mark-underhill-cpa-94156918 | September 22, 2019 | August 1, 2026 |
| Kenneth | Marks | High Rock Partners Inc | http://www.linkedin.com/in/khmarks | December 19, 2006 | August 1, 2026 |
| Ken | Saddler | Blueprint Business Advisory | http://www.linkedin.com/in/kensaddler/ | November 29, 2022 | August 1, 2026 |
| John | Earll | Management Vision, P.C. | http://www.linkedin.com/in/john-j-earll-01a2ba12/ | August 27, 2020 | August 1, 2026 |
| Guy | Knuf | Moss Adams LLP | http://www.linkedin.com/in/guy-knuf-4b8b01122/ | September 27, 2012 | August 1, 2026 |
| Gerald | Kong | Trinity Transaction Advisory, LLC | http://www.linkedin.com/in/gerald-kong-6638295/ | March 10, 2017 | August 1, 2026 |
| Gary | Curran | Corporate Finance Associates Worldwide | http://www.linkedin.com/in/garycurran/ | December 17, 2020 | August 1, 2026 |
| Edwin | Mysogland | Indiana Business Advisors, LLC | http://www.linkedin.com/in/edmysogland/ | December 2, 2023 | August 1, 2026 |
| Carrie | Wisniewski | B D Compliance Associates Inc | http://www.linkedin.com/in/cwisniewski/ | October 1, 2014 | August 1, 2026 |
Questions related to the CM&AA® Directory should be directed to the AM&AA at
info@amaaonline.com or 312-856-9590.
