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 | |
|---|---|---|---|---|---|
| Patrick | Walsh | Skoda Minotti | http://www.linkedin.com/in/patrickwalsh14/ | September 20, 2019 | August 1, 2026 |
| Andrew | Fulford | Eu & Phi Advisors | http://www.linkedin.com/in/afulford/ | June 22, 2019 | February 1, 2026 |
| Jessica | Seff | Statesman Corporate Finance, LLC | https://www.linkedin.com/in/jessica-seff-cfa-3657a323/ | June 18, 2019 | May 1, 2026 |
| Brad | Minor | Blue & Co., LLC | (not set) | June 15, 2019 | June 1, 2026 |
| Allen | Crouch | Strategic Growth Advisors, LLC | http://www.linkedin.com/in/allen-crouch-67631b15/ | June 14, 2019 | August 1, 2026 |
| Boyd | Burton | Speedwell Monaco, Inc. | https://www.linkedin.com/in/boyd-burton-mba-cmaa-82074819/ | June 14, 2019 | April 1, 2026 |
| David | Routzahn | Hempstead & Co. Inc. | (not set) | May 10, 2019 | June 1, 2026 |
| Peter | Flippen | IEI Advisors | http://www.linkedin.com/in/peter-flippen-55636a1/ | May 6, 2019 | October 1, 2026 |
| Leighton | Gibson | PwC | http://www.linkedin.com/in/leighton-gibson-067b4278/ | May 5, 2019 | April 1, 2026 |
| Eric | Heath | Bluejay Advisors | https://www.linkedin.com/in/ericheath06/0 | February 4, 2019 | November 1, 2026 |
| Jim | Kuykendall | IBG Fox & Fin | http://www.linkedin.com/in/james-kuykendall-jd-mba-cmaa-a9058311/ | February 3, 2019 | February 1, 2026 |
| Jeff | Neumeister | Neumeister & Associates, LLP | http://www.linkedin.com/in/ForensicAcct | February 1, 2019 | February 1, 2026 |
| Rhys | Dekle | Strategic Alternatives LLC | http://www.linkedin.com/in/rhysdekle/ | February 1, 2019 | February 1, 2026 |
| Vasilis | Georgiou | CrossRoads Business Brokers | http://www.linkedin.com/in/vasilisgeorgiou/ | October 31, 2018 | May 1, 2026 |
| Stuart | Lawson | SD Capital | http://www.linkedin.com/in/stu-lawson-21494a3/ | October 29, 2018 | August 1, 2026 |
| Tom | Springer | SD Capital | http://www.linkedin.com/in/tom-springer | October 29, 2018 | August 1, 2026 |
| Brendan | Hollis | Aldrich CPAs + Advisors LLP | http://www.linkedin.com/in/brendanholliscpaaldrich/ | October 28, 2018 | August 1, 2026 |
| Jeanette | Jordan | Withum | http://www.linkedin.com/in/jeanette-emmons-jordan-21920212/ | October 2, 2018 | September 1, 2026 |
| Carol | Frank | BirdsEye Advisory Group, LLC | http://www.linkedin.com/in/carol-frank-boulder/ | October 1, 2018 | April 1, 2026 |
| Bill | Wiersema | Miller Cooper & Co., Ltd. | http://www.linkedin.com/in/bill-wiersema-0835287 | September 30, 2018 | March 1, 2026 |
| Lisa | Clifford | Callan Family Office | http://www.linkedin.com/in/lclifford/ | September 30, 2018 | March 1, 2026 |
| Craig | Beck | Beyond CFO | http://www.linkedin.com/in/craig-beck-900089120/ | September 28, 2018 | November 1, 2026 |
| Sridhar | Gurram | SRG Advisors LLC | http://www.linkedin.com/in/sridhar-g-2545801b0/ | September 28, 2018 | March 1, 2026 |
| David | Smith | Smith Patrick CPAs | (not set) | May 25, 2018 | April 1, 2026 |
| Jeffrey | Mann | The Exit Navigator, LLC | http://www.linkedin.com/in/jeffreymanncfo/ | May 25, 2018 | May 1, 2026 |
| Hitesh | Patel | Transworld Business Advisors | http://www.linkedin.com/in/hiteshpateltransworld/ | May 5, 2018 | February 1, 2026 |
| Sarah | Sparling | Blue River Financial Group, Inc. | http://www.linkedin.com/in/sarah-blueriver | May 1, 2018 | March 1, 2026 |
| Sara | Clevenger | Blue River Financial Group, Inc. | (not set) | April 29, 2018 | March 1, 2026 |
| Andrew | Miller | MPL Law Firm | (not set) | April 27, 2018 | June 1, 2026 |
| Peter | Clarke | BaldwinClarke | http://www.linkedin.com/in/peter-clarke-52b28a23/ | April 27, 2018 | May 1, 2026 |
| Scott | Sharp | S.Lawrence & Co. | https://www.linkedin.com/in/scottlsharp/ | April 27, 2018 | September 1, 2026 |
| Allan | Smart | Monteca Group | http://www.linkedin.com/in/allansmart | March 3, 2018 | December 1, 2026 |
| Kevin | Campbell | B2B CFO | http://www.linkedin.com/in/kevincampbellb2bcfo | March 3, 2018 | February 1, 2026 |
| Oksana | Komarnyckyj | Northern Trust | http://www.linkedin.com/in/oksanakomarnyckyj/ | March 3, 2018 | November 1, 2026 |
| Megan | Hammann | PNC Bank | (not set) | March 2, 2018 | July 1, 2026 |
| Doug | Briskie | 0dB Advisory, LLC | (not set) | November 5, 2017 | July 1, 2026 |
| Richard | Curry | ST Facility Maintenance Consulting, LLC | http://www.linkedin.com/in/richard-curry-5170546/ | October 30, 2017 | October 1, 2026 |
| Lindsey | Wendler | 414 Capital | (not set) | October 27, 2017 | September 1, 2026 |
| Andrew | Tomat | Four Pillars, Inc. | http://www.linkedin.com/in/andytomat/ | October 27, 2017 | September 1, 2026 |
| Jason | Vetter | Eide Bailly LLP | (not set) | September 17, 2017 | September 1, 2026 |
| Albert | Hakim | Kensington Company & Affiliates, Inc. | http://www.linkedin.com/in/alberthakim/ | September 15, 2017 | March 1, 2026 |
| Yong | Kwon | LEK Partners / Provest Partners | http://www.linkedin.com/in/yong-seok-kwon-7a549724/ | June 2, 2017 | April 1, 2026 |
| Jeffrey | Getty | Callan Family Office | http://www.linkedin.com/in/jtgetty | May 16, 2017 | February 1, 2026 |
| Seth | Gordon | Sink, Gordon & Associates, LLP | http://www.linkedin.com/in/seth-gordon-b8930814/ | May 15, 2017 | April 1, 2026 |
| Stephen | Capizzi | Apex Exit Advisors, LLC | http://www.linkedin.com/in/stephencapizzi | May 12, 2017 | February 1, 2026 |
| Jeffrey | Lookup | Morrissey Goodale LLC | http://www.linkedin.com/in/jeffrey-lookup-a75a527/ | March 21, 2017 | February 1, 2026 |
| Robert | Machiz | MoneySoft, Inc. | (not set) | March 12, 2017 | May 1, 2026 |
| Gerald | Kong | Trinity Transaction Advisory, LLC | http://www.linkedin.com/in/gerald-kong-6638295/ | March 10, 2017 | August 1, 2026 |
| Jerron | Green | Wells Fargo Advisors, LLC | http://www.linkedin.com/in/jerron-green-cfp-cima-85aa17b8/ | March 5, 2017 | February 1, 2026 |
| Jim | Eshleman | Strategic Endeavors LLC | http://www.linkedin.com/in/jim-eshleman-25885411/ | March 5, 2017 | December 1, 2026 |
Questions related to the CM&AA® Directory should be directed to the AM&AA at
info@amaaonline.com or 312-856-9590.