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 | |
|---|---|---|---|---|---|
| Colleen | Migl | Quadros Migl & Crosby PLLC | http://www.linkedin.com/in/cgartner/ | March 12, 2024 | June 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 |
| Edward | Pratesi | Valuation & Transition Strategies, LLC | http://www.linkedin.com/in/ed-pratesi-140b762/ | February 22, 2012 | June 1, 2026 |
| Jonathan | Moore | PKF O'Connor Davies | http://www.linkedin.com/in/jonathanmoorecpa/ | January 31, 2020 | June 1, 2026 |
| Kenneth | Hamner | The Entrepreneur Law Center, P.L. | http://www.linkedin.com/in/ken-hamner-b072776/ | October 6, 2009 | June 1, 2026 |
| William Michael | Dallas | Texcel | http://www.linkedin.com/in/michaeldallascfo | May 31, 2011 | June 1, 2026 |
| Martin | Marshall | BiggsKofford | http://www.linkedin.com/in/mmarshall12 | June 10, 2024 | June 1, 2026 |
| Nathan | Wentworth | Morrissey Goodale LLC | http://www.linkedin.com/in/nwentworth/ | August 19, 2020 | June 1, 2026 |
| Rahsaan | Freeman | Freeman Lundt | http://www.linkedin.com/in/rahsaan-freeman-0614b627/ | August 30, 2020 | June 1, 2026 |
| Lori | Turner-Wilson | RedRover Sales & Marketing Strategy | http://www.linkedin.com/in/redrover/ | August 22, 2020 | June 1, 2026 |
| Yatin | Thakore | TechnologyPark.com | http://www.linkedin.com/in/ythakore/ | August 29, 2020 | June 1, 2026 |
| Brittany | Farrell | Buy and Build Advisors, LLC | https://www.linkedin.com/in/brittany-m-f-83a38145/ | September 25, 2025 | June 1, 2026 |
| Daniela | Sherrets | Lutz | https://www.linkedin.com/in/daniela-sherrets-bb816928/ | November 19, 2025 | June 1, 2026 |
| Derrick | Clarke | Preferred Business Brokers | https://www.linkedin.com/in/derrick-clarke-31a920142 | November 17, 2023 | June 1, 2026 |
| Douglas | Bradley | Capital Stewardship Group, LLC | https://www.linkedin.com/mwlite/profile/me?trk=p_mwlite_feed-secondary_nav | December 14, 2025 | June 1, 2026 |
| Shondale | Seymour | Disruption + Synergy, Inc | (not set) | December 3, 2023 | May 1, 2026 |
| George | Popelka | George M. Popelka Bookkeeping | (not set) | November 13, 2009 | May 1, 2026 |
| John | Sheldon | Excel Global Partners | (not set) | May 7, 2010 | May 1, 2026 |
| Patrick | Lyons | Peak Valuation & Financial Planning, LLC | (not set) | August 17, 2004 | May 1, 2026 |
| Matthew | Vance | VergePointe | (not set) | June 29, 2007 | May 1, 2026 |
| Robert | Machiz | MoneySoft, Inc. | (not set) | March 12, 2017 | May 1, 2026 |
| Vince | Mazzone | Cerity Partners | (not set) | December 9, 2025 | May 1, 2026 |
| Gary | Jack | Allegiance Capital Corporation | (not set) | July 7, 2023 | May 1, 2026 |
| Kevin | Ruth | RU Strategic, LLC dba Westlake Global | (not set) | July 18, 2022 | May 1, 2026 |
| Ray | Carter | Sunbelt Business Advisors | (not set) | July 23, 2021 | May 1, 2026 |
| Georg | von Greiff | (not set) | http://www.linkedin.com/company/abalarisbusinessventures | July 18, 2022 | May 1, 2026 |
| Aaron | Chambers | Boos & Associates, PC | http://www.linkedin.com/in/aarongchambers/ | December 3, 2023 | May 1, 2026 |
| William (Bill) | Bucher | Coastline Health Partners, LLC | http://www.linkedin.com/in/bill-bucher-4938981 | May 3, 2022 | May 1, 2026 |
| Bill | Nicholson | Exit Strategy Advisors, LLC | http://www.linkedin.com/in/billnicholson/ | October 29, 2022 | May 1, 2026 |
| Bryan | Graiff | Armanino | http://www.linkedin.com/in/bryan-graiff-6b764b12/ | February 4, 2015 | May 1, 2026 |
| Denis | Potapov | DGP Capital | http://www.linkedin.com/in/denis-potapov-60950a4/ | June 8, 2022 | May 1, 2026 |
| Derek | Garland | U.S. Bank | http://www.linkedin.com/in/derek-j-garland-cfp®-07723024/ | August 20, 2020 | May 1, 2026 |
| Don | Hankins | Alamo Corporate Group | http://www.linkedin.com/in/don-hankins-0b93b52/ | May 31, 2012 | May 1, 2026 |
| George | Raftopoulos | ROI-Cubed, LLC | http://www.linkedin.com/in/george-raftopoulos-5a84683 | November 1, 2014 | May 1, 2026 |
| Jeffrey | Mann | The Exit Navigator, LLC | http://www.linkedin.com/in/jeffreymanncfo/ | May 25, 2018 | May 1, 2026 |
| Michael | Vaccarella | Wipfli LLP | http://www.linkedin.com/in/michael-l-vaccarella | May 6, 2016 | May 1, 2026 |
| Nolan | Kapp | Allston Advisory Group LLC | http://www.linkedin.com/in/nolan-k-kapp-5b6568b/ | March 4, 2016 | May 1, 2026 |
| Peter | Clarke | BaldwinClarke | http://www.linkedin.com/in/peter-clarke-52b28a23/ | April 27, 2018 | May 1, 2026 |
| Taylor | Devine | The CDI Group | http://www.linkedin.com/in/taylor-devine-09a19b/ | May 6, 2008 | May 1, 2026 |
| Tom | Hewitt | Rehmann | http://www.linkedin.com/in/tomhewitt/ | October 23, 2015 | May 1, 2026 |
| Vasilis | Georgiou | CrossRoads Business Brokers | http://www.linkedin.com/in/vasilisgeorgiou/ | October 31, 2018 | May 1, 2026 |
| Richard | Weiner | AAFCPAs | http://www.linkedin.com/me | July 5, 2023 | May 1, 2026 |
| Daniel | Spann | Barge Design Solutions, Inc | https://www.linkedin.com/in/daniel-j-spann-pe-ptoe-8628a35b/ | November 11, 2025 | May 1, 2026 |
| George | Barsom | Auxo Capital Advisors | https://www.linkedin.com/in/george-barsom/ | (not set) | May 1, 2026 |
| Jeffrey | Harris | Soltis Investment Advisors | https://www.linkedin.com/in/jeffrey-harris-cmaa-mba-30a805a/ | July 3, 2023 | May 1, 2026 |
| Jessica | Seff | Statesman Corporate Finance, LLC | https://www.linkedin.com/in/jessica-seff-cfa-3657a323/ | June 18, 2019 | May 1, 2026 |
| Linda | Hammons | solidCore CFO | https://www.linkedin.com/in/lindahammonscfo/ | (not set) | May 1, 2026 |
| Hector M. | Gutierrez Gonzalez | CJ CPA Group | https://www.linkedin.com/in/ gutierrezhectorm | (not set) | May 1, 2026 |
| Alexander | Nelson | Edgewater Books | https://www.linkedin.com/in/alexanderjnelson | (not set) | May 1, 2026 |
| Erica | Wilson | BrightCore | (not set) | July 27, 2023 | April 1, 2026 |
Questions related to the CM&AA® Directory should be directed to the AM&AA at
info@amaaonline.com or 312-856-9590.