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 | |
|---|---|---|---|---|---|
| Trae | Zablan | BMSS, LLC | https://www.linkedin.com/in/trae-zablan-cpa-cmaa-cgma-0b479449/ | July 18, 2022 | March 1, 2026 |
| Joel | Redmond | Key Bank | https://www.linkedin.com/in/jtredmond/ | July 18, 2022 | August 1, 2026 |
| David Estuardo | Trujillo | Sunbelt Business Advisors | https://www.linkedin.com/in/estuardo-trujillo-99121417 | July 18, 2022 | April 1, 2026 |
| Moe | Hassan | Transworld Business Advisors | http://www.linkedin.com/in/moe-hassan-16634a64/ | July 18, 2022 | April 1, 2026 |
| Mark | Mroczkowski | Merger Solution | http://www.linkedin.com/in/markmroczkowski/ | July 18, 2022 | April 1, 2026 |
| Georg | von Greiff | (not set) | http://www.linkedin.com/company/abalarisbusinessventures | July 18, 2022 | May 1, 2026 |
| Ami | Biligiri | Amaran Consulting | http://linkedin.com/in/amibiligiricfo | July 18, 2022 | March 1, 2026 |
| Marshall | Olney | Buchalter | (not set) | July 18, 2022 | March 1, 2026 |
| Jeffrey | Shannon | Mission PE | (not set) | July 18, 2022 | April 1, 2026 |
| Kevin | Ruth | RU Strategic, LLC dba Westlake Global | (not set) | July 18, 2022 | May 1, 2026 |
| Clarence | Stone | California Equity Group | (not set) | July 18, 2022 | January 1, 2027 |
| Scott | McKenzie | Baker Newman Noyes | https://www.linkedin.com/in/scottamckenzie/ | July 31, 2022 | September 1, 2026 |
| Malinda | Passmore | Maximum Possibilities | http://www.linkedin.com/in/mindypassmorecfo/ | September 17, 2022 | August 1, 2026 |
| Ethan | Lee | Hemming Morse | http://www.linkedin.com/in/ethanleecpa | September 17, 2022 | July 1, 2026 |
| Brian | Matthews | Schneider Downs & Co., Inc. | https://www.linkedin.com/in/brian-matthews-83508ba/ | September 22, 2022 | March 1, 2026 |
| Drent | Shields | Cherry Bekaert, LLP | https://www.linkedin.com/in/drent-shields-053b493/ | October 16, 2022 | August 1, 2026 |
| Bill | Nicholson | Exit Strategy Advisors, LLC | http://www.linkedin.com/in/billnicholson/ | October 29, 2022 | May 1, 2026 |
| Joseph | Wik | Policastro & Associates, LLC | https://www.linkedin.com/in/joewik | November 22, 2022 | July 1, 2026 |
| Robert | Hartman | Western M&A Advisory | http://www.linkedin.com/in/robjhartman/ | November 22, 2022 | September 1, 2026 |
| Chris | Ayers | Cornerstone Business Services | http://www.linkedin.com/in/ayerschris/ | November 22, 2022 | September 1, 2026 |
| Jeffrey | Goldman | PKF O'connor Davies | (not set) | November 22, 2022 | August 1, 2026 |
| Lori | Van Dyke | Riverview Advisory Group | (not set) | November 22, 2022 | September 1, 2026 |
| Rosco | Graves | Polaxis | http://www.linkedin.com/in/roscograves/ | November 28, 2022 | August 1, 2026 |
| Ken | Saddler | Blueprint Business Advisory | http://www.linkedin.com/in/kensaddler/ | November 29, 2022 | August 1, 2026 |
| David | Ford | Ford Law & Advisory, LLC | (not set) | November 29, 2022 | June 1, 2026 |
| Matthew | Sprague | Hedman M&A Advisors | https://www.linkedin.com/in/matthewspraguecpa | December 12, 2022 | July 1, 2026 |
| Manuel | Chalbaud Castellanos | Chalbaud & Co | https://www.linkedin.com/pub/dir/Manuel/Chalbaud | December 12, 2022 | July 1, 2026 |
| Jeffrey | Potts | Gold Country Advisors, Inc. | https://www.linkedin.com/in/jeffrey-potts-39b9b16/ | December 12, 2022 | October 1, 2026 |
| Joseph | Sexton | American Healthcare Capital | http://www.linkedin.com/in/healthcaredealmaker/ | December 12, 2022 | September 1, 2026 |
| Daniel | Yoo | PBMares | http://www.linkedin.com/in/danielhyoo/ | December 12, 2022 | October 1, 2026 |
| Chierno | Skinner | Ocean Bank | (not set) | December 12, 2022 | September 1, 2026 |
| John | DeLillo | MDJ Advisors | (not set) | December 12, 2022 | October 1, 2026 |
| Alex | Ristevski | Truist | (not set) | December 22, 2022 | September 1, 2026 |
| Zack | Zimmerman | National Business Valuation, LLC | (not set) | December 31, 2022 | August 1, 2026 |
| Steven | Young | UBS Financial Services Inc. | http://www.linkedin.com/in/stevenyoungubs | April 2, 2023 | February 1, 2026 |
| Richard | Strautman | Stony Hill Advisors | http://www.linkedin.com/in/richard-strautman-5886154 | April 2, 2023 | February 1, 2026 |
| Pratik | Mehta | Pratik Mehta Professional Corporation | http://www.linkedin.com/in/pratik-mehta-cpa-ca-macc-433906b2 | April 2, 2023 | January 1, 2027 |
| Rileyann | Sexton | Scott CPAs | (not set) | April 12, 2023 | January 1, 2027 |
| Mark | Scott | Scott CPAs | (not set) | April 12, 2023 | January 1, 2027 |
| Nerre | Shuriah | First Citizens Wealth Management | https://www.linkedin.com/in/nerre-shuriah-j-d-ll-m-cmaa-2850484/ | April 15, 2023 | February 1, 2026 |
| Ed | Barone | Evergreen Wealth Solutions | https://www.linkedin.com/in/ed-barone-cbec-/ | April 16, 2023 | January 1, 2027 |
| Noemi | Kinsey | Blue River Financial Group, Inc. | http://www.linkedin.com/in/noemi-kinsey-466a2990/ | April 18, 2023 | March 1, 2026 |
| Evan | Haigh | Blue River Financial Group, Inc. | (not set) | April 18, 2023 | March 1, 2026 |
| William | Doroh | Agreeance LLC | http://www.linkedin.com/in/william-doroh-999639/ | April 20, 2023 | October 1, 2026 |
| Rick | Thomas | First Generation Advisors | http://www.linkedin.com/in/richardpiercethomas | April 20, 2023 | September 1, 2026 |
| Peter | Hong Huynh | FulcrumBridge International | (not set) | April 20, 2023 | February 1, 2026 |
| Kevin | Williams | Cumulus Services LLC | http://www.linkedin.com/in/kevindwill/ | April 21, 2023 | February 1, 2026 |
| Tim | Whipple | HUB Commercial (Sunbelt) | http://www.linkedin.com/in/twhipple/ | April 22, 2023 | February 1, 2026 |
| Patrick | Sullivan | Connecticut Wealth Management, LLC | (not set) | April 23, 2023 | February 1, 2026 |
| Doug | Semple | First Citizens Bank | (not set) | April 27, 2023 | 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.