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 | |
|---|---|---|---|---|---|
| Bruce | Fraley | Bison Fund Management | (not set) | May 6, 2023 | March 1, 2026 |
| William | Thomson | Milestone Financial Engineers, LLC | http://www.linkedin.com/in/bj-thomson-36762026/ | May 7, 2023 | March 1, 2026 |
| Jessie | Naor | Sunrise Skies LLC | http://www.linkedin.com/in/jessienaor/ | May 13, 2023 | April 1, 2026 |
| Michael | Still | B2B CFO | (not set) | May 16, 2023 | March 1, 2026 |
| Rick | Simonsen | Moss Adams LLP | http://www.linkedin.com/in/rick-simonsen-9a561734/ | May 21, 2023 | March 1, 2026 |
| Pete | Miller | Clark Nuber | https://www.linkedin.com/in/pete-miller-b0b5a02/ | May 26, 2023 | March 1, 2026 |
| Chris | Baxter | Clark Nuber | (not set) | June 6, 2023 | March 1, 2026 |
| Ernesto | Bent | White Knight Acquisitions | http://www.linkedin.com/in/ernestobent/ | July 2, 2023 | April 1, 2026 |
| Jeffrey | Harris | Soltis Investment Advisors | https://www.linkedin.com/in/jeffrey-harris-cmaa-mba-30a805a/ | July 3, 2023 | May 1, 2026 |
| Richard | Weiner | AAFCPAs | http://www.linkedin.com/me | July 5, 2023 | May 1, 2026 |
| Chris | Springfield | Springfield Strategies | http://www.linkedin.com/in/chris-springfield/ | July 5, 2023 | April 1, 2026 |
| John | Rogers | The Bonadio Group | (not set) | July 6, 2023 | April 1, 2026 |
| Jose | Aquino | Targa Advisors | http://www.linkedin.com/in/joseaquino/ | July 7, 2023 | April 1, 2026 |
| Daniel | McMahon | Integrated Growth Advisors | http://www.linkedin.com/in/danmcmahoncpa/ | July 7, 2023 | March 1, 2026 |
| Gary | Jack | Allegiance Capital Corporation | (not set) | July 7, 2023 | May 1, 2026 |
| Kevin | McMillan | McMillan Consulting Group Inc | (not set) | July 10, 2023 | April 1, 2026 |
| Michael | Lipschutz | Kreischer Miller & Company | (not set) | July 14, 2023 | August 1, 2026 |
| Erica | Wilson | BrightCore | (not set) | July 27, 2023 | April 1, 2026 |
| Mario | Rodriguez-Diaz | INVERVALUE COLOMBIA SA | http://www.linkedin.com/in/mariord/ | July 31, 2023 | April 1, 2026 |
| Wayne | Pigott | SD Capital | http://www.linkedin.com/in/wayne-pigott-24938a51/ | November 16, 2023 | August 1, 2026 |
| Rebecka | Talley | SD Capital | (not set) | November 16, 2023 | August 1, 2026 |
| Derrick | Clarke | Preferred Business Brokers | https://www.linkedin.com/in/derrick-clarke-31a920142 | November 17, 2023 | June 1, 2026 |
| Jesse | Jones | Fourscore Business Law | (not set) | November 18, 2023 | September 1, 2026 |
| Will | Hogsett | NGage Strategic Capital | http://www.linkedin.com/in/will-hogsett-5684481b2/ | November 19, 2023 | February 1, 2026 |
| Tiffani | Anderson | Goodwill Industries of New Mexico | http://www.linkedin.com/in/tiffani-anderson-705225268 | November 19, 2023 | October 1, 2026 |
| Tom | Downey | Goodwill Industries of New Mexico | (not set) | November 19, 2023 | October 1, 2026 |
| Ivan | Garcia | Azul CFOs & Advisors | https://www.linkedin.com/in/ivangarcia1/ | November 20, 2023 | October 1, 2026 |
| Jeff | Adams | Stambaugh Ness | http://www.linkedin.com/in/jeffreysadamscpa/ | November 20, 2023 | October 1, 2026 |
| Christine | Hollinden | Hollinden | inbound + strategists | http://www.linkedin.com/in/christinehollinden/ | November 20, 2023 | January 1, 2027 |
| Nathan | Willis | Transworld Business Advisors of Colorado | (not set) | November 20, 2023 | October 1, 2026 |
| Connor | Cruse | VERTESS | http://www.linkedin.com/in/connor-cruse-32aaa1100/ | November 22, 2023 | July 1, 2026 |
| Carli | Lehr | Brown Plus Transitions | https://www.linkedin.com/in/carlilehr/ | November 23, 2023 | September 1, 2026 |
| Brian | Barnthouse | ECG Management Consultants | https://www.linkedin.com/in/brian-barnthouse-04115943/ | November 26, 2023 | September 1, 2026 |
| Taylor | Frame | CCMG Capital Partners | (not set) | November 26, 2023 | August 1, 2026 |
| Jeff | Davis | Kimberly Advisors | https://www.linkedin.com/in/jeffdavis- | November 27, 2023 | September 1, 2026 |
| Melissa | King | Boyum Barenscheer PLLP | (not set) | November 27, 2023 | October 1, 2026 |
| Benjamin | Rich | Rich Growth Consulting | https://www.linkedin.com/in/ben-rich-growth-expert | November 28, 2023 | September 1, 2026 |
| Brian | Agnew | Volition | BAS+ | https://www.linkedin.com/in/brianaagnew/ | November 28, 2023 | August 1, 2026 |
| Brian | Squires | Blackmon Mooring & BMS CAT | http://www.linkedin.com/in/brianhsquires | November 28, 2023 | June 1, 2026 |
| Gregory | McGuire | Louis Plung & Company | https://www.linkedin.com/in/greg-mcguire-cpa-cmaa-2411b3a8/ | November 29, 2023 | October 1, 2026 |
| Brennan | Peck | BMSS, LLC | (not set) | November 30, 2023 | October 1, 2026 |
| Jay | Galasso | Beacon Equity Advisors, Inc. | http://linkedin.com/in/jaygalasso | December 1, 2023 | November 1, 2026 |
| Kelly | Lusson | Pursant, LLC | (not set) | December 1, 2023 | September 1, 2026 |
| Tom | Schumacher | Bakke Norman SC | (not set) | December 1, 2023 | October 1, 2026 |
| Bruce | Beickman | Beickman Advisory | (not set) | December 1, 2023 | October 1, 2026 |
| Edwin | Mysogland | Indiana Business Advisors, LLC | http://www.linkedin.com/in/edmysogland/ | December 2, 2023 | August 1, 2026 |
| Andrew | Zezas | Real Estate Strategies Corporation | http://www.linkedin.com/in/andrewzezas/ | December 2, 2023 | June 1, 2027 |
| Todd | Scholl | WestBridge Partners, LLC | http://www.linkedin.com/company/westbridgepartners/ | December 2, 2023 | October 1, 2026 |
| Jed | Dunn | James E. Dunn, Jr. LLC | (not set) | December 2, 2023 | October 1, 2026 |
| Scott | Weavil | Sierra Pacific Partners | http://www.linkedin.com/in/scottweavil/ | December 3, 2023 | September 1, 2026 |
Questions related to the CM&AA® Directory should be directed to the AM&AA at
info@amaaonline.com or 312-856-9590.