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 | |
|---|---|---|---|---|---|
| Michael | Lewis | Wellington Charles Advisors, LLC | http://www.linkedin.com/in/michael-lewis-6a090643 | November 30, 2021 | November 1, 2026 |
| Michael | DeRose | Baker Tilly | http://www.linkedin.com/in/michael-derose-a5b64930/ | May 16, 2021 | March 1, 2026 |
| Michael | Coakley | Kreischer Miller & Company | http://www.linkedin.com/in/michaelcoakley/ | December 14, 2020 | December 1, 2026 |
| Michael | Valucci | Headhouse Capital, LLC | (not set) | December 21, 2020 | December 1, 2026 |
| Michael | Lipschutz | Kreischer Miller & Company | (not set) | July 14, 2023 | August 1, 2026 |
| Michael | Still | B2B CFO | (not set) | May 16, 2023 | March 1, 2026 |
| Michael | Farneti | (not set) | (not set) | December 8, 2025 | December 1, 2026 |
| Michael | Wellons | Michael Wellons | (not set) | January 9, 2006 | October 1, 2026 |
| Mike | Kreiger | Transworld Business Advisors of Colorado | https://www.linkedin.com/in/mikekrieger100 | September 23, 2024 | September 1, 2026 |
| Mike | Heydenrych | (not set) | (not set) | November 16, 2021 | September 1, 2026 |
| Mike | Adhikari | Illinois Corporate Investments, Inc. | (not set) | June 11, 2002 | February 1, 2026 |
| Mike | St Martin | Ankura | (not set) | September 11, 2003 | January 1, 2027 |
| Mike | Ridder | Blueprint Business Advisory | (not set) | October 23, 2015 | September 1, 2026 |
| Mike | Trabert | Marcum LLP | (not set) | May 22, 2014 | February 1, 2026 |
| Mikel | Harding | CW Industrial Partners, LLC | http://www.linkedin.com/in/mikel-mike-harding-7802b92/ | August 2, 2005 | February 1, 2026 |
| Mitchell | Mafra | PSMJ Resources, Inc. | (not set) | (not set) | April 1, 2026 |
| Moe | Hassan | Transworld Business Advisors | http://www.linkedin.com/in/moe-hassan-16634a64/ | July 18, 2022 | April 1, 2026 |
| Mohamed Ali | Bennis | Desjardins Business | https://www.linkedin.com/in/alibennis | (not set) | July 1, 2026 |
| Monica | Bieniewski | Guggenheim Investments | https://www.linkedin.com/in/monica-bieniewski/ | December 3, 2025 | November 1, 2026 |
| Naru | Aoyama | konica Minolta Business Solutions U.S.A. | https://www.linkedin.com/in/naru-aoyama-81459b11b/ | (not set) | August 1, 2026 |
| Nathan | Wentworth | Morrissey Goodale LLC | http://www.linkedin.com/in/nwentworth/ | August 19, 2020 | June 1, 2026 |
| Nathan | Willis | Transworld Business Advisors of Colorado | (not set) | November 20, 2023 | October 1, 2026 |
| 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 |
| Nicholas | Leone | Schneider Downs & Co., Inc. | (not set) | June 8, 2024 | April 1, 2026 |
| Nigel | Fenty | Cemtel Asset Management | https://www.linkedin.com/in/nigel-fenty/ | March 26, 2022 | January 1, 2027 |
| Nirmail | Dhaliwal | DC Government | (not set) | October 15, 2014 | December 1, 2026 |
| Noemi | Kinsey | Blue River Financial Group, Inc. | http://www.linkedin.com/in/noemi-kinsey-466a2990/ | April 18, 2023 | March 1, 2026 |
| Nolan | Kapp | Allston Advisory Group LLC | http://www.linkedin.com/in/nolan-k-kapp-5b6568b/ | March 4, 2016 | May 1, 2026 |
| Oksana | Komarnyckyj | Northern Trust | http://www.linkedin.com/in/oksanakomarnyckyj/ | March 3, 2018 | November 1, 2026 |
| Ola | Soderquist | Bioxytran, Inc. | http://www.linkedin.com/in/olasoderquist/ | September 18, 2015 | October 1, 2026 |
| Overton | Ragland | Keiter CPA | https://www.linkedin.com/in/overtonragland/ | September 13, 2024 | August 1, 2026 |
| Patrick | Walsh | Skoda Minotti | http://www.linkedin.com/in/patrickwalsh14/ | September 20, 2019 | August 1, 2026 |
| Patrick | Sullivan | Connecticut Wealth Management, LLC | (not set) | April 23, 2023 | February 1, 2026 |
| Patrick | Lyons | Peak Valuation & Financial Planning, LLC | (not set) | August 17, 2004 | May 1, 2026 |
| Paul | Vokaty | Avalon Partners | http://www.linkedin.com/in/paulvokaty/ | November 12, 2021 | November 1, 2026 |
| Paul | Visokey | Stony Hill Advisors | http://www.linkedin.com/in/paulvisokey/ | December 15, 2020 | December 1, 2026 |
| Paul | Chastant | The Sisung Group | http://www.linkedin.com/in/paul-thomas-chastant-iii-b423b826/ | November 1, 2014 | January 1, 2027 |
| Paul | Haviland | Corporate Development Advisors | http://www.linkedin.com/in/paulhaviland2319/ | April 29, 2021 | March 1, 2026 |
| Paula | Smithers | FedCom Advisory Group | https://www.linkedin.com/in/paula-smithers-cpa-2aba18a/ | October 15, 2025 | August 1, 2026 |
| Paula | Kruger | White Rock Business Advisors | http://www.linkedin.com/feed/ | November 10, 2021 | January 1, 2027 |
| Pete | Miller | Clark Nuber | https://www.linkedin.com/in/pete-miller-b0b5a02/ | May 26, 2023 | March 1, 2026 |
| Peter | Flippen | IEI Advisors | http://www.linkedin.com/in/peter-flippen-55636a1/ | May 6, 2019 | October 1, 2026 |
| Peter | Clarke | BaldwinClarke | http://www.linkedin.com/in/peter-clarke-52b28a23/ | April 27, 2018 | May 1, 2026 |
| Peter | Martin | Pinion | (not set) | April 27, 2012 | January 1, 2027 |
| Peter | Hong Huynh | FulcrumBridge International | (not set) | April 20, 2023 | February 1, 2026 |
| Phil | Paret | Rize Global Partners | https://www.linkedin.com/in/philparet/ | (not set) | August 1, 2026 |
| Philip | Bernstorf | Heartland Business Advisory LLC | (not set) | (not set) | April 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 |
| Priscilla | Zambrano | Vector Advisory Services LLC | (not set) | (not set) | October 1, 2026 |
| Rahsaan | Freeman | Freeman Lundt | http://www.linkedin.com/in/rahsaan-freeman-0614b627/ | August 30, 2020 | June 1, 2026 |
Questions related to the CM&AA® Directory should be directed to the AM&AA at
info@amaaonline.com or 312-856-9590.