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 | |
|---|---|---|---|---|---|
| John | Bly | Aprio | (not set) | July 28, 2014 | July 1, 2026 |
| Steve | Neighbors | Strategic & Operational Solutions | (not set) | June 13, 2014 | March 1, 2026 |
| Shea | Hancock | The Hancock Firm LLC | http://www.linkedin.com/in/shea-hancock-93261b33/ | May 30, 2014 | July 1, 2026 |
| Mike | Trabert | Marcum LLP | (not set) | May 22, 2014 | February 1, 2026 |
| Francis | Brown | Brown Advisory | (not set) | May 22, 2014 | March 1, 2026 |
| John | Leonard | Craftech | http://www.linkedin.com/in/john-leonard-b638a23/ | May 22, 2014 | March 1, 2026 |
| Luis | de la prida | The NYBB Group | http://www.linkedin.com/in/ldelaprida | May 22, 2014 | February 1, 2026 |
| Rodrick | Ballard | Jackson Thornton | (not set) | May 21, 2014 | August 1, 2026 |
| Jim | Guenther | Strategic Veterinary Consulting | http://www.linkedin.com/in/jim-guenther-71899211/ | November 6, 2013 | February 1, 2026 |
| Scott | Zickefoose | Keiter CPA | (not set) | November 5, 2013 | September 1, 2026 |
| Beth | DaSilva | Fleetridge Pacific | http://www.linkedin.com/in/fleetridgepac/ | November 5, 2013 | March 1, 2026 |
| Jeffrey | Wiley | Intyllus Advisors, LLC | http://www.linkedin.com/in/jeffrey-wiley-47701512 | November 5, 2013 | October 1, 2026 |
| Brian | Wassell | Trout CPA | http://www.linkedin.com/in/brianwassell/ | October 1, 2013 | January 1, 2027 |
| Colvin | Matheson | Matheson Financial Advisors, Inc. | http://www.linkedin.com/in/colvin-t-matheson-cfa-cmaa-b6b3777 | October 1, 2013 | June 1, 2026 |
| Logan | Laux | Verdant Advisers | http://www.linkedin.com/in/logan-laux-verdant/ | October 1, 2013 | September 1, 2026 |
| Mehmood | Syed | Syed Brokerage | https://www.linkedin.com/in/mehmood-h-syed-cmaa-3a091626/ | October 1, 2013 | October 1, 2026 |
| James | Marlow | The Malibu Management Group, LLC | (not set) | December 14, 2012 | January 1, 2027 |
| Guy | Knuf | Moss Adams LLP | http://www.linkedin.com/in/guy-knuf-4b8b01122/ | September 27, 2012 | August 1, 2026 |
| Don | Hankins | Alamo Corporate Group | http://www.linkedin.com/in/don-hankins-0b93b52/ | May 31, 2012 | May 1, 2026 |
| Barry | Kasoff | Realization Services Inc | (not set) | April 27, 2012 | July 1, 2026 |
| Peter | Martin | Pinion | (not set) | April 27, 2012 | January 1, 2027 |
| John | Burke | CleanChoice Energy | (not set) | April 27, 2012 | January 1, 2027 |
| Marc | Fleagle | Copper Run | http://www.linkedin.com/in/marc-fleagle | April 27, 2012 | February 1, 2026 |
| William | Loftis | Blue River Financial Group, Inc. | http://www.linkedin.com/in/william-loftis-2a3a656/ | March 28, 2012 | March 1, 2026 |
| Curt | Cyliax | Strategic Exit Advisors | http://www.linkedin.com/in/curt-a-cyliax-cm-aa-a0b47/ | March 15, 2012 | January 1, 2027 |
| Brian | Steffens | Caber Hill Advisors | (not set) | February 22, 2012 | February 1, 2026 |
| Donald | VanderZwaag | Skyway Associates LLC | (not set) | February 22, 2012 | January 1, 2027 |
| Edward | Pratesi | Valuation & Transition Strategies, LLC | http://www.linkedin.com/in/ed-pratesi-140b762/ | February 22, 2012 | June 1, 2026 |
| Jerry | Fink | The Bascom Group | http://www.linkedin.com/in/jerryfink/ | February 22, 2012 | February 1, 2026 |
| Mark | Girouard | Synergy Financial Management | http://www.linkedin.com/in/markgir/ | February 22, 2012 | February 1, 2026 |
| Anthony | Citrolo | The NYBB Group | http://www.linkedin.com/in/anthonycitrolo/ | December 5, 2011 | June 1, 2026 |
| Jane | Johnson | Business Transition Academy, Inc. | http://www.linkedin.com/in/msexitplanner/ | November 10, 2011 | September 1, 2026 |
| Stephen E. | Barnes | Reading Rock Inc | http://www.linkedin.com/in/stephenebarnes | June 15, 2011 | July 1, 2026 |
| William Michael | Dallas | Texcel | http://www.linkedin.com/in/michaeldallascfo | May 31, 2011 | June 1, 2026 |
| Donovan | Pullen | Oro Agri | http://www.linkedin.com/in/donovan-pullen-77914a6/ | February 18, 2011 | December 1, 2026 |
| Will | Jaco | Statesman Corporate Finance, LLC | http://www.linkedin.com/in/willjaco/ | November 5, 2010 | April 1, 2026 |
| Steve | Keck | Five Talents Financial Group | (not set) | October 1, 2010 | June 1, 2026 |
| Sri | Geedipalli | Simanor, LLC | http://www.linkedin.com/in/srinath-geedipalli-3584622/ | October 1, 2010 | January 1, 2027 |
| John | Sheldon | Excel Global Partners | (not set) | May 7, 2010 | May 1, 2026 |
| Francisco | Uriarte | Connelly Capital Management | http://www.linkedin.com/in/franciscouriarte/ | May 7, 2010 | April 1, 2026 |
| Todd | Cushing | EBIT Associates, Ltd. | https://www.linkedin.com/in/ebitassociates/ | December 22, 2009 | October 1, 2026 |
| George | Popelka | George M. Popelka Bookkeeping | (not set) | November 13, 2009 | May 1, 2026 |
| Matthew | Bristow | ClearRidge Capital, LLC | http://www.linkedin.com/in/matthewbristow | November 13, 2009 | September 1, 2026 |
| Kenneth | Hamner | The Entrepreneur Law Center, P.L. | http://www.linkedin.com/in/ken-hamner-b072776/ | October 6, 2009 | June 1, 2026 |
| Martin | McDermut | MSM Advisory | (not set) | May 1, 2009 | January 1, 2027 |
| James | Davidson | Avant Advisory Group | http://www.linkedin.com/in/jimdavidsonavantadvisory/ | November 14, 2008 | March 1, 2026 |
| Steven | Egna | Valuation Resource Group | http://www.linkedin.com/in/steve-egna-a25213/ | November 14, 2008 | October 1, 2026 |
| Taylor | Devine | The CDI Group | http://www.linkedin.com/in/taylor-devine-09a19b/ | May 6, 2008 | May 1, 2026 |
| Lee | Dahmer | Value Growth Consulting Group | http://www.linkedin.com/in/leedahmer/ | February 20, 2008 | January 1, 2027 |
| Matthew | Vance | VergePointe | (not set) | June 29, 2007 | May 1, 2026 |
Questions related to the CM&AA® Directory should be directed to the AM&AA at
info@amaaonline.com or 312-856-9590.