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 NameLast NameCompanyLinkedInCM&AA® IssueCM&AA® Expiry
JerronGreenWells Fargo Advisors, LLChttp://www.linkedin.com/in/jerron-green-cfp-cima-85aa17b8/March 5, 2017February 1, 2026
JerryFinkThe Bascom Grouphttp://www.linkedin.com/in/jerryfink/February 22, 2012February 1, 2026
JessieNaorSunrise Skies LLChttp://www.linkedin.com/in/jessienaor/May 13, 2023April 1, 2026
JamesDavidsonAvant Advisory Grouphttp://www.linkedin.com/in/jimdavidsonavantadvisory/November 14, 2008March 1, 2026
JimEshlemanStrategic Endeavors LLChttp://www.linkedin.com/in/jim-eshleman-25885411/March 5, 2017December 1, 2026
JimGuentherStrategic Veterinary Consultinghttp://www.linkedin.com/in/jim-guenther-71899211/November 6, 2013February 1, 2026
JohnAmanB2B CFOhttp://www.linkedin.com/in/johnamancfoNovember 17, 2021January 1, 2027
JohnErkertIPEG Industrial Grouphttp://www.linkedin.com/in/john-erkert-9678077/September 23, 2016July 1, 2026
JohnEarllManagement Vision, P.C.http://www.linkedin.com/in/john-j-earll-01a2ba12/August 27, 2020August 1, 2026
JohnLeonardCraftechhttp://www.linkedin.com/in/john-leonard-b638a23/May 22, 2014March 1, 2026
JonathanMoorePKF O'Connor Davieshttp://www.linkedin.com/in/jonathanmoorecpa/January 31, 2020June 1, 2026
JonathanDeLineScout Advisorshttp://www.linkedin.com/in/jondeline/November 10, 2021July 1, 2026
JoseAquinoTarga Advisorshttp://www.linkedin.com/in/joseaquino/July 7, 2023April 1, 2026
JeffreyGettyCallan Family Officehttp://www.linkedin.com/in/jtgettyMay 16, 2017February 1, 2026
JulieLa PataJ.Taylor & Associates, LLChttp://www.linkedin.com/in/julie-la-pata-cpa-b1883872/May 25, 2021February 1, 2026
KenWhitleyKen Whitleyhttp://www.linkedin.com/in/kenbwhitley/March 3, 2017January 1, 2027
KennethHamnerThe Entrepreneur Law Center, P.L.http://www.linkedin.com/in/ken-hamner-b072776/October 6, 2009June 1, 2026
KenSaddlerBlueprint Business Advisoryhttp://www.linkedin.com/in/kensaddler/November 29, 2022August 1, 2026
KevinCampbellB2B CFOhttp://www.linkedin.com/in/kevincampbellb2bcfoMarch 3, 2018February 1, 2026
KevinWilliamsCumulus Services LLChttp://www.linkedin.com/in/kevindwill/April 21, 2023February 1, 2026
KennethMarksHigh Rock Partners Inchttp://www.linkedin.com/in/khmarksDecember 19, 2006August 1, 2026
KirkJarrettNichols Cauley & Associates, LLChttp://www.linkedin.com/in/kirk-jarrett-62535a15/August 27, 2020November 1, 2026
ErikKonicki414 Capitalhttp://www.linkedin.com/in/konicki/March 19, 2016July 1, 2026
LaurieBarkmanStony Hill Advisorshttp://www.linkedin.com/in/lauriebarkman/November 14, 2021September 1, 2026
LisaCliffordCallan Family Officehttp://www.linkedin.com/in/lclifford/September 30, 2018March 1, 2026
Luisde la pridaThe NYBB Grouphttp://www.linkedin.com/in/ldelapridaMay 22, 2014February 1, 2026
LeeDahmerValue Growth Consulting Grouphttp://www.linkedin.com/in/leedahmer/February 20, 2008January 1, 2027
LeightonGibsonPwChttp://www.linkedin.com/in/leighton-gibson-067b4278/May 5, 2019April 1, 2026
LoganLauxVerdant Advisershttp://www.linkedin.com/in/logan-laux-verdant/October 1, 2013September 1, 2026
MarcFleagleCopper Runhttp://www.linkedin.com/in/marc-fleagleApril 27, 2012February 1, 2026
MarioRodriguez-DiazINVERVALUE COLOMBIA SAhttp://www.linkedin.com/in/mariord/July 31, 2023April 1, 2026
MarkGirouardSynergy Financial Managementhttp://www.linkedin.com/in/markgir/February 22, 2012February 1, 2026
MarkHerndonStillwater M&A Advisors (Dallas, Atlanta, Toronto)http://www.linkedin.com/in/mark-herndonDecember 3, 2023September 1, 2026
MarkMroczkowskiMerger Solutionhttp://www.linkedin.com/in/markmroczkowski/July 18, 2022April 1, 2026
MarkUnderhillBMSS, LLChttp://www.linkedin.com/in/mark-underhill-cpa-94156918September 22, 2019August 1, 2026
MartinDikkersCardinal Business Advisors LLChttp://www.linkedin.com/in/martin-dikkers-82991417/December 18, 2020September 1, 2026
MasonBradyBrady CFOhttp://www.linkedin.com/in/masonbradyJune 12, 2024November 1, 2026
MatthewAllisonCitrin Cooperman Advisorshttp://www.linkedin.com/in/matthew-allison-460aa215/August 27, 2020September 1, 2026
MatthewBristowClearRidge Capital, LLChttp://www.linkedin.com/in/matthewbristowNovember 13, 2009September 1, 2026
MaxSeymourPKF O’Connor Davieshttp://www.linkedin.com/in/max-seymour-0343b4a2/April 13, 2024March 1, 2026
MelissaKoehlerKoehler Accountinghttp://www.linkedin.com/in/melissa-koehler-cpa-tax/July 28, 2021July 1, 2026
MichaelCoakleyKreischer Miller & Companyhttp://www.linkedin.com/in/michaelcoakley/December 14, 2020December 1, 2026
William MichaelDallasTexcelhttp://www.linkedin.com/in/michaeldallascfoMay 31, 2011June 1, 2026
MichaelDeRoseBaker Tillyhttp://www.linkedin.com/in/michael-derose-a5b64930/May 16, 2021March 1, 2026
MichaelLewisWellington Charles Advisors, LLChttp://www.linkedin.com/in/michael-lewis-6a090643November 30, 2021November 1, 2026
MichaelVaccarellaWipfli LLPhttp://www.linkedin.com/in/michael-l-vaccarellaMay 6, 2016May 1, 2026
MichaelWildeveldVeld Mergers & Acquisitionshttp://www.linkedin.com/in/michael-wildeveld-83957315/August 31, 2020February 1, 2026
MikelHardingCW Industrial Partners, LLChttp://www.linkedin.com/in/mikel-mike-harding-7802b92/August 2, 2005February 1, 2026
MalindaPassmoreMaximum Possibilitieshttp://www.linkedin.com/in/mindypassmorecfo/September 17, 2022August 1, 2026
MartinMarshallBiggsKoffordhttp://www.linkedin.com/in/mmarshall12June 10, 2024June 1, 2026

Questions related to the CM&AA® Directory should be directed to the AM&AA at

info@amaaonline.com or 312-856-9590.