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 | |
|---|---|---|---|---|---|
| Sri | Geedipalli | Simanor, LLC | http://www.linkedin.com/in/srinath-geedipalli-3584622/ | October 1, 2010 | January 1, 2027 |
| David Flores | Wilson | Sincerus | https://www.linkedin.com/in/david-flores-wilson-cfp%C2%AE-cfa-02b5a/ | (not set) | March 1, 2026 |
| Seth | Gordon | Sink, Gordon & Associates, LLP | http://www.linkedin.com/in/seth-gordon-b8930814/ | May 15, 2017 | April 1, 2026 |
| Tyson | Weekes | Skinner Clouse Group | http://www.linkedin.com/in/tyson-weekes-msat-cpa-b2183120/ | August 20, 2020 | January 1, 2027 |
| Patrick | Walsh | Skoda Minotti | http://www.linkedin.com/in/patrickwalsh14/ | September 20, 2019 | August 1, 2026 |
| Donald | VanderZwaag | Skyway Associates LLC | (not set) | February 22, 2012 | January 1, 2027 |
| Scott | Sharp | S.Lawrence & Co. | https://www.linkedin.com/in/scottlsharp/ | April 27, 2018 | September 1, 2026 |
| Yasser | ELtawansy | SLB | (not set) | April 5, 2025 | February 1, 2026 |
| David | Smith | Smith Patrick CPAs | (not set) | May 25, 2018 | April 1, 2026 |
| Aaron | Thomas | Solar Industries, Inc. | https://www.linkedin.com/in/aaron-thomas-9812253/ | December 8, 2014 | September 1, 2026 |
| Linda | Hammons | solidCore CFO | https://www.linkedin.com/in/lindahammonscfo/ | (not set) | May 1, 2026 |
| Jeffrey | Harris | Soltis Investment Advisors | https://www.linkedin.com/in/jeffrey-harris-cmaa-mba-30a805a/ | July 3, 2023 | May 1, 2026 |
| Cori | Preftakes | Sourcepass | https://www.linkedin.com/in/cpreftakes/ | March 6, 2025 | October 1, 2026 |
| Boyd | Burton | Speedwell Monaco, Inc. | https://www.linkedin.com/in/boyd-burton-mba-cmaa-82074819/ | June 14, 2019 | April 1, 2026 |
| Chris | Springfield | Springfield Strategies | http://www.linkedin.com/in/chris-springfield/ | July 5, 2023 | April 1, 2026 |
| Sridhar | Gurram | SRG Advisors LLC | http://www.linkedin.com/in/sridhar-g-2545801b0/ | September 28, 2018 | March 1, 2026 |
| Jeff | Adams | Stambaugh Ness | http://www.linkedin.com/in/jeffreysadamscpa/ | November 20, 2023 | October 1, 2026 |
| Brian | Whalen | Starboard CPAs LLC | https://www.linkedin.com/in/brianwhalen-tax-cpa/ | December 18, 2025 | September 1, 2026 |
| Jessica | Seff | Statesman Corporate Finance, LLC | https://www.linkedin.com/in/jessica-seff-cfa-3657a323/ | June 18, 2019 | May 1, 2026 |
| Will | Jaco | Statesman Corporate Finance, LLC | http://www.linkedin.com/in/willjaco/ | November 5, 2010 | April 1, 2026 |
| Richard | Curry | ST Facility Maintenance Consulting, LLC | http://www.linkedin.com/in/richard-curry-5170546/ | October 30, 2017 | October 1, 2026 |
| Mark | Herndon | Stillwater M&A Advisors (Dallas, Atlanta, Toronto) | http://www.linkedin.com/in/mark-herndon | December 3, 2023 | September 1, 2026 |
| Richard | Strautman | Stony Hill Advisors | http://www.linkedin.com/in/richard-strautman-5886154 | April 2, 2023 | February 1, 2026 |
| Paul | Visokey | Stony Hill Advisors | http://www.linkedin.com/in/paulvisokey/ | December 15, 2020 | December 1, 2026 |
| Laurie | Barkman | Stony Hill Advisors | http://www.linkedin.com/in/lauriebarkman/ | November 14, 2021 | September 1, 2026 |
| Adam | Sidor | Strategex | (not set) | October 5, 2025 | July 1, 2026 |
| Rhys | Dekle | Strategic Alternatives LLC | http://www.linkedin.com/in/rhysdekle/ | February 1, 2019 | February 1, 2026 |
| Jim | Eshleman | Strategic Endeavors LLC | http://www.linkedin.com/in/jim-eshleman-25885411/ | March 5, 2017 | December 1, 2026 |
| Curt | Cyliax | Strategic Exit Advisors | http://www.linkedin.com/in/curt-a-cyliax-cm-aa-a0b47/ | March 15, 2012 | January 1, 2027 |
| Brent | Solomon | Strategic Financial Advisory, LLC and Robert H. Smith School Business | (not set) | February 5, 2004 | October 1, 2026 |
| Allen | Crouch | Strategic Growth Advisors, LLC | http://www.linkedin.com/in/allen-crouch-67631b15/ | June 14, 2019 | August 1, 2026 |
| Steve | Neighbors | Strategic & Operational Solutions | (not set) | June 13, 2014 | March 1, 2026 |
| Jim | Guenther | Strategic Veterinary Consulting | http://www.linkedin.com/in/jim-guenther-71899211/ | November 6, 2013 | February 1, 2026 |
| David Estuardo | Trujillo | Sunbelt Business Advisors | https://www.linkedin.com/in/estuardo-trujillo-99121417 | July 18, 2022 | April 1, 2026 |
| Ray | Carter | Sunbelt Business Advisors | (not set) | July 23, 2021 | May 1, 2026 |
| Keith | Young | Sunbelt Business Brokers | https://www.linkedin.com/in/kyoung1/ | (not set) | March 1, 2026 |
| Rosa | Sanabria | Sunbelt Central America | (not set) | (not set) | April 1, 2026 |
| Eduardo | Alarcon | SunBridge M&A Advisors | http://www.linkedin.com/in/eduardo-alarcon-3624542/ | February 6, 2024 | February 1, 2026 |
| Jessie | Naor | Sunrise Skies LLC | http://www.linkedin.com/in/jessienaor/ | May 13, 2023 | April 1, 2026 |
| Thomas | Jones | Sweeney Conrad | https://www.linkedin.com/in/thomasjonescpa | November 26, 2025 | October 1, 2026 |
| Mehmood | Syed | Syed Brokerage | https://www.linkedin.com/in/mehmood-h-syed-cmaa-3a091626/ | October 1, 2013 | October 1, 2026 |
| Mark | Girouard | Synergy Financial Management | http://www.linkedin.com/in/markgir/ | February 22, 2012 | February 1, 2026 |
| Jose | Aquino | Targa Advisors | http://www.linkedin.com/in/joseaquino/ | July 7, 2023 | April 1, 2026 |
| Yatin | Thakore | TechnologyPark.com | http://www.linkedin.com/in/ythakore/ | August 29, 2020 | June 1, 2026 |
| William Michael | Dallas | Texcel | http://www.linkedin.com/in/michaeldallascfo | May 31, 2011 | June 1, 2026 |
| Jerry | Fink | The Bascom Group | http://www.linkedin.com/in/jerryfink/ | February 22, 2012 | February 1, 2026 |
| John | Rogers | The Bonadio Group | (not set) | July 6, 2023 | April 1, 2026 |
| Taylor | Devine | The CDI Group | http://www.linkedin.com/in/taylor-devine-09a19b/ | May 6, 2008 | May 1, 2026 |
| Kenneth | Hamner | The Entrepreneur Law Center, P.L. | http://www.linkedin.com/in/ken-hamner-b072776/ | October 6, 2009 | June 1, 2026 |
| Jeffrey | Mann | The Exit Navigator, LLC | http://www.linkedin.com/in/jeffreymanncfo/ | May 25, 2018 | 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.