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 | |
|---|---|---|---|---|---|
| Erik | Olson | BerryDunn | (not set) | December 27, 2025 | November 1, 2026 |
| Robert | Georges | Allied Advisors | (not set) | December 26, 2025 | November 1, 2026 |
| Eric | Fettig | (not set) | (not set) | December 26, 2025 | October 1, 2026 |
| Maria | Kutscher, CEPA, CFP, CFA, CPWA | Club Level Consulting | https://www.linkedin.com/in/mariakutscher/ | December 26, 2025 | October 1, 2026 |
| Scott | Sandee | Vertex Planning Partners, LLC | https://www.linkedin.com/in/scottsandee/ | December 23, 2025 | October 1, 2026 |
| Leandra | Schindler | Key Bank | (not set) | December 22, 2025 | April 1, 2026 |
| Brian | Whalen | Starboard CPAs LLC | https://www.linkedin.com/in/brianwhalen-tax-cpa/ | December 18, 2025 | September 1, 2026 |
| Judson | Motes | BMSS, LLC | https://www.linkedin.com/in/judson-motes-cpa-7b747a133 | December 18, 2025 | July 1, 2026 |
| Mark | Birmingham | Rock Hall Partners, LLC | https://www.linkedin.com/in/mark-birmingham4/ | December 17, 2025 | August 1, 2026 |
| Shelby | Clark | iT Valuations | https://www.linkedin.com/in/shelby-clark/ | December 17, 2025 | October 1, 2026 |
| Tom | McBrearty | Rock Hall Partners, LLC | https://www.linkedin.com/in/tmcbrearty | December 17, 2025 | August 1, 2026 |
| David | Boersma | (not set) | (not set) | December 16, 2025 | October 1, 2026 |
| Luis | Rodriguez Santiago | (not set) | (not set) | December 14, 2025 | December 1, 2026 |
| Douglas | Bradley | Capital Stewardship Group, LLC | https://www.linkedin.com/mwlite/profile/me?trk=p_mwlite_feed-secondary_nav | December 14, 2025 | June 1, 2026 |
| Vince | Mazzone | Cerity Partners | (not set) | December 9, 2025 | May 1, 2026 |
| Michael | Farneti | (not set) | (not set) | December 8, 2025 | December 1, 2026 |
| David | Long | Arizona Business Sales Advisors | https://www.linkedin.com/in/davelongaz | December 7, 2025 | September 1, 2026 |
| Monica | Bieniewski | Guggenheim Investments | https://www.linkedin.com/in/monica-bieniewski/ | December 3, 2025 | November 1, 2026 |
| Austin | DeRose | PKF O’Connor Davies | https://www.linkedin.com/in/austinderose/ | December 1, 2025 | October 1, 2026 |
| Sankalp | Kumar | Eagle-Eye Consulting | https://www.linkedin.com/in/sankalp2025/ | December 1, 2025 | October 1, 2026 |
| Goran | Pavlovski | AWG Capital Advisory | https://www.linkedin.com/in/goranpavlovski/ | November 29, 2025 | February 1, 2026 |
| Lisa | Elster | Morrissey Goodale | https://www.linkedin.com/in/lisa-elster/ | November 29, 2025 | September 1, 2026 |
| Veronica | Longan | Altivis Partners | https://www.linkedin.com/in/veronicaxuanwu/ | November 29, 2025 | September 1, 2026 |
| Marlik | Depp | Ergo Comps | https://www.linkedin.com/in/marlikdepp/ | November 27, 2025 | July 1, 2026 |
| Michael | Bentivegna | Eisner Amper LLP | https://www.linkedin.com/in/michael-bentivegna-cpa-cfe-070b1620/ | November 26, 2025 | July 1, 2026 |
| Thomas | Jones | Sweeney Conrad | https://www.linkedin.com/in/thomasjonescpa | November 26, 2025 | October 1, 2026 |
| Jeffrey | Ruck | Ruckus Solutions Inc. | https://www.linkedin.com/in/jeffreyruck/ | November 24, 2025 | November 1, 2026 |
| Cliff | Brown | Jordon Voytek Capital Partners | https://www.linkedin.com/in/cliffbrownib/ | November 20, 2025 | July 1, 2026 |
| Daniel | Bergvall | Kreischer Miller | https://www.linkedin.com/in/dan-bergvall-cpa-646a2337/ | November 19, 2025 | October 1, 2026 |
| Daniela | Sherrets | Lutz | https://www.linkedin.com/in/daniela-sherrets-bb816928/ | November 19, 2025 | June 1, 2026 |
| Josh | Teeters | Waterloo Capital | https://www.linkedin.com/in/josh-teeters-02474a5 | November 18, 2025 | October 1, 2026 |
| Katera | Snelling | RainCrow Capital | https://www.linkedin.com/in/katerasnelling/ | November 18, 2025 | July 1, 2026 |
| Tracey | Eaves | American Business Appraisers | (not set) | November 16, 2025 | October 1, 2026 |
| Jamison | Davis | (not set) | (not set) | November 16, 2025 | October 1, 2026 |
| Ruzanna | Mirzoyan | Greenberg Traurig | https://www.linkedin.com/in/ruzanna-mirzoyan/ | November 16, 2025 | September 1, 2026 |
| Bobby | Berrido | Fausto Commercial | https://www.linkedin.com/in/bobby-berrido-ccim-1b772a7b/ | November 15, 2025 | September 1, 2026 |
| Kathleen | Dyson | KMG Consulting, LLC | https://www.linkedin.com/in/kathleen-dyson-9b540214/ | November 15, 2025 | September 1, 2026 |
| Andrew | Lorimer | BMSS, LLC | https://www.linkedin.com/in/andrew-lorimer-cpa-68470a1b6/ | November 14, 2025 | August 1, 2026 |
| Jessica | Trombley | Blue River Financial Group, Inc. | https://www.linkedin.com/in/jessica-trombley-004468237/ | November 14, 2025 | September 1, 2026 |
| Randy | Babi | Blue River Financial Group, Inc. | https://www.linkedin.com/in/rbabi/ | November 14, 2025 | September 1, 2026 |
| Brandon | Harris | Graystone International | https://www.linkedin.com/in/brandonh88/ | November 13, 2025 | September 1, 2026 |
| Meredith | Egeland | Meredith | https://www.linkedin.com/in/themeredithgrace/ | November 12, 2025 | September 1, 2026 |
| Daniel | Spann | Barge Design Solutions, Inc | https://www.linkedin.com/in/daniel-j-spann-pe-ptoe-8628a35b/ | November 11, 2025 | May 1, 2026 |
| Steve | McAdams | Zweig Group | https://www.linkedin.com/in/stevemcadams-pe | November 10, 2025 | August 1, 2026 |
| Jason | Warner | Blue River | https://www.linkedin.com/in/jason-warner-51725871/ | November 8, 2025 | September 1, 2026 |
| Greg | Duncan | Murphy Business and Financial Services - NOVA | https://www.linkedin.com/in/kgregduncan/ | November 8, 2025 | October 1, 2026 |
| Matt | Slawson | Rose Paving, LLC | https://www.linkedin.com/in/mattslawson/ | November 8, 2025 | August 1, 2026 |
| Christian | Negrotti | (not set) | (not set) | November 7, 2025 | October 1, 2026 |
| Aida | Garay | AccuTec, Inc. | https://www.linkedin.com/in/aida-garay-cpa | November 7, 2025 | September 1, 2026 |
| Paula | Smithers | FedCom Advisory Group | https://www.linkedin.com/in/paula-smithers-cpa-2aba18a/ | October 15, 2025 | August 1, 2026 |
Questions related to the CM&AA® Directory should be directed to the AM&AA at
info@amaaonline.com or 312-856-9590.