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 | |
|---|---|---|---|---|---|
| Kin | Poon | Self-Employed | (not set) | September 25, 2025 | August 1, 2026 |
| Roger | Smolik | Transworld Business Advisors of Colorado | (not set) | September 11, 2024 | August 1, 2026 |
| Zack | Zimmerman | National Business Valuation, LLC | (not set) | December 31, 2022 | August 1, 2026 |
| David | Leong | Analogic | (not set) | July 16, 2021 | August 1, 2026 |
| Todd | Warner | Agribusiness Brokers Inc | (not set) | January 9, 2006 | August 1, 2026 |
| Rodrick | Ballard | Jackson Thornton | (not set) | May 21, 2014 | August 1, 2026 |
| James | Owens | (not set) | (not set) | September 14, 2025 | August 1, 2026 |
| Ian | Gillespie | Clark, Schaefer, Hackett & Co. | (not set) | September 19, 2024 | August 1, 2026 |
| Alex | Dvorak | Transworld Business Advisors of Colorado | (not set) | September 16, 2024 | August 1, 2026 |
| Keith | Marlow | Transworld Business Advisors of Colorado | (not set) | September 16, 2024 | August 1, 2026 |
| Elise | Mariner | Transworld Business Advisors of Colorado | (not set) | September 20, 2024 | August 1, 2026 |
| Rebecka | Talley | SD Capital | (not set) | November 16, 2023 | August 1, 2026 |
| Taylor | Frame | CCMG Capital Partners | (not set) | November 26, 2023 | August 1, 2026 |
| Jeffrey | Goldman | PKF O'connor Davies | (not set) | November 22, 2022 | August 1, 2026 |
| Michael | Lipschutz | Kreischer Miller & Company | (not set) | July 14, 2023 | August 1, 2026 |
| Allen | Crouch | Strategic Growth Advisors, LLC | http://www.linkedin.com/in/allen-crouch-67631b15/ | June 14, 2019 | August 1, 2026 |
| Brendan | Hollis | Aldrich CPAs + Advisors LLP | http://www.linkedin.com/in/brendanholliscpaaldrich/ | October 28, 2018 | August 1, 2026 |
| Chris | Brodman | Metz Lewis Brodman Must O'Keefe LLC | http://www.linkedin.com/in/christopher-brodman-709934198/ | May 2, 2021 | August 1, 2026 |
| Carrie | Wisniewski | B D Compliance Associates Inc | http://www.linkedin.com/in/cwisniewski/ | October 1, 2014 | August 1, 2026 |
| Edwin | Mysogland | Indiana Business Advisors, LLC | http://www.linkedin.com/in/edmysogland/ | December 2, 2023 | August 1, 2026 |
| Gary | Curran | Corporate Finance Associates Worldwide | http://www.linkedin.com/in/garycurran/ | December 17, 2020 | August 1, 2026 |
| Gerald | Kong | Trinity Transaction Advisory, LLC | http://www.linkedin.com/in/gerald-kong-6638295/ | March 10, 2017 | August 1, 2026 |
| Guy | Knuf | Moss Adams LLP | http://www.linkedin.com/in/guy-knuf-4b8b01122/ | September 27, 2012 | August 1, 2026 |
| John | Earll | Management Vision, P.C. | http://www.linkedin.com/in/john-j-earll-01a2ba12/ | August 27, 2020 | August 1, 2026 |
| Ken | Saddler | Blueprint Business Advisory | http://www.linkedin.com/in/kensaddler/ | November 29, 2022 | August 1, 2026 |
| Kenneth | Marks | High Rock Partners Inc | http://www.linkedin.com/in/khmarks | December 19, 2006 | August 1, 2026 |
| Mark | Underhill | BMSS, LLC | http://www.linkedin.com/in/mark-underhill-cpa-94156918 | September 22, 2019 | August 1, 2026 |
| Malinda | Passmore | Maximum Possibilities | http://www.linkedin.com/in/mindypassmorecfo/ | September 17, 2022 | August 1, 2026 |
| Patrick | Walsh | Skoda Minotti | http://www.linkedin.com/in/patrickwalsh14/ | September 20, 2019 | August 1, 2026 |
| Rosco | Graves | Polaxis | http://www.linkedin.com/in/roscograves/ | November 28, 2022 | August 1, 2026 |
| Ryan | Goral | G-Spire Group | http://www.linkedin.com/in/ryan-goral/ | November 19, 2021 | August 1, 2026 |
| Stuart | Lawson | SD Capital | http://www.linkedin.com/in/stu-lawson-21494a3/ | October 29, 2018 | August 1, 2026 |
| Tom | Springer | SD Capital | http://www.linkedin.com/in/tom-springer | October 29, 2018 | August 1, 2026 |
| Wayne | Pigott | SD Capital | http://www.linkedin.com/in/wayne-pigott-24938a51/ | November 16, 2023 | August 1, 2026 |
| Andrew | Lorimer | BMSS, LLC | https://www.linkedin.com/in/andrew-lorimer-cpa-68470a1b6/ | November 14, 2025 | August 1, 2026 |
| Brian | Agnew | Volition | BAS+ | https://www.linkedin.com/in/brianaagnew/ | November 28, 2023 | August 1, 2026 |
| Christine | Marshall | SD Capital | https://www.linkedin.com/in/christinejmarshall/ | (not set) | August 1, 2026 |
| Drent | Shields | Cherry Bekaert, LLP | https://www.linkedin.com/in/drent-shields-053b493/ | October 16, 2022 | August 1, 2026 |
| Jerry | Butz | TREP Advisors | https://www.linkedin.com/in/gerold-butz-bb41aa26b/ | (not set) | August 1, 2026 |
| Jaire | Ruffin | (not set) | https://www.linkedin.com/in/jaireruffin-mba/ | October 9, 2025 | August 1, 2026 |
| Jay | Lohman | Lohman Company,PLLC | https://www.linkedin.com/in/jaylohman/ | (not set) | August 1, 2026 |
| Jim | DeShayes | Transworld Business Advisors of Colorado | https://www.linkedin.com/in/jim-deshayes-675a4b4/ | September 18, 2024 | August 1, 2026 |
| Joel | Redmond | Key Bank | https://www.linkedin.com/in/jtredmond/ | July 18, 2022 | August 1, 2026 |
| Katie | Fleming | Owner Actions, Inc. | https://www.linkedin.com/in/katiemfleming/ | (not set) | August 1, 2026 |
| Maria Elena | Carrion | Multicultural Capital LLC | https://www.linkedin.com/in/maria-elena-carrion-6b09369 | September 23, 2016 | August 1, 2026 |
| Mark | Birmingham | Rock Hall Partners, LLC | https://www.linkedin.com/in/mark-birmingham4/ | December 17, 2025 | August 1, 2026 |
| Matt | Slawson | Rose Paving, LLC | https://www.linkedin.com/in/mattslawson/ | November 8, 2025 | August 1, 2026 |
| Naru | Aoyama | konica Minolta Business Solutions U.S.A. | https://www.linkedin.com/in/naru-aoyama-81459b11b/ | (not set) | August 1, 2026 |
| Overton | Ragland | Keiter CPA | https://www.linkedin.com/in/overtonragland/ | September 13, 2024 | August 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.