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
RobertMaxonPKF O'Connor Davies(not set)April 20, 2024March 1, 2026
RobertPetreMcIntosh Corporation(not set)April 27, 2021March 1, 2026
RobertEisenstadtApriohttp://www.linkedin.com/in/robert-eisenstadt-b1b238/August 23, 2020September 1, 2026
RobertHartmanWestern M&A Advisoryhttp://www.linkedin.com/in/robjhartman/November 22, 2022September 1, 2026
RobertPiacitelliThirdSide Capital llchttp://www.linkedin.com/in/rpiacitelli/August 27, 2020April 1, 2026
RobertRichardsonGovCon Finance (Advisory)https://www.linkedin.com/in/bob-richardson-cmaa-78a65b42/March 8, 2024November 1, 2026
RileyannSextonScott CPAs(not set)April 12, 2023January 1, 2027
RickThomasFirst Generation Advisorshttp://www.linkedin.com/in/richardpiercethomasApril 20, 2023September 1, 2026
RickSimonsenMoss Adams LLPhttp://www.linkedin.com/in/rick-simonsen-9a561734/May 21, 2023March 1, 2026
RickWilcoxPoint North Advisors, LLChttp://www.linkedin.com/in/rick-wilcox-713a47149March 4, 2016February 1, 2026
RichardCurryST Facility Maintenance Consulting, LLChttp://www.linkedin.com/in/richard-curry-5170546/October 30, 2017October 1, 2026
RichardScigajEasy Dynamics Corporationhttp://www.linkedin.com/in/richardscigaj/August 25, 2020July 1, 2026
RichardStrautmanStony Hill Advisorshttp://www.linkedin.com/in/richard-strautman-5886154April 2, 2023February 1, 2026
RichardWeinerAAFCPAshttp://www.linkedin.com/meJuly 5, 2023May 1, 2026
RichardBurkeBurke Financial Services LLChttp://www.linkedin.com/mwlite/in/rburkecpaJanuary 31, 2020December 1, 2026
RichardParryAtlantic M&Ahttps://www.linkedin.com/in/richard-parry-/March 6, 2025February 1, 2026
RichardHornerCNMA Solutionshttps://www.linkedin.com/in/rich-horner/(not set)March 1, 2026
RhysDekleStrategic Alternatives LLChttp://www.linkedin.com/in/rhysdekle/February 1, 2019February 1, 2026
RebeckaTalleySD Capital(not set)November 16, 2023August 1, 2026
RayCarterSunbelt Business Advisors(not set)July 23, 2021May 1, 2026
RayFernandez Jr.ABIP CPAs and Advisors, LLChttps://www.linkedin.com/in/rayjfernandez/June 2, 2024March 1, 2026
RandyBabiBlue River Financial Group, Inc.https://www.linkedin.com/in/rbabi/November 14, 2025September 1, 2026
RahsaanFreemanFreeman Lundthttp://www.linkedin.com/in/rahsaan-freeman-0614b627/August 30, 2020June 1, 2026
RaChelGreviousVERTESS Healthcare Advisorshttps://www.linkedin.com/in/rachel-grevious-340032209March 6, 2026March 6, 2027
PriscillaZambranoVector Advisory Services LLC(not set)(not set)October 1, 2026
PratikMehtaPratik Mehta Professional Corporationhttp://www.linkedin.com/in/pratik-mehta-cpa-ca-macc-433906b2April 2, 2023January 1, 2027
PhilipBernstorfHeartland Business Advisory LLC(not set)(not set)April 1, 2026
PhilParetRize Global Partnershttps://www.linkedin.com/in/philparet/(not set)August 1, 2026
PeterHong HuynhFulcrumBridge International(not set)April 20, 2023February 1, 2026
PeterMartinPinion(not set)April 27, 2012January 1, 2027
PeterClarkeBaldwinClarkehttp://www.linkedin.com/in/peter-clarke-52b28a23/April 27, 2018May 1, 2026
PeterFlippenIEI Advisorshttp://www.linkedin.com/in/peter-flippen-55636a1/May 6, 2019October 1, 2026
PeteMillerClark Nuberhttps://www.linkedin.com/in/pete-miller-b0b5a02/May 26, 2023March 1, 2026
PaulaKrugerWhite Rock Business Advisorshttp://www.linkedin.com/feed/November 10, 2021January 1, 2027
PaulaSmithersFedCom Advisory Grouphttps://www.linkedin.com/in/paula-smithers-cpa-2aba18a/October 15, 2025August 1, 2026
PaulChaseOff-Ramp Advisors LLChttp://www.linkedin.com/in/paulchaseofframpadvisorsMarch 12, 2026March 12, 2027
PaulHavilandCorporate Development Advisorshttp://www.linkedin.com/in/paulhaviland2319/April 29, 2021March 1, 2026
PaulChastantThe Sisung Grouphttp://www.linkedin.com/in/paul-thomas-chastant-iii-b423b826/November 1, 2014January 1, 2027
PaulVisokeyStony Hill Advisorshttp://www.linkedin.com/in/paulvisokey/December 15, 2020December 1, 2026
PaulVokatyAvalon Partnershttp://www.linkedin.com/in/paulvokaty/November 12, 2021November 1, 2026
PatrickLyonsPeak Valuation & Financial Planning, LLC(not set)August 17, 2004May 1, 2026
PatrickSullivanConnecticut Wealth Management, LLC(not set)April 23, 2023February 1, 2026
PatrickWalshSkoda Minottihttp://www.linkedin.com/in/patrickwalsh14/September 20, 2019August 1, 2026
OvertonRaglandKeiter CPAhttps://www.linkedin.com/in/overtonragland/September 13, 2024August 1, 2026
OlaSoderquistBioxytran, Inc.http://www.linkedin.com/in/olasoderquist/September 18, 2015October 1, 2026
OksanaKomarnyckyjNorthern Trusthttp://www.linkedin.com/in/oksanakomarnyckyj/March 3, 2018November 1, 2026
NolanKappAllston Advisory Group LLChttp://www.linkedin.com/in/nolan-k-kapp-5b6568b/March 4, 2016May 1, 2026
NoemiKinseyBlue River Financial Group, Inc.http://www.linkedin.com/in/noemi-kinsey-466a2990/April 18, 2023March 1, 2026
NirmailDhaliwalDC Government(not set)October 15, 2014December 1, 2026
NigelFentyCemtel Asset Managementhttps://www.linkedin.com/in/nigel-fenty/March 26, 2022January 1, 2027

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

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