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
CarolFrankBirdsEye Advisory Group, LLChttp://www.linkedin.com/in/carol-frank-boulder/October 1, 2018April 1, 2026
JeanetteJordanWithumhttp://www.linkedin.com/in/jeanette-emmons-jordan-21920212/October 2, 2018September 1, 2026
BrendanHollisAldrich CPAs + Advisors LLPhttp://www.linkedin.com/in/brendanholliscpaaldrich/October 28, 2018August 1, 2026
TomSpringerSD Capitalhttp://www.linkedin.com/in/tom-springerOctober 29, 2018August 1, 2026
StuartLawsonSD Capitalhttp://www.linkedin.com/in/stu-lawson-21494a3/October 29, 2018August 1, 2026
VasilisGeorgiouCrossRoads Business Brokershttp://www.linkedin.com/in/vasilisgeorgiou/October 31, 2018May 1, 2026
RhysDekleStrategic Alternatives LLChttp://www.linkedin.com/in/rhysdekle/February 1, 2019February 1, 2026
JeffNeumeisterNeumeister & Associates, LLPhttp://www.linkedin.com/in/ForensicAcctFebruary 1, 2019February 1, 2026
JimKuykendallIBG Fox & Finhttp://www.linkedin.com/in/james-kuykendall-jd-mba-cmaa-a9058311/February 3, 2019February 1, 2026
EricHeathBluejay Advisorshttps://www.linkedin.com/in/ericheath06/0February 4, 2019November 1, 2026
LeightonGibsonPwChttp://www.linkedin.com/in/leighton-gibson-067b4278/May 5, 2019April 1, 2026
PeterFlippenIEI Advisorshttp://www.linkedin.com/in/peter-flippen-55636a1/May 6, 2019October 1, 2026
DavidRoutzahnHempstead & Co. Inc.(not set)May 10, 2019June 1, 2026
BoydBurtonSpeedwell Monaco, Inc.https://www.linkedin.com/in/boyd-burton-mba-cmaa-82074819/June 14, 2019April 1, 2026
AllenCrouchStrategic Growth Advisors, LLChttp://www.linkedin.com/in/allen-crouch-67631b15/June 14, 2019August 1, 2026
BradMinorBlue & Co., LLC(not set)June 15, 2019June 1, 2026
JessicaSeffStatesman Corporate Finance, LLChttps://www.linkedin.com/in/jessica-seff-cfa-3657a323/June 18, 2019May 1, 2026
AndrewFulfordEu & Phi Advisorshttp://www.linkedin.com/in/afulford/June 22, 2019February 1, 2026
PatrickWalshSkoda Minottihttp://www.linkedin.com/in/patrickwalsh14/September 20, 2019August 1, 2026
MarkUnderhillBMSS, LLChttp://www.linkedin.com/in/mark-underhill-cpa-94156918September 22, 2019August 1, 2026
ZaherBashaYeo & Yeo PC(not set)September 30, 2019December 1, 2026
JeremyBrokerMoss Adams LLP(not set)November 4, 2019October 1, 2026
ChristopherBattistaLaw Offices of Christopher M Battistahttps://www.linkedin.com/in/chris-battista-7129a14/November 10, 2019March 1, 2026
RichardBurkeBurke Financial Services LLChttp://www.linkedin.com/mwlite/in/rburkecpaJanuary 31, 2020December 1, 2026
JonathanMoorePKF O'Connor Davieshttp://www.linkedin.com/in/jonathanmoorecpa/January 31, 2020June 1, 2026
CarlVon HakeRusk O'Brien Gido + Partners(not set)January 31, 2020September 1, 2026
GlenMitchellB2B CFOhttps://www.linkedin.com/in/glenmitchellcfoFebruary 8, 2020January 1, 2027
NathanWentworthMorrissey Goodale LLChttp://www.linkedin.com/in/nwentworth/August 19, 2020June 1, 2026
TysonWeekesSkinner Clouse Grouphttp://www.linkedin.com/in/tyson-weekes-msat-cpa-b2183120/August 20, 2020January 1, 2027
WilliamLundtFreeman Lundthttp://www.linkedin.com/in/scott-lundt-66baba175/August 20, 2020July 1, 2026
JamesSandersMPL Law Firmhttp://www.linkedin.com/in/james-sanders-esquire/August 20, 2020November 1, 2026
DerekGarlandU.S. Bankhttp://www.linkedin.com/in/derek-j-garland-cfp®-07723024/August 20, 2020May 1, 2026
LoriTurner-WilsonRedRover Sales & Marketing Strategyhttp://www.linkedin.com/in/redrover/August 22, 2020June 1, 2026
RobertEisenstadtApriohttp://www.linkedin.com/in/robert-eisenstadt-b1b238/August 23, 2020September 1, 2026
ArnieHendricksFinancial Management Resourceshttp://www.linkedin.com/in/arnie-hendricks-6b767/August 23, 2020June 1, 2026
DavidProwseVelorum Business Advisoryhttp://www.linkedin.com/in/davidprowsetoronto/August 24, 2020July 1, 2026
RichardScigajEasy Dynamics Corporationhttp://www.linkedin.com/in/richardscigaj/August 25, 2020July 1, 2026
RobertPiacitelliThirdSide Capital llchttp://www.linkedin.com/in/rpiacitelli/August 27, 2020April 1, 2026
MatthewAllisonCitrin Cooperman Advisorshttp://www.linkedin.com/in/matthew-allison-460aa215/August 27, 2020September 1, 2026
KirkJarrettNichols Cauley & Associates, LLChttp://www.linkedin.com/in/kirk-jarrett-62535a15/August 27, 2020November 1, 2026
JohnEarllManagement Vision, P.C.http://www.linkedin.com/in/john-j-earll-01a2ba12/August 27, 2020August 1, 2026
DavidNelsonVerdence Capitalhttp://www.linkedin.com/in/david-nelson-cfa-04351932/August 27, 2020April 1, 2026
BryanBerentBlue River Financial Group, Inc.http://www.linkedin.com/in/bryan-berent-1a23884/August 28, 2020March 1, 2026
BenjaminCurtisFootprint Capital LLC(not set)August 28, 2020December 1, 2026
YatinThakoreTechnologyPark.comhttp://www.linkedin.com/in/ythakore/August 29, 2020June 1, 2026
GregoryCarlsonBoyum Barenscheer PLLPhttp://www.linkedin.com/in/gregory-carlson-cpa-899ba550/August 29, 2020July 1, 2026
EdwardPapierAmadeus Wealth Alternativeshttp://www.linkedin.com/in/edpapier/August 29, 2020September 1, 2026
BerlinHaugenBowpoint, LLChttp://www.linkedin.com/in/berlinhaugen/August 29, 2020February 1, 2026
TonyBoschettoBrook Trail Associateshttp://www.linkedin.com/in/avboschetto/August 29, 2020October 1, 2026
RahsaanFreemanFreeman Lundthttp://www.linkedin.com/in/rahsaan-freeman-0614b627/August 30, 2020June 1, 2026

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

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