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 | |
|---|---|---|---|---|---|
| Jeff | Bergamo | HBK CPAs & Consultants | https://www.linkedin.com/in/jeffbergamo | September 22, 2025 | October 1, 2026 |
| Jeff | Davis | Kimberly Advisors | https://www.linkedin.com/in/jeffdavis- | November 27, 2023 | September 1, 2026 |
| Jeff | Murphy | Murphy Advisory Solutions, LLC | https://www.linkedin.com/in/jeff-murphy-m-acc-cpa-7906b92/ | April 27, 2025 | April 1, 2026 |
| Jeffrey | Harris | Soltis Investment Advisors | https://www.linkedin.com/in/jeffrey-harris-cmaa-mba-30a805a/ | July 3, 2023 | May 1, 2026 |
| Jeffrey | Potts | Gold Country Advisors, Inc. | https://www.linkedin.com/in/jeffrey-potts-39b9b16/ | December 12, 2022 | October 1, 2026 |
| Jeffrey | Ruck | Ruckus Solutions Inc. | https://www.linkedin.com/in/jeffreyruck/ | November 24, 2025 | November 1, 2026 |
| Jessica | Seff | Statesman Corporate Finance, LLC | https://www.linkedin.com/in/jessica-seff-cfa-3657a323/ | June 18, 2019 | May 1, 2026 |
| Jessica | Trombley | Blue River Financial Group, Inc. | https://www.linkedin.com/in/jessica-trombley-004468237/ | November 14, 2025 | September 1, 2026 |
| Jim | DeShayes | Transworld Business Advisors of Colorado | https://www.linkedin.com/in/jim-deshayes-675a4b4/ | September 18, 2024 | August 1, 2026 |
| Jim | Harriot | Hindsight Advantage, LLC | https://www.linkedin.com/in/jimharriot/ | September 17, 2025 | July 1, 2026 |
| Jimmy | Cruse | UNCOMN, LLC | https://www.linkedin.com/in/jimmycruse/ | May 28, 2024 | March 1, 2026 |
| Joseph | Wik | Policastro & Associates, LLC | https://www.linkedin.com/in/joewik | November 22, 2022 | July 1, 2026 |
| John | Ravis | Transworld | https://www.linkedin.com/in/john-ravis-557b155a/ | (not set) | April 1, 2026 |
| John | Woodhull | Transworld Business Advisors | https://www.linkedin.com/in/john-woodhull-883309/ | September 24, 2024 | September 1, 2026 |
| Jorge | Junquera | United Surety and Indemnity Company (USIC) | https://www.linkedin.com/in/jorge-junquera-0aa9a52/ | October 1, 2014 | December 1, 2026 |
| Josh | Teeters | Waterloo Capital | https://www.linkedin.com/in/josh-teeters-02474a5 | November 18, 2025 | October 1, 2026 |
| Joel | Redmond | Key Bank | https://www.linkedin.com/in/jtredmond/ | July 18, 2022 | August 1, 2026 |
| Judson | Motes | BMSS, LLC | https://www.linkedin.com/in/judson-motes-cpa-7b747a133 | December 18, 2025 | July 1, 2026 |
| Karl | Heckendorn | MarketKinnect | https://www.linkedin.com/in/karlheckendorn22 | (not set) | October 1, 2026 |
| Katera | Snelling | RainCrow Capital | https://www.linkedin.com/in/katerasnelling/ | November 18, 2025 | July 1, 2026 |
| Kathleen | Dyson | KMG Consulting, LLC | https://www.linkedin.com/in/kathleen-dyson-9b540214/ | November 15, 2025 | September 1, 2026 |
| Katie | Fleming | Owner Actions, Inc. | https://www.linkedin.com/in/katiemfleming/ | (not set) | August 1, 2026 |
| Kayla | West | Western Alliance Bank | https://www.linkedin.com/in/kaylawest01 | April 1, 2026 | April 1, 2027 |
| James | Keck | Onar Holdings | https://www.linkedin.com/in/keck-james-keck/ | June 6, 2026 | June 6, 2027 |
| Keeton | Frye | BG/Bluestem | https://www.linkedin.com/in/keeton-frye-8b69b5a9 | March 16, 2026 | March 16, 2027 |
| Kevin | Dombroski | The Siegfried Group | https://www.linkedin.com/in/kevin-dombroski-cpa-cma-cfe/ | April 17, 2026 | April 17, 2027 |
| Kevin | Maahs | Vertess Advisors, LLC | https://www.linkedin.com/in/kevin-maahs-2aa6aa346/ | (not set) | September 1, 2026 |
| Greg | Duncan | Murphy Business and Financial Services - NOVA | https://www.linkedin.com/in/kgregduncan/ | November 8, 2025 | October 1, 2026 |
| Khaled | Azar | Livmo | https://www.linkedin.com/in/khaledazar | (not set) | March 1, 2026 |
| Keith | Young | Sunbelt Business Brokers | https://www.linkedin.com/in/kyoung1/ | (not set) | March 1, 2026 |
| Leo | Novakovic | Nova Capital & Advisory Inc. | https://www.linkedin.com/in/leo-novakovic/ | June 10, 2026 | June 17, 2026 |
| Linda | Hammons | solidCore CFO | https://www.linkedin.com/in/lindahammonscfo/ | (not set) | May 1, 2026 |
| Lisa | Elster | Morrissey Goodale | https://www.linkedin.com/in/lisa-elster/ | November 29, 2025 | September 1, 2026 |
| Logan | Hunter | Hunter Business Law | https://www.linkedin.com/in/logan-hunter-470a06202/ | June 14, 2026 | June 17, 2026 |
| Maria Elena | Carrion | Multicultural Capital LLC | https://www.linkedin.com/in/maria-elena-carrion-6b09369 | September 23, 2016 | August 1, 2026 |
| Maria | Kutscher, CEPA, CFP, CFA, CPWA | Club Level Consulting | https://www.linkedin.com/in/mariakutscher/ | December 26, 2025 | October 1, 2026 |
| Mark | Birmingham | Rock Hall Partners, LLC | https://www.linkedin.com/in/mark-birmingham4/ | December 17, 2025 | August 1, 2026 |
| Marlik | Depp | Ergo Comps | https://www.linkedin.com/in/marlikdepp/ | November 27, 2025 | July 1, 2026 |
| Marty | Fahncke | Westbound Road, LLC | https://www.linkedin.com/in/martyfahncke/ | (not set) | March 1, 2026 |
| Mark | Sdao | Avalon Partners | https://www.linkedin.com/in/masdao/ | (not set) | February 1, 2026 |
| Matthew | Heron | Horizon Advisors Group | https://www.linkedin.com/in/matthewheron | May 21, 2026 | May 21, 2027 |
| Matthew | Berg | North Kendrick | https://www.linkedin.com/in/matthewjberg/ | March 9, 2026 | March 9, 2027 |
| Matthew | DeWitte | Bell Nunnally | https://www.linkedin.com/in/matthew-j-dewitte-719b2a14b | May 10, 2026 | May 10, 2027 |
| Matthew | Sprague | Hedman M&A Advisors | https://www.linkedin.com/in/matthewspraguecpa | December 12, 2022 | July 1, 2026 |
| Matt | Slawson | Rose Paving, LLC | https://www.linkedin.com/in/mattslawson/ | November 8, 2025 | August 1, 2026 |
| McLean | Coble | CGO Capital LLC | https://www.linkedin.com/in/mcleancoble | March 6, 2026 | March 6, 2027 |
| Mehmood | Syed | Syed Brokerage | https://www.linkedin.com/in/mehmood-h-syed-cmaa-3a091626/ | October 1, 2013 | October 1, 2026 |
| Michael | Bentivegna | Eisner Amper LLP | https://www.linkedin.com/in/michael-bentivegna-cpa-cfe-070b1620/ | November 26, 2025 | July 1, 2026 |
| Michael | Brown | Kingdom Architects | https://www.linkedin.com/in/michael-brown-4b234588/ | April 18, 2026 | April 18, 2027 |
| Michael | Edouard | Desjardins | https://www.linkedin.com/in/michael-edouard-088b1967?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=android_app | (not set) | December 1, 2026 |
Questions related to the CM&AA® Directory should be directed to the AM&AA at
info@amaaonline.com or 312-856-9590.