Where Service, Experience and Creativity Meet



Mark a.k.a "George" Spinelli

Mark a.k.a "George" Spinelli is both a Certified Financial PlannerĀ® and a Certified Public Accountant. After graduating from Rowan University in 1982, Mark went on to work for Price Waterhouse Coopers before starting his own firm in 1990.

By building, servicing, and managing a practice that focuses on all aspects of your personal wealth for more than 20 years, Mark brings a rare combination of tax, investing, and financial planning knowledge to your engagement!

Mark is past president, and an active member of the Watchung Warren Rotary Club. He is a member of the American Institute of Certified Public Accountants and the New Jersey Society of Certified Public Accounts.


Yiming (Amanda) Luo

Amanda is a Certified Public Accountant, specializing in effective tax planning and accounting solutions for individuals and businesses.

She graduated Cum Laude with a Master of Science Degree in Accountancy from Simon Graduate School of Business, University of Rochester. Amanda graduated Cum Laude with a Bachelor of Science degree in Finance from Guangdong University of Foreign Studies, Guangzhou, China.

She continues to serve as an Ambassador of the Simon Graduate School of Business conducting interviews and bridging the gap between incoming students and faculty.

Amanda is fluent in English, Mandarin and Cantonese.