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Mark a.k.a "George" Spinelli, CPA, CFP® - Founder

Mark a.k.a "George" Spinelli attended Rowan University, and worked for Price Waterhouse Coopers in New York City.

He specializes in investment and wealth management, with more than 30 years of experience.  

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

Mark Sinelli

(732) 564-9404


Yiming (Amanda) Luo, CPA, CFP®, CFA

Yiming is a senior associate specializing in private wealth investment and taxation. She joined the firm in 2013.

She graduated with a Master of Science Degree in Accountancy from Simon Graduate School of Business, University of Rochester and received her undergraduate from Guangdong University of Foreign Studies with a Bachelor of Science in Finance.

Yiming is also fluent in Mandarin, and Cantonese.

Yiming (Amanada) Luo

(732) 564-9404

Dennis Tan

Dennis graduated Cum Laude from Rutgers University, New Brunswick with a Bachelor of Science in Accountancy and has completed all parts of the CPA examination.

He specializes in financial planning and taxation.

Dennis grew up in Warren Township, attending Central School, Warren Middle School, and graduated from Watchung Hills Regional High School.

Dennis Tan

(732) 564-9404


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(732) 564-9404