Elana Spern
Director of Operations & Marketing
Elana Spern leads the firm’s operational strategy, client communications, and marketing initiatives with a strong focus on clarity, connection, and growth.
Elana joined Financial 1 Wealth in 2023, bringing with her a solid foundation in communications, supported by a Bachelor’s degree from the University of Maryland. Her background allows her to effectively bridge strategic messaging with operational execution—ensuring that clients experience consistency, professionalism, and thoughtful engagement at every stage of their relationship with the firm.
Licensed in life and health insurance, Elana supports the firm’s ability to deliver comprehensive financial strategies while maintaining a high standard of coordination across planning, marketing, and client service. She plays a key role in aligning messaging with the firm’s strategy-first philosophy and fiduciary commitment.
In her role, Elana excels at streamlining internal processes, enhancing the overall client experience, and ensuring seamless collaboration between operations, marketing, and advisory teams. Her passion for building meaningful relationships and her ability to develop impactful, client-focused strategies have made her an integral part of Financial 1 Wealth’s continued growth and success.
Elana’s leadership helps ensure that every client interaction reflects the firm’s core promise: clarity, confidence, and a personalized approach built around what matters most.
That’s why we built the Keep-More Wealth Plan™ — a simple, proven approach to help you:
Keep more of what you earn
Build reliable income for life
Protect your family’s future
Meet the Team
At Financial 1 Wealth, you don’t work with just one advisor — you work with a team of experienced professionals dedicated to protecting what you’ve built. Our firm brings together financial advisors, CPAs, and an in-house attorney to deliver coordinated, strategy-first guidance across every area of your financial life. Each member of our team plays a specific role in helping ensure your plan is thoughtful, integrated, and built around your best interests.
Together, we focus on one goal: helping you keep more of what you earn, retire with confidence, and protect your family’s legacy.
Tatyana Bunich
President & Founder
With over 35 years of experience, Tatyana founded Financial 1 Wealth to help families protect their wealth through strategy-first planning, integrity, and long-term clarity.
Brian M. Spern
Senior Estate, Business & Wealth Planning Attorney
Brian provides in-house legal guidance for estate planning, asset protection, and business formation, ensuring each client’s strategy is legally sound and thoughtfully structured.
Jeffrey Linker
Director of Tax Services
With more than 45 years of experience, Jeffrey leads tax strategy for individuals and small businesses, specializing in complex tax planning across multiple industries.
Sammy Spern
Director of Tax & Client Services
Sammy leads tax strategy and client relationships with a focus on education, personalization, and long-term success, working closely with clients at every stage of planning.
Staci Henderson
Chief Operating Officer (COO)
Staci oversees firm operations with a focus on accuracy, efficiency, and client experience, ensuring strategies are executed seamlessly and with precision.
Elana Spern
Director of Operations & Marketing
Elana leads operations, communications, and marketing initiatives, helping create a clear, consistent, and engaging experience for clients and the firm as a whole.
Malinda Trapp
Director of Client Services
Malinda ensures a seamless, high-quality client experience through exceptional service, attention to detail, and reliable coordination at every step.
