Jeffrey Linker, CPA
Director of Tax Services
Jeffrey Linker, bringing more than 45 years of experience in accounting and taxation to the firm. His extensive career provides clients with seasoned guidance through even the most complex tax situations.
Throughout his career, Jeffrey has worked with a variety of local accounting firms, specializing in tax planning and compliance for small businesses and individuals. His experience spans a wide range of industries, with significant emphasis on real estate and healthcare services, where tax complexity and strategic planning are critical.
Jeffrey’s decades of hands-on experience have exposed him to virtually every type of tax challenge—from straightforward individual returns to highly complex, multi-layered business and investment scenarios. This depth allows him to identify issues early, anticipate risks, and design practical, effective solutions that align with each client’s broader financial strategy.
As a Certified Public Accountant and a member of the Maryland Association of CPAs, Jeffrey remains committed to the highest professional standards and ongoing education. At Financial 1 Wealth, he works closely with the firm’s advisors, attorneys, and planning team to ensure that tax strategy is fully integrated into each client’s Strategic Wealth Blueprint™.
Jeffrey’s approach is grounded in clarity, accuracy, and long-term thinking—helping clients reduce unnecessary tax exposure, stay compliant, and make informed decisions that support their overall financial goals.
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.
