Malinda Trapp
Director of Client Services
Malinda Trapp, brings over a decade of experience in the financial services industry and a deep commitment to delivering an exceptional client experience.
Malinda is known for her strong technical knowledge, professionalism, and reliability. She plays a vital role in ensuring that every client interaction is seamless, well-coordinated, and handled with the highest level of care and attention to detail. Her ability to anticipate needs and manage complex processes behind the scenes allows clients to feel supported, informed, and confident at every stage of their relationship with the firm.
With a service-first mindset, Malinda is dedicated to building trust and long-term relationships with clients. She takes pride in providing a high-quality, personalized experience, ensuring that each client feels valued and well cared for—never like just a number.
At Financial 1 Wealth, Malinda’s leadership helps ensure that the firm’s Strategic Wealth Blueprint™ is not only thoughtfully designed, but also executed with precision and consistency. Her passion for excellence and her unwavering focus on client satisfaction make her an essential part of the firm’s ability to deliver clarity, confidence, and results.
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.
