Sammy Spern
Director of Tax & Client Services
Sammy Spern brings both professional experience and lifelong immersion to his role at Financial 1 Wealth. With over five years of hands-on financial experience — and a childhood spent learning the business under the guidance of his mother, Tatyana Bunich — Sammy has developed a deep, intuitive understanding of financial planning and tax strategy.
From an early age, Sammy was exposed to the importance of strategy before products, and that philosophy continues to guide his work today. He is deeply passionate about educating clients, helping them understand their financial decisions, and supporting them as they work toward long-term confidence and clarity.
Sammy is especially committed to building personal, trusted relationships with each client. He approaches every engagement with the belief that clients should feel more like family — and that their success is something he is personally invested in.
Although his early pursuits centered around athletics, including competing on the Division III soccer field, Sammy’s devotion to finance ultimately led him to Towson University, where he earned his Bachelor of Arts degree. That same discipline, focus, and team-oriented mindset now shapes the way he serves clients.
Sammy specializes in working closely with professional athletes and entertainers, helping them navigate the unique financial complexities of their careers with thoughtful tax planning and strategic guidance. He also supports a wide range of other clients at Financial 1 Wealth, contributing across the firm’s planning and tax initiatives.
Outside of work, Sammy remains an avid football and basketball enthusiast, blending his lifelong passion for sports with his professional focus on helping clients protect and grow what they’ve earned.
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.
