Tatyana Bunich, CEP, RFC
President & Founder
Tatyana Bunich is a highly respected financial advisor with more than 35 years of experience in the financial services industry. She is widely known for her strategic, client-first approach and her unwavering commitment to helping families protect what they’ve built and keep their wealth where it belongs — in the family.
Tatyana holds her Series 7, Series 63, and Series 66 securities registrations, along with insurance licenses in multiple states. She is also a Certified Estate Planner (CEP) and a Registered Financial Consultant (RFC). Her credentials reflect decades of hands-on expertise across investments, tax strategy, retirement income planning, long-term care planning, and estate and legacy planning.
She began her career in New York City in 1991, where she built a strong foundation working with major institutions including JP Morgan (formerly known as Chase Wealth Management) and USI. During this time, Tatyana specialized in advising high-net-worth individuals on complex financial matters, developing a reputation for clarity, integrity, and strategic thinking.
In 2001, Tatyana founded Financial 1 Wealth with a clear vision: to create a comprehensive financial planning firm built on strategy, not product sales. Her philosophy centers on starting with a Strategic Wealth Blueprint™ — a clear, measurable plan that coordinates tax planning, investment management, retirement income, asset protection, and estate planning before any solutions are implemented.
Tatyana is deeply committed to empowering the families she serves through straightforward, actionable guidance. Her primary goal has always been to help clients make informed decisions and to ensure their wealth supports their lives, their values, and future generations.
Beyond her professional work, Tatyana is a devoted mother to her three children — Sammy, Elana, and Kayla. She cherishes time spent together as a family, often cooking and baking in the kitchen on weekends. She also enjoys music, yoga, Pilates, and relaxing with loved ones at the beach.
Through leadership, education, and advocacy, Tatyana continues to guide Financial 1 Wealth with the same principles that have defined her career from the start: clarity over confusion, strategy over products, and people over transactions.
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
Education Comes First
For Tatyana Bunich, financial planning has always been about education before decisions.
She believes the most costly financial mistakes happen when people are forced to make important choices without truly understanding how taxes, investments, retirement, and estate planning work together. That belief is what led her to create Smart Money Radio and co-author Strategic Wealth.
Each week on Smart Money Radio, Tatyana breaks down complex financial topics into clear, practical guidance — with no jargon and no product pitch. Her book, Strategic Wealth, expands on that same philosophy, introducing readers to the importance of building a Strategic Wealth Blueprint™ before making financial decisions.
Whether through the radio show, the book, or one-on-one conversations, Tatyana’s mission is simple: Educate first, simplify the complex, and help families protect what they’ve built — and who they’re building it for.
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.
