Our Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s the best approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation. Find our locations in the DC-Baltimore area in Maryland, and now in the Miami Metro area in Florida, or work with us remotely online (Zoom available).

Tatyana Bunich

President / Founder

Tatyana Bunich is a Wealth Manager and a Certified Estate Planner (CEP) .She has been practicing as a financial planner for over 20 years. She holds Series 7, 63, and 66. She is also a member of the National Association of Tax Professionals (NATP). Serving clients since 1991, Tatyana began her career in financial services in New York City. In NYC, she worked at Chase Wealth Management Group and USI, where she worked with high net worth individuals advising clients on issues such as tax, retirement, investment, long-term care, and estate planning. In 2001, Tatyana formed Financial 1 Wealth Management Group, which grew to be a full service, comprehensive financial planning firm with two locations in Columbia and Baltimore, MD. She believes in educating families on how to develop simple, measurable and attainable retirement plans.

Brian Spern

Elder Law and Estate Planning Attorney

Prior to entering the field of law, Brian M. Spern worked in the field of public accounting at national and regional accounting firms. His areas of concentration included financial services, real estate and not-for-profit.

Mr. Spern is admitted to the bars of Maryland, District of Columbia, State of New York and State of New Jersey. He is a member of the Elder Law and Estates and Trusts Sections of the Maryland State Bar Association, The Bar Associations of Baltimore City and Baltimore County and the District of Columbia Bar Association.

Mr. Spern has lectured extensively throughout the State on “Elder Law” and “Estate Planning.” He is an advocate of community outreach programs and continues to serve the Baltimore community by providing pro bono estate measures to underprivileged and elderly individuals.

Mr. Spern’s legal practice concentrates on “Estate Planning,” “Elder Law” legal issues facing senior citizens as well as General Civil Litigation.

Jeffrey Linker

CPA

Prior to joining Financial 1, Mr. Linker worked at various local accounting firms. He specializes in accounting and taxation for small businesses and individuals.

Mr. Linker is a member of the Maryland Association of CPAs.

Don’t hesitate to reach any of our staff to make an appointment – we’re here to assist you with all your financial and accounting needs, including tax preparation, personal and business accounting and estate planning.

Staci Henderson

Accounting

Stacey brings over ten years of professional experience in the accounting and healthcare industry.

Her academic background includes a Masters in Health Care Administration from the University of Maryland, and a Bachelor of Science in Business Administration with an emphasis in Accounting from Stevenson University.