Our Team

Financial 1 Tax Team

Financial 1 Tax Meet the Experts! Find highly qualified, licensed and certified accountants, CPAs, experts and attorneys at Financial 1 Tax. Our friendly team aspires to provide a “5-Star Experience” to each and every client. Read more about the team below, guided by Founder and President Tatyana Bunich, Financial Advisor & Certified Estate Planner (CEP).

Schedule an appointment online, or call 410-908-9293.


Tatyana BunichPresident

Tatyana Bunich, President, Financial 1 Tax and Wealth ManagementTatyana Bunich is a Financial Advisor, Certified Estate Planner (CEP) and Wealth Manager with over 30 years of experience in the financial services industry. She is respected member of the National Association of Tax Professionals (NATP).

Known for her deeply personalized approach, Tatyana has built a reputation for unwavering integrity and a relentless commitment to her clients’ success. Her journey began in 1991 in New York City, where she quickly made a name for herself at Chase Wealth Management and USI, specializing in advising high-net-worth individuals on complex financial matters, including tax strategies, retirement planning, investments, long-term care, and estate planning.

In 2001, Tatyana founded Financial 1 Wealth, a full-service comprehensive financial planning firm dedicated to serving families across the United States. As a Certified Estate Planner (CEP), Tatyana’s expertise spans decades, and her mission is clear: to empower families with straightforward, measurable, and actionable financial strategies. Her primary goal is to keep her clients’ wealth within their families, ensuring that their legacies are preserved for generations to come.

Tatyana specializes in the senior market, helping seniors grow financially and transition from their working years to retirement. She believes in educating families on how to develop simple, measurable and attainable retirement plans.

In addition to running her company, Tatyana is the mother of 3 beautiful children, Sammy, Elana, and Kayla. In her spare time, she enjoys spending time with her children, photography, baking and volunteering in the community. Learn more about Tatyana



Brian M. SpernElder Law and Estate Planning Attorney

Brian Spern, Elder Law and Estate Planning Attorney, Financial 1 TaxPrior 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. Learn more about Brian



Jeffrey W. LinkerCPA

Jeffrey Linker, CPA, Financial 1 TaxPrior 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. You can schedule an appointment with an accountant right here anytime.



Stacey HendersonAccounting

Stacey Henderson, Accounting, Financial 1 TaxStacey 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.



Sammy Spern — Client Services, Director

Sammy Spern, Director of Client Services, Financial 1 Tax

Sammy Spern inherited his passion for financial planning from his mother, Tatyana Bunich. From an early age, Sammy was immersed in the world of finance, and it quickly became a natural extension of who he is. His unique perspective and expertise lie in working closely with professional athletes, guiding them through the complex financial landscape that comes with their careers. Sammy’s love for sports, particularly football and basketball, seamlessly intertwines with his professional endeavors, making him not just a financial advisor, but a trusted partner who understands the unique challenges and opportunities that his clients face.

Sammy holds a Bachelor’s degree in mass communication from Towson University. He played Division III soccer in college, and loves football and basketball.

Sammy brings a powerful combination of experience, passion, and personalized care to the families he and the team serve. Let our expertise guide you toward a more secure financial future, where every decision works together to support your dreams.



Elana Spern — Sales/Marketing Assistant

Financial 1 Wealth, Elana Spern, Marketing DirectorElana has been working with Financial 1 since 2020, supporting the needs of both the Wealth and Tax sides of our services.

Elana holds a Communication degree from the University of Maryland.



Ally Ibach — Administrative Assistant

Ally Ibach, Administrative Assistant, Financial 1Ally has been working with Financial 1 Wealth and Tax since 2020. Ally holds a Master of Arts from the University of Essex (Distinction) and a Bachelor of Fine Arts from Towson University (Cum Laude).



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