Broker Check

8850 Columbia 100 Parkway
Suite 403
Columbia, MD 21045

Financial 1 Wealth Management Group

410-908-9293

 

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.

 

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...

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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...

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Michael Bunich

Real Estate Specialist

Bringing extensive knowledge and experience of the Real Estate market, Michael offers his clients an outstanding level of service. Honesty and integrity are two characteristics that have helped Michael build a business of repeat...

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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...

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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...

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