Our dedicated team of SECU Financial Partners consultants are experienced, attentive, and (most importantly) really good at listening. We understand that making long-term decisions about money can often be daunting and overwhelming.
We are committed to learning what’s important to you. Our approach is to tailor our strategy and advice to serve your current financial needs and support your future goals.
Jonathan Wasey CFP®
LPL Financial Advisor
Jonathan Wasey is an LPL Financial Advisor for SECU Financial Partners where he focuses on providing a holistic approach to financial planning, which offers a partnership between advisor and credit union members in support of their overall financial and personal goals. Jon, a CERTIFIED FINANCIAL PLANNER™ professional, has more than 25 years of experience in the financial services industry working within the Baltimore–Washington metropolitan area.
Contact Jonathan
Leslie Jurado CRPC®
LPL Financial Advisor
Leslie Jurado is the LPL Financial Advisor for SECU Financial Partners. As a seasoned financial professional whose financial services career has spanned 14 years in Financial Services, including 10 years of wealth management experience, Leslie is a team member of the SECU Financial Partners located at State Employee CU of MD. She also is a Chartered Retirement Planning Counselor (CRPC conferred by College for Financial Planning) equipped with the knowledge and tools to help clients with their retirement goals. Our team will focus on providing a holistic approach to financial planning, which offers a partnership between advisor and credit union member in support of their overarching financial goals.
Contact Leslie
Stephen Rafter
LPL Financial Advisor
Stephen Rafter is an LPL Financial Advisor for SECU Financial Partners. As a seasoned financial professional whose financial services career has spanned 13 years in Financial Services, including 11 years of wealth management experience, Stephen is a team member of SECU Financial Partners located at State Employee CU of MD. Our team will focus on providing a holistic approach to financial planning, which offers a partnership between advisor and credit union member in support of their overarching financial goals.
Contact Stephen
Anu Disanayaka
Operations Manager
Anu Disanayaka is an Operations Manager at SECU Financial Partners, located at SECU of Maryland. As a seasoned financial professional whose financial services career has spanned 11 years, including 2 years of wealth management experience, Anu contributes to training and development of retail banking staff at SECU of MD with regards to SECU Financial Partners as well as focuses on client experience by supporting the LPL Financial Advisors on the team.
Contact Anu
Jim Mellendick
Managing Director, Wealth Management
Jim Mellendick is the Managing Director, Wealth Management, for SECU of Maryland. As a seasoned executive whose financial services career has spanned more than 18 years in wealth management and banking, Mellendick is responsible for leading the SECU Financial Partners division of SECU. Mellendick’s team focuses on providing a holistic approach to financial planning, which offers a partnership between advisor and member in support of their overarching financial goals.
Contact Jim
Andy Hall
LPL Financial Advisor
Andy Hall has been in the Financial Services and Banking Industry for 29 years, helping individuals and small businesses pursue growth and preservation of their wealth through investment management and holistic financial planning. He holds a Series 7 and a Series 66 securities registration with LPL Financial for 10 States and the District of Columbia. Additionally, he holds a Maryland Life and Health insurance license.
Contact Andy
Explore Careers
Start your career with SECU Financial Partners. Browse open positions and apply to be a part of our team.
Ready to Take the First Step?
A SECU Financial Partners consultant can answer your questions and help you begin the goals-based financial planning process.
