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.
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Leslie Jurado CRPC®
LPL Financial Advisor
As an LPL Financial Advisor for SECU Financial Partners, Leslie Jurado is a highly experienced financial professional with 15 years in the industry, including 10 dedicated to wealth management. She is a Chartered Retirement Planning Counselor (CRPC®), conferred by College for Financial Planning and is equipped to guide clients through their retirement journeys with a holistic planning approach. Prior to SECU Financial Partners, Leslie gained diverse experience at Morgan Stanley, where she partnered on financial planning and managed client relationships, and at Wells Fargo Bank, where she developed a strong foundation in banking, credit, business, and wealth management over nearly a decade. She holds a Bachelor’s degree from Marymount University.
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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 15 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.
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Anu Disanayaka
Operations Manager
Anu Disanayaka is Operations Manager at SECU Financial Partners, located at SECU of Maryland. As a seasoned financial professional whose financial services career spanned 14 years including 6 years of wealth management experience, Anu contributes to Every aspect of day-to-day operations, onboard advisors, reinforce audit readiness, streamline workflows, as well as focuses on client experience by supporting the LPL Financial Advisors on the team.
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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 21 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.
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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.
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Dale Gallimore
LPL Financial Advisor
Dale Gallimore is an LPL Financial Advisor for SECU Financial Partners. He assists individuals, families, and businesses in pursuing their financial objectives while helping to mitigate risk along the way. Specializing in retirement planning, risk management, investment strategies, and wealth management. He has focused on delivering personalized solutions to address the diverse needs of members of the community for over 25 years. Known for his first approach, Dale combines deep industry knowledge with a commitment to long-term financial confidence.
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A SECU Financial Partners consultant can answer your questions and help you begin the goals-based financial planning process.
