Our Team

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.

 
Jim Mellendick, Managing Director, Wealth Management

Jim Mellendick

Managing Director, Wealth Management

Jim Mellendick is Managing Director, Wealth Management. As a seasoned executive whose financial services career has spanned more than 16 years in wealth management and banking, Mellendick is responsible for building and leading SECU Financial Partners. Jim’s team will focus 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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Contact Jim

jim.mellendick@lpl.com

O: 410-487-7502

C: 410-271-8693


Jonathan Wasey, LPL Financial Advisor for SECU Financial Partners

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 24 years of experience in the financial services industry working within the Baltimore–Washington metropolitan area.

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Contact Jonathan

jonathan.wasey@secumd.com

O: 443-628-6006 Ext: 6564

C: 443-534-8246


Leslie McElwain

Leslie Jurado

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 12 years in Financial Services, including 8 years of wealth management experience, Leslie 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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Contact Leslie

Leslie.Jurado@secumd.com

O: 443-510-1391

C: 443-510-1391


Stephen Rafter, LPL Financial Advisor

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 12 years in Financial Services, including 10 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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Contact Stephen

stephen.rafter@lpl.com

O: 443-221-9725


Aaron Thompson Jr., LPL Financial Advisor

Aaron Thompson Jr.

LPL Financial Advisor

Aaron Thompson Jr. CFP® is an LPL Financial Advisor for SECU Financial Partners. He provides comprehensive financial planning in the areas of Retirement Planning, Asset Management and Personal Risk Management. Aaron also provides his clients with Tax and Estate Planning strategies. With nearly 11 years of experience, he has provided his clients and his client’s families with sound advice and customized strategies, that help them to stay on track or get on track toward their financial goals.

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Contact Aaron

Aaron.Thompson@secumd.com

O: 410-271-6710


Anu Disanayaka

Anu Disanayaka

LPL Registered Sales Assistant

Anu Disanayaka is a LPL Registered Sales Assistant at SECU Financial Partners, located at SECU of Maryland. As a seasoned financial professional whose financial services career has spanned 10 years including 1 year 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.

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Contact Anu

anu.disanayaka@lpl.com

O: 410-487-7502


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