Whatever Your Dreams, Homestead Funds Can Help

Homestead Funds portfolio managers and analysts oversee a diversified array of eight funds designed to accommodate a wide variety of goals from conservative income to aggressive growth.

Our client services associates strive to deliver exceptional service. Whether you need guidance with a financial planning decision, a quick answer about your account or help opening an account, our staff looks forward to assisting you.

Check the background of our registered representatives and registered principals on FINRA’s BrokerCheck.

Select Team:

Mauricio Agudelo, CFA®

Senior Fixed-Income Portfolio Manager

Brian Allen

Institutional Sales Consultant and Registered Representative

Thaddeus Anderson

INVESTMENT OPERATIONS SPECIALIST

Mark Ashton, CFA®

Senior Equity Portfolio Manager and Registered Representative

Dima Awamleh

Senior Institutional Client Services Associate

Prabha Carpenter, CFA®

Senior Equity Portfolio Manager

Beth Civerolo

Director, Mutual Fund Operations and Registered Principal

David Corea

Investment Operations Specialist

Will Cunningham, CFP®

Senior Client Relationship Advisor and Registered Representative

Amy DiMauro

Board Treasurer and Financial Operations Principal

Kara Gardner

Senior Operations Specialist and Registered Representative

Nancy Jacobs

Senior Client Services Associate and Registered Representative

Marc Johnston, CFP®, ChFC®, CAIA®

Money Market Portfolio Manager, Fixed-Income Analyst and Registered Representative

Stephen Kaszynski, CFA®

Director, President, CEO and Registered Representative

Darryl Keeton, CIMA®

Head of Distribution and Registered Representative

Doug Kern, CFA®

Senior Fixed-Income Portfolio Manager 

Megan McFarland, CFP®

Senior Client Relationship Advisor and Registered Representative

Quintanya Moat

Senior Operations associate

Michelle Rivers

Executive Administrative Assistant

Rachel Rosenberg

Marketing Coordinator

Divina Samson

DIRECTOR, INVESTMENT MANAGEMENT OPERATIONS AND REGISTERED REPRESENTATIVE

Alaina Schrager, CFP®

Senior Client Relationship Advisor and Registered Representative

John Scott

Senior Client Services Associate and Registered Representative

Raymond Scott, CFP®

Client Relationship Advisor and Registered Representative

Danielle Sieverling, IACCP, QKA

Chief Compliance Officer and Registered Principal

Laura Tillman

MARKETING COMMUNICATIONS MANAGER

Makia Tillman

Mutual Funds Operations Specialist