Team

Mauricio co-manages Homestead Advisers’ fixed-income strategies. He joined Homestead Advisers in 2016. Prior to this role, he co-managed taxable fixed-income mutual fund portfolios for Calvert Investment Management, Inc. and held previous positions at Calvert in trading and securities analysis.

Mauricio received a BS in finance from the University of Maryland, Robert H. Smith School of Business. He minored in business culture and language, with a concentration in Spanish. He holds the Chartered Financial Analyst designation.

Brian has been providing investment guidance and client services to Homestead Funds shareholders for more than a decade. He holds FINRA securities licenses Series 6 (Investment Company and Variable Contracts Representative), Series 63 (Uniform Securities Agent State Law) and Series 65 (Investment Adviser Representative).

He is a graduate of King College, where he received a Bachelor’s degree in business administration. He received his MBA from Marymount University.

Brian’s father is a member of Northern Virginia Electric Cooperative, based in Manassas, VA.

Thaddeus has been working in the trade support area of Homestead Funds’ operations since 2002. Born and raised in Brooklyn, New York, Thaddeus may be the biggest Dallas Cowboys fan east of the state of Texas. Outside of work, he enjoys vacations, playing softball and spending time with his family.

He received a BS from State University of New York College at Buffalo and majored in business administration. He received his MBA from the University of Maryland University College.

Thaddeus is a member of Northern Virginia Electric Cooperative, located in Manassas, VA.

Dima joined Homestead Funds in 2017. She is responsible for coordinating resources to provide proactive service with the goal of developing long-term, successful partnerships with Homestead Funds clients. Prior to this role, she was the client support and business development manager at Calvert Investments, Inc. She has FINRA securities licenses Series 6 (Investment Company and Variable Contracts Products Representative) and Series 63 (Uniform Securities Agent State Law).

Tamika joined Homestead Funds in 2022. She joined NRECA in 2012 and worked with co-op employees as a member of NRECA’s Personal Investment and Retirement Consulting (PIRC) team. Beginning in 2017, she served as a field representative for members in Delaware, Maryland, the District of Columbia, Virginia and North Carolina. Prior to joining NRECA, Tamika held financial planning roles at Raymond James Financial Services, MetLife and an independent investment advisory firm.

She received a BS in finance from the University of Maryland. Tamika is a Certified Financial Planner™.

Prabha co-manages the company’s large- and small-cap value strategies. Prior to joining Homestead Advisers in 2002, she was a portfolio manager for a division of GEICO Corporation, where she oversaw a regional equity fund. Prabha began her career with GEICO as an equity analyst with a focus on stocks in the financial and consumer sectors. She has also held senior positions at bank trust and commercial finance companies, where she managed convertible securities funds. She served as a past president and board chair of the CFA Society of Washington, D.C. Prabha is a member of 100 Women in Finance and is included in the group’s female fund manager listing.

She is a graduate of the University of Madras, where she received a Bachelor of Arts degree in economics. She received her Bachelor of Science degree in business economics and an MBA with distinction in finance from American University. Prabha holds the Chartered Financial Analyst designation.

Prabha is a member of Choptank Electric Cooperative, headquartered in Denton, MD.

Sarah joined Homestead Funds in 2017. She works on digital campaigns to support sales and client services, along with engagement and education outreach to clients and prospects.

She received a BS from George Mason University and majored in marketing.

Sarah’s aunt is a member of Arizona Electric Power Cooperative, based in Benson, AZ.

Beth has been managing operations since 2004. She oversees the client services teams and is proud to play a lead role in supporting her staff with the goal of providing superior client service. She has FINRA securities licenses Series 6 (Investment Company and Variable Contracts), Series 26 (Investment Company Products/Variable Contracts Limited Principal) and Series 63 (Uniform Securities Agent State Law).

She received a BA from John Carroll University and majored in English and communications.

Beth’s mom gets her power from Withlacoochee River Electric Cooperative, located in Dade City FL.

David supports Homestead Advisers’ fixed-income team by implementing solutions to facilitate the monitoring of portfolio risk, exposures, performance and best execution. He also conducts company financial analysis and data reporting. He joined Homestead Advisers in 2009 as a member of the Homestead Funds’ operations team and was promoted to the investment analyst position in April 2018.

David received a Bachelor of Science in finance with a minor in economics from the University of Maryland Global Campus.

Michael joined Homestead Funds in 2019. He assists in the configuration and customization of the company’s client relationship management system and the implementation of marketing campaigns.

Michael earned his undergraduate degree with honors in business administration at De Monfort University’s Niels Brock Business College and completed his master’s degree in international business and management at the school’s Leicester campus.

Amy has been working with Homestead Funds since 1996 and became the treasurer of the funds in 2007. She holds FINRA securities license Series 28 (Introducing Broker/Dealer Financial and Operations Principal) and Series 99 (Operations Professional). She passed the Uniform Certified Public Accountant Examination, but no longer maintains the CPA designation.

She received a BS from Bentley College and majored in accounting.

Mark brings over 20 years of experience in the investment management community to his position. Mark previously served in a variety of roles with the PIRC team of NRECA, including as an investment and retirement planner.

Prior to this, he served as vice president and senior portfolio manager at Potomac (Direxion) Funds where he provided analysis and investment oversight of 11 equity and fixed income funds and delivered presentations on investment topics to investment advisers, shareholders and the media. He has passed FINRA’s Securities Industry Essentials exam and holds FINRA’s securities licenses Series 6 (Investment Company and Variable Contracts Products Representative) and Series 63 (Uniform Securities Agent State Law).

Mark currently serves on the mission endowment committee of his church.  As a former National Park Service Ranger, Mark enjoys hiking, biking, kayaking, fishing and camping with his wife and family.

He received a BS in Foreign Service with a concentration in economics from Georgetown University.

Mark’s grandmother is a member of Cumberland EMC in Clarksville, TN, and Pennyrile Electric in Hopkinsville, KY.

Keith provides financial education and account services to clients and communicates the benefits of investing with Homestead Funds. He enjoys bowling and is an avid sports fan, especially soccer and basketball. Keith has FINRA securities licenses Series 6 (Investment Company and Variable Contracts Products Representative) and Series 63 (Uniform Securities Agent State Law).

He received a BA in economics from Ohio State University.

Kara has been with Homestead Funds since 2005 and enjoys helping new and existing shareholders understand the role mutual funds can play in bringing investors closer to their financial goals. Away from work, Kara enjoys being outdoors in the garden and spending time with family. She has FINRA securities licenses Series 6 (Investment Company and Variable Contracts Products Representative), Series 26 (Investment Company Products/Variable Contracts Limited Principal), Series 63 (Uniform Securities Agent State Law) and Series 99 (Operations Professional).

She received a BS from the University of Tennessee and majored in finance.

Kara’s home is powered by Shenandoah Valley Rural Electric Cooperative, based in Winchester, VA.

Mark co-manages the Rural America Growth & Income Fund and supports the equity strategies. Mark brings more than 10 years of investment experience, most recently as a senior equity analyst at Chartwell Investment Partners on the large-cap team. Prior to that, he was a senior analyst and portfolio manager at Columbia Partners where he helped oversee growth and value strategies. As an equity analyst, Mark has focused on stocks in the technology and industrials sectors.

Mark is a graduate of Cornell University, where he received a Bachelor of Science degree in operations research and information engineering. He holds the Chartered Financial Analyst designation.

Cindy joined Homestead Funds in 2022. She joined NRECA in 2013 where she originally worked as a member of NRECA’s Personal Investment and Retirement Consulting (PIRC) team providing retirement and investment planning services to co-op employees. She later joined NRECA’s retirement products group. Prior to joining NRECA, she was a financial planner in private practice.

She graduated from the College of William & Mary and earned an MBA from The Wharton School of The University of Pennsylvania. Cindy is a Certified Financial Planner™ and holds the Retirement Income Certified Professional designation.

Michelle has provided administrative support for the Homestead Funds team since 1998. Away from work, she enjoys watching movies and spending time with her two sons.

She received a BS from Westwood College and majored in management.

Dave helps shareholders with their financial goals by communicating the benefits and resources that Homestead Funds has to offer.

Prior to joining Homestead Funds in 2019, Dave was a 401(k) senior plan Information specialist with the National Automobile Dealers Association and worked as a grassroots lobbyist for the Direct Impact Company. He has FINRA securities licenses Series 6 (Investment Company and Variable Contracts Products Representative) and Series 63 (Uniform Securities Agent State Law).

In his free time, Dave enjoys swimming, biking and running with his wife and is a fan of the Washington Nationals.

He received a BS with a concentration in business administration from Western Carolina University.

Megan started in the investments industry in 2008 and joined Homestead Funds in 2010. She appreciates that this is a small company — like a family — which is how she views and treats shareholders. She has FINRA securities licenses Series 6 (Investment Company and Variable Contracts Products Representative), Series 63 (Uniform Securities Agent State Law), Series 65 (Investment Adviser Representative) and Series 99 (Operations Professional).

She received a BS from University of Maryland University College and majored in accounting. Megan is a Certified Financial Planner™.

All advisory services are provided by Homestead Advisers Corp., a wholly owned subsidiary of Homestead Financial Services Corp. and a registered investment adviser.

Tanya joined the Homestead Funds team in 2010 and in 2016 transferred to the trade support team in management operations. She has FINRA securities licenses Series 6 (Investment Company and Variable Contracts Products Representative) and Series 63 (Uniform Securities Agent State Law).

She is a graduate of Virginia State University, where she received a BS in economics with a concentration in finance. She received her MBA from University of Maryland University College.

Ivan co-manages Homestead Advisers’ fixed-income strategies. He joined Homestead Advisers in 2018. Prior to this role, he was a senior fixed income trader at American Century Investments. He was also an associate portfolio manager at Calvert Investment Management, LLC.

Ivan received a BS in finance from the University of Maryland, Robert H. Smith School of Business. He holds the Chartered Financial Analyst and Financial Risk Manager designations.

Monica has been working with Homestead Funds since 1999. She is a Certified Regulatory and Compliance Professional (CRCP) and an Investment Adviser Certified Compliance Professional (IACCP). She has FINRA securities licenses Series 6 (Investment Company and Variable Contracts), Series 26 (Investment Company Products/Variable Contracts Limited Principal), Series 63 (Uniform Securities Agent State Law) and Series 65 (Investment Adviser Representative).

She is a graduate of Hampton University, where she received a BS in business administration. She received her MBA from Averett University.

Wayne has over 20 years in the asset management industry with a primary role as the interface between investment operations and trading.  Specializing as a technical business analyst, he has previously worked at Calvert Investments, Brown Advisory and T. Rowe Price. He has FINRA’s securities license Series 7 (General Securities Representative).

He received a BS in biology from McDaniel College.

Jim co-manages the company’s large- and small-cap value strategies. Prior to joining Homestead Advisers in 2019, he was a portfolio manager at Putnam Investment Management, LLC, where he managed small-, mid- and multi-cap value oriented mutual funds.

He is a graduate of Colby College, where he received a Bachelor of Arts degree in English. He received his MBA from the Olin Graduate School of Business at Babson College. Jim holds the Chartered Financial Analyst designation.

Rachel helps prepare and produce fund company communications and supports outreach to clients and prospects. Before joining Homestead Funds in 2016, she worked for the company’s parent organization, NRECA.

She received a BSBA from Appalachian State University and majored in accounting.

Mark joined Homestead Funds in 2018 as president and CEO. He is also president and CEO of the fund company’s investment advisor, Homestead Advisers. Mark is responsible for shaping the strategic vision and directing the business activities of the fund company and its related money management entity. He oversees portfolio management, operations, client services, marketing and sales. Mark holds FINRA securities license Series 7 (General Securities Representative) and Series 63 (Uniform Securities Agent State Law).

He is a graduate of Fordham University, where he received a Bachelor’s degree in finance. Mark received his MBA in finance from Fordham University’s Graduate School of Business.

Danielle is the Chief Compliance Officer of Homestead Funds and Homestead Advisers, positions she has held since 2005. She is an Investment Adviser Certified Compliance Professional (IACCP) and has obtained the Qualified 401(k) Plan Administrator (QKA) designation. She has FINRA securities licenses Series 6 (Investment Company and Variable Contracts), Series 7 (General Securities Representative), Series 26 (Investment Company Products/Variable Contracts Limited Principal) and Series 63 (Uniform Securities Agent State Law).

She is a graduate of Kansas State University, where she received a BS in business administration. She received her MBA from Rockhurst University.

Makia joined Homestead Funds in 2017. She has been in the financial services industry since 2005, with roles such as client service associate, quality assurance analyst and operations team lead. Away from work, she enjoys film photography, crafting and baking with her daughters. She has FINRA securities licenses Series 6 (Investment Company and Variable Contracts Products Representative), Series 63 (Uniform Securities Agent State Law) and Series 99 (Operations Professional).

She received a BSBA from Strayer University.

Laura has over 20 years of experience in the financial services industry. She began her career in the mutual fund industry with T. Rowe Price, also worked at Calvert Group and rejoined Homestead Funds in 2013. She has primary responsibility for messaging, brand, content and creative services. Laura and the other members of the marketing team develop and implement initiatives that build awareness of the company’s capabilities, generate interest and keep shareholders informed.

Laura received a BA from Earlham College where she majored in English literature.

Laura’s mother and stepfather are members of Choptank Electric Cooperative, headquartered in Denton, MD.

Laurie has over 30 years of experience in the asset management industry including roles in fixed-income portfolio management, index construction and asset management, client servicing, performance measurement and various operational positions. She joined Homestead Advisers’ in 2017. Prior to this role, she was the vice president of investment operations and indexing at Calvert Investments and chief operation officer at Solomon Hess Capital Management.

She has FINRA securities licenses Series 7 (General Securities Representative), Series 24 (General Securities Principal), Series 63 (Uniform Securities Agent State Law) and Series 99 (Operations Professional)

She is a graduate of University of Colorado, Boulder where she received her BS in business. Laurie holds the Chartered Financial Analyst designation.