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 two decades. He holds FINRA securities licenses Series 6 (Investment Company and Variable Contracts Representative), Series 63 (Uniform Securities Agent State Law Exam) and Series 65 (Uniform Investment Adviser Law Exam).

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

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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 Exam) and Series 63 (Uniform Securities Agent State Law Exam).

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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 holds FINRA securities licenses Series 6 (Investment Company and Variable Contracts Representative), Series 63 (Uniform Securities Agent State Law Exam) and Series 65 (Uniform Investment Adviser Law Exam).

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

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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 Exam), Series 26 (Investment Company Products/Variable Contracts Limited Principal Exam) and Series 63 (Uniform Securities Agent State Law Exam).

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

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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 Exam) and Series 99 (Operations Professional Exam). 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.

Jonna joined Homestead Funds in 2022 and has worked in the intermediary distribution space for more than 20 years. Prior to this role, she held senior national account and business development positions at various firms. She has her FINRA series 7 (General Securities Representative Exam), 6 (Investment Company and Variable Contracts Products Representative Exam) and 63 (Uniform Securities Agent State Law Exam) licenses.

Jonna received a BA from the University of Massachusetts, Dartmouth where she majored in Liberal Arts.

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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 Exam), Series 63 (Uniform Securities Agent State Law Exam) and Series 65 (Uniform Investment Adviser Law Exam).

Mark sings in his church’s choir.  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.

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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 Exam) and Series 63 (Uniform Securities Agent State Law Exam).

He received a BA in economics from Ohio State University.

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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 Exam), Series 26 (Investment Company Products/Variable Contracts Limited Principal Exam), Series 63 (Uniform Securities Agent State Law Exam), Series 65 (Investment Adviser Representative Exam) and Series 99 (Operations Professional Exam).

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

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

Elizabeth joined Homestead Funds in 2023. Before joining the team, she worked in the banking industry offering more than 15 years of experience in operations, treasury management, and quality control. Away from work she enjoys traveling, trying new restaurants, and spending time with her young daughters.

She received her BS from Florida Atlantic University in Business Administration and Management.

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 Exam), Series 63 (Uniform Securities Agent State Law Exam) and Series 99 (Operations Professional Exam).

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

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

Nick supports Homestead Advisers' equity strategies. Prior to joining Homestead, Nick was a Senior Associate at University of Virginia Investment Management Company (UVIMCO), where he helped invest the University’s endowment. Before UVIMCO, Nick was an equity analyst at Investure, LLC., an outsourced CIO for endowments and foundations. Nick started his investing career at Truist Securities, where he was an Equity Research Associate. Prior to Truist, Nick worked for L3 Harris in corporate finance.

Nick is a graduate of Southern Virginia University, where he received a Bachelor of Arts degree in Business Management and Leadership. Nick has completed level I of the Chartered Financial Analyst curriculum.

Chris has been a Certified Financial Planner™ for almost 30 years. Prior to joining NRECA in 2008, he was a branch manager for Fidelity Investments, ran his own financial planning practice with what is now Ameriprise, and served in the US Navy. He has been happily married to Liz since 1985, has three wonderful children and four awesome grandchildren.  He has FINRA securities licenses Series 6 (Investment Company and Variable Contracts Products Representative Exam), Series 63 (Uniform Securities Agent State Law Exam) and Series 65 (Uniform Investment Adviser Law Exam).

He received a BS from the United States Naval Academy.

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

Mark co-manages Homestead Advisers' equity strategies. Prior to joining Homestead Advisers in 2019, he was a senior equity analyst and portfolio manager at Chartwell Investment Partners (acquired Columbia Partners in 2018), where he helped oversee large-cap growth and value strategies.

Mark started his career as a senior research associate at Sands Capital Management and Manning & Napier Advisors, where he covered technology, industrials, and energy companies. He is a graduate of Cornell University, where he received a Bachelor of Science degree in operations research and information engineering. Mark holds the Chartered Financial Analyst designation.

Bill started in the investments industry in 1992 and joined Homestead Funds in 2022. He brings many years of experience managing client relationships from his prior roles at Windham Capital Management, Wellesley Asset Management, Charles Schwab, Fidelity Investments and Lehman Brothers. In addition to his relationship duties, Bill has made contributions in the areas of sales, marketing, product development and thought leadership. He has FINRA securities licenses Series 7 (General Securities Representative Exam), Series 63 (Uniform Securities Agent State Law Exam), and Series 65 (Uniform Investment Adviser Law Exam).

Bill holds a BA in business administration – finance from Hillsdale College and is currently studying for his CFP® designation. He is the father of two and resides in the Boston area.

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

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 Exam) and Series 63 (Uniform Securities Agent State Law Exam).

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.

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Stephanie has been in the financial services industry since 1999 and draws experience from a variety of roles including client associate and director of relationship management. Her background and passion for serving others make her a natural fit for Homestead Advisers.

Steph holds FINRA’s securities licenses Series 7 (General Securities Representative Exam), Series 63 (Uniform Securities Agent State Law Exam) and Series 65 (Uniform Investment Adviser Law Exam). She received her AS — Business Administration (Wilburton, OK) and BS — Finance from East Central University (Ada, OK).

Away from work, Steph enjoys spending time outdoors traveling, hiking and fishing.

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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 Exam) and Series 63 (Uniform Securities Agent State Law Exam).

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.

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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 Exam), Series 26 (Investment Company Products/Variable Contracts Limited Principal Exam), Series 63 (Uniform Securities Agent State Law Exam) and Series 65 (Investment Adviser Representative Exam).

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

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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 Exam).

He received a BS in biology from McDaniel College.

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Jim co-manages Homestead Advisers' equity 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.

Jim started his career as an equity analyst at MFS where he covered the medical device, transportation, and natural gas industries. 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 has primary responsibility for messaging, brand, content and creative services. Before joining the Homestead Advisers’ marketing team, Rachel worked with the portfolio management team as an equity analyst. She previously worked for the company’s parent organization, NRECA, as a mutual fund accountant. Rachel began her career in public accounting as an auditor.

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

ark 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 directing the business activities and strategic direction of the investment management firm Homestead Advisers, as well as the mutual fund entity, Homestead Funds. He oversees portfolio management, operations, client services, marketing and sales. Mark holds FINRA securities license Series 7 (General Securities Representative Exam) and Series 63 (Uniform Securities Agent State Law Exam).

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.

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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 Exam), Series 7 (General Securities Representative), Series 26 (Investment Company Products/Variable Contracts Limited Principal Exam) and Series 63 (Uniform Securities Agent State Law Exam).

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

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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 Exam), Series 63 (Uniform Securities Agent State Law Exam) and Series 99 (Operations Professional Exam).

She received a BSBA from Strayer University.

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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 Exam), Series 24 (General Securities Principal), Series 63 (Uniform Securities Agent State Law Exam) and Series 99 (Operations Professional Exam).

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

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