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 Bachelor of Science 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.

Relationship manager for: AL, FL, GA, KY, LA, MS, NC, SC, TN, VA, WV

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 Advisers’ 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.

Tamika joined Homestead Advisers 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 Homestead’s 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.

Ryan is an equity analyst supporting Homestead Advisers’ large- and small-cap value strategies. Ryan brings 15 years of investment experience to the team, most recently working as an equity analyst at Millennium Management. Prior to that, he served as an equity analyst at Manulife Investment Management and Putnam Investments, supporting their value-based investment strategies.

Ryan is a graduate the University of Connecticut, where he received a Bachelor of Science in business. Ryan holds the Chartered Financial Analyst designation.

Michael joined Homestead Advisers 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 Advisers since 1996 and became the treasurer of the Homestead 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.

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Jonna joined Homestead Advisers in 2022. She 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 such as Invesco, Pzena Investment Management and Orinda Asset Management. 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 resides in the Boston area and has a son and two Yorkies. She also teaches yoga and is a 500-hour certified yoga teacher, enjoys sports, especially hockey and baseball, traveling, cooking and spending time with family and friends.

Jonna received a Bachelor of Arts from the University of Massachusetts, Dartmouth where she majored in liberal arts.

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Rob is a senior investment industry executive with more than 20 years of building teams, fostering relationships and executing strategies to generate growth and profitability. As the head of intermediary distribution, he leads Homestead Funds’ distribution efforts with intermediaries and advisors.

Prior to this role, Rob held senior-level positions at both OppenheimerFunds and Invesco leading their independent broker dealer team, national accounts team and retirement/insurance home office teams. Prior to joining OppenheimerFunds, Rob served as the subadvisory relationship manager for the Equitable Distributors Insurance platform. Rob has also worked at Brown Brothers Harriman and UBS in various capacities since joining the financial services industry in 1997.

Rob holds a Bachelor of Science from Georgetown University. He is a member of the Investments & Wealth Institute and holds both the CIMA® & CPWA® designations.

Rob lives in Manhasset New York with his wife Rebecca and sons Jack and Kieran. In his spare time, he sits on the board of his son’s school, interviews prospective students for Georgetown University, coaches youth flag football, enjoys golf, cooking, swimming and pickleball and is a diehard New York Jets and Mets fan. He believes (finally) this is the year for both teams!

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Relationship manager for: AK, CT, DE, IA, IL, IN, MA, MD, ME, MI, MN, MO, ND, NE, NH, NJ, NY, NV, OH, PA, RI, SD, VT, WI

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 was a member of Pennyrile Electric in Hopkinsville, KY, and later, Withlacoochee River Electric in Dade City, FL.

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

Matt joined Homestead Advisers in 2024 as business development officer, intermediary distribution. He has been in the financial industry since 2016. Before this role, Matt served as a regional director at Sierra Mutual Funds and Ocean Park Asset Management. His career also includes various business development roles in both the digital marketing and renewable energy industries. Matt holds FINRA Series 7 and Series 63 licenses.

Matt graduated magna cum laude from Westfield State University in Massachusetts, majoring in finance and minoring in criminal justice.

In his free time, Matt enjoys spending his time traveling, running, hiking, skiing, boating or anywhere outside with his Australian Shepherd, Luna. Matt is an avid fan of the Boston Bruins and New England Patriots.

Originally from the Boston area, Matt resides in Tampa, Florida.

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Nick supports Homestead Advisers' equity strategies. Prior to joining Homestead Advisers, 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 chief investment officer 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 in business management and leadership. Nick has completed level I of the Chartered Financial Analyst curriculum.

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 in operations research and information engineering. Mark holds the Chartered Financial Analyst designation.

Bill started in the investments industry in 1992 and joined Homestead Advisers 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 Advisers has to offer.

Prior to joining Homestead Advisers 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), Series 63 (Uniform Securities Agent State Law Exam), and Series 65 (Uniform Investment Adviser 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 and law from Western Carolina University.

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Relationship manager for: AR, AZ, CA, CO, HI, ID, KS, MT, NM, OK, OR, TX, UT, WA, WY

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 Bachelor of Science 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 Advisers 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 of experience 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 Bachelor of Science 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 in English. He received his Master of Business Administration 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.

Mark joined Homestead Advisers in 2018 as president and CEO. 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 Advisers and Homestead Funds, 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 Advisers 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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Shannon joined Homestead Advisers in 2024 as a senior client relationship advisor. She entered the financial services industry in 1995, and has excelled in sales, marketing, and relationship management with institutional and retail investors.

Shannon cultivated her client-centric approach through her prior experiences in private asset management, and financial advising. She has professional experience in developing long-term relationships with shareholders and building tailored strategies to help them achieve financial success.

She holds FINRA securities licenses Series 65 (Uniform Investment Adviser Law Exam) and is a Certified Financial Planner™.  She received her BA in finance from Texas Tech University.

Shannon serves on the board for The Houston Marathon Committee® as Treasurer.  Her passion for running, biking, and backpacking, reflects her tenacity and resilience – qualities she brings to her client relationships.

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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.

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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