Entity Accounts

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.

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.

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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