Our Staff

Rockford Office: Bates Financial Advisors, Inc., and its affiliate companies, are equipped with a staff of well-qualified, experienced financial experts who are focused on providing the very best in products and services to their clients.
George E. Bates, CFP®

George E. Bates, CFP®

Principal Registered Representative
​Mark A. Jones, CFP®

​Mark A. Jones, CFP®

Registered Representative
Kate Pearson

Kate Pearson

Administrative Assistant
Cheri Adair

Cheri Adair

Administrative Assistant
Roberta Counley

Roberta Counley

Administrative Assistant
Felicia Gulotta

Felicia Gulotta

Office Administrator
Jennifer Charles

Jennifer Charles

Bookkeeper Administrative Assistant
Teresa Maylum

Teresa Maylum

Database Administrator
Ana Cruz

Ana Cruz

Digital Repository Administrator