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

President, Chief Compliance Officer Registered Representative, Financial Advisor, Principal
Robert E. Morvice, CFP

Robert E. Morvice, CFP

Branch Manager Registered Representative, Financial Advisor, Secondary Principal, Compliance Administrator
Amanda Gilb

Amanda Gilb

Financial Advisor
Kate Pearson

Kate Pearson

Advisor Assistant
Roberta Counley

Roberta Counley

Advisor Assistant
Jen Schwarze

Jen Schwarze

Technology Coordinator Advisor Assistant
Felicia Gulotta-Johnson

Felicia Gulotta-Johnson

Office Manager Human Resources Manager
Jennifer (Bates) Charles

Jennifer (Bates) Charles

Backoffice Administrator Compliance Coordinator, Human Resources Administrator
Ana Cruz

Ana Cruz

Electronic Repository Administrator
Teresa Maylum

Teresa Maylum

Breanna Nichols

Breanna Nichols

Administrative Assistant
Kierin Jackson-Ramos

Kierin Jackson-Ramos

Administrative Assistant