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

Vice President Registered Representative, Financial Advisor, Secondary Principal, Compliance Administrator
Amanda Gilb

Amanda Gilb

Financial Advisor
Jen Schwarze

Jen Schwarze

Advisor Assistant Technology Manager
Kim Mathieu

Kim Mathieu

Advisor Assistant
Felicia Gulotta-Johnson

Felicia Gulotta-Johnson

Office Manager Human Resources Manager
Jennifer (Bates) Charles

Jennifer (Bates) Charles

Controller Backoffice Administrator, Compliance Coordinator, Human Resources Administrator
Ana Cruz

Ana Cruz

Electronic Repository Administrator Database Administrator
Breanna Nichols

Breanna Nichols

Administrative Assistant
Theresa Rauch

Theresa Rauch

Office Assistant
Teresa Maylum

Teresa Maylum