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
President, Chief Compliance Officer Registered Representative, Registered Investment Advisor, Principal

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Jen Schwarze
Advisor Assistant Registered Investment Advisor, Registered Representative, RIA Technology Manager

LeLisa DiTullio
Advisor Assistant

Felicia Gulotta-Johnson
Office Manager Human Resources Manager, Personal Assistant to the President

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Jennifer (Bates) Charles
Controller Backoffice Administrator, Compliance Administrator, Human Resources Administrator, Technology Administrator

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Breanna Nichols
Electronic Repository Administrator

Alma Mandujano
Database Administrator

Colin Mayer

Theresa Rauch
Office Assistant

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