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

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Amanda Gilb
Registered Investment Advisor

Jen Schwarze
Advisor Assistant Technology Manager

Kim Mathieu
Advisor Assistant

Morgan Tegeler
Advisor Assistant in Training

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LeLisa DiTullio
Advisor Assistant in Training

Felicia Gulotta-Johnson
Office Manager Human Resources Manager

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

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Ana Cruz
Electronic Repository Administrator Database Administrator

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Breanna Nichols
Administrative Assistant

Theresa Rauch
Office Assistant

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