George E. Bates, CFP®
President, Chief Compliance Officer Registered Representative, Registered Investment Advisor, Principal
Amanda Gilb
Registered Investment Advisor
Jen Schwarze
Advisor Assistant Technology Manager
Kim Mathieu
Advisor Assistant
Morgan Tegeler
Advisor Assistant in Training
LeLisa DiTullio
Advisor Assistant in Training
Felicia Gulotta-Johnson
Office Manager Human Resources Manager
Jennifer (Bates) Charles
Controller Backoffice Administrator, Compliance Coordinator, Human Resources Administrator
Ana Cruz
Electronic Repository Administrator Database Administrator
Breanna Nichols
Administrative Assistant
Theresa Rauch
Office Assistant