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 D. Bates
Investment Advisor Representative

George E. Bates
Founder Investment Advisor Representative

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Felicia Gulotta-Johnson
Office Manager Human Resources Manager

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LeLisa DiTullio
Advisor Assistant

Alma Mandujano
Advisor Assistant Database Manager

Colin Mayer
Advisor Assistant

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

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Breanna Nichols
Electronic Repository Administrator