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, JD, CFP
Controller Registered Representative, Investment Advisor Representative

George E. Bates
Founder Registered Representative, Registered Investment Advisor

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

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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

Theresa Rauch
Office Assistant

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