Your Needs

Your Team

Our Story

Social Media

Contact Us

Home

 

Rowland Carmichael: Scottsdale Wealth Managers

 
 

Operations Staff

Our Keys to Efficient, Responsive Client Service

Rowland Carmichael's valued support staff work behind the scenes to help ensure a consistently positive experience for the businesses and families we serve.

Janice Lee Orick

Janice Lee Orick is Rowland Carmichael’s Vice President of Operations and Chief Compliance Officer. Janice manages the firm’s day-to-day operations and regulatory compliance and serves on the management team. | Email

Wendy Clouser

Operations Manager Wendy Clouser monitors client portfolio performance, maintains reports and is responsible for the trading of stocks, bonds and mutual funds and other accounting activities. | Email

Kristin Greenleaf

A Registered Client Service Administrator, Kristin Greenleaf is responsible for opening new accounts, transfers and other client service work. She works with Tim Rowland and Corey Bird and assists in monitoring portfolio performance. | Email

Becca Sponcil

Rebecca "Becca" Sponcil is a Client Service Administrator. She is responsible for opening new accounts, transfers and assisting clients with other service requests. Becca supports Kristin Greenleaf and Wendy Clouser. | Email

Dawn Standeford

Dawn Santeford is a Client Service Administrator. She is responsible for scheduling and preparing for client meetings. She supports David Carmichael, Jaron Carmichael, Lacee Floyd and our Operations department. | Email