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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

Dawn Standeford

Dawn Santeford is a Client Service Administrator and is responsible for opening new accounts, transfers and other client service work. She also supports David Carmichael, Jaron Carmichael and Lacee Floyd. | Email

Tina Martinicca

Tina Martinicca serves as Executive Assistant to Tim Rowland. She also carries out a number of valuable firm-wide responsibilities that include greeting callers and visitors and maintaining the firm’s facilities. | Email