OUR KEYS TO EFFICIENT, RESPONSIVE CLIENT SERVICE

Our staff works to ensure a positive experience for the businesses and families we serve.

JANICE LEE ORICK

Janice 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.

WENDY CLOUSER

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

DAWN SANTEFORD

Dawn Santeford is Administrative Assistant and Receptionist. She is responsible for scheduling and
carrying out firm-wide projects and responsibilities. Dawn supports Janice Orick and the Rowland
Carmichael team.

REBECCA SPONCIL

“Becca” 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.