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 Orick, an Arizona native is Rowland Carmichael’s Vice President of Operations and Chief Compliance Officer. She has more than 30 years of experience in managing Rowland Carmichael’s regulatory compliance and day-to-day operations and as a business manager of a Phoenix law firm. Janice serves on Rowland Carmichael’s Executive Management, Traction Team/Senior Management, and Compliance committees.

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.

LINDSAY BLACK

Before joining Rowland Carmichael, Lindsay Black was a Premier Bank and Registered Client Service Associate with a national investment bank. She received her Bachelor’s degree from the University of Montana in 2013. Lindsay holds Series 7, Series 63, Series 65 licenses and is licensed in life insurance. As Client Service Administrator for Rowland Carmichael, she is responsible for opening new accounts, transfers and assisting clients with other client service requests. Lindsay is a native of Montana.

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.