Castle Rock Investment Company

Prior to founding the firm in 2006, Michele Suriano served plan sponsors as a retirement plan adviser for Ceridian (2002-2006) and retail investors as an investment adviser with T. Rowe Price, Inc. (1999-2002).  Between 1994 and 1999 she worked in the mortgage industry, including Executive Branch Manager for Transamerica in CO and Advanta in VA. She passed the following FINRA examinations: Series 6, 7, 63, and 66 and the CO state insurance exams for life, health and variable annuities. Michele also earned the following designations: Tax-Exempt & Governmental Plan Consultant, ASSPA, Qualified Plan Financial Consultant, ASPPA , Accredited Investment Fiduciary™, Center for Fiduciary Studies, Global Fiduciary Strategist in Fiduciary Governance, Thunderbird, Bachelor of Science Degree in Applied Economics, Hofstra University, Leadership Development Institute at Glen Eyrie, The Navigators