WHO WE ARE

MICHAEL D. PALMA

Managing Director

MPalma@TraverseCM.com

You have spent much of your career building wealth to support the retirement you envision. If you are like many well-compensated professionals, your focus is on accumulation and not necessarily on the taxes you’ll pay in...
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LORENA GONZALEZ

Client Services Associate

LGonzalez@TraverseCM.com

Lorena has nearly a decade’s experience supporting top advisors and their clients. She communicates with our clients directly to assist with customer service, paperwork processing, account management/maintenance, and proposal...
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MICHELE TERRANOVA

Client Services Associate

MTerranova@TraverseCM.com

Michele has a 12-year financial services background, specializing in client services. She previously worked at Abner Herrman & Brock as well as Hennion & Walsh. She has an Associate Degree in Business Administration from County College...

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