WHO WE ARE

MICHAEL D. PALMA

Managing Director

MPalma@TraverseCM.com

I believe in helping you get the most you can out of your financial planning. If you’re like many of our clients, you are serious about your financial journey and the advice you are receiving. You have important questions in the...

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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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