About

About Us

Tailored Financial Guidance

Customized financial strategies for your unique goals and aspirations. Let us guide you towards financial security and freedom. Unlock your financial potential with personalized strategies tailored to your goals. Our guidance paves the way to security and freedom. Trust Traverse Planning to navigate your journey to financial success

Our Philosophy

A Dedication to Relationships

Traverse Planning was founded on the philosophy that an advisor should have a moral, ethical and legal responsibility to act in their client’s best interest. Tackling your finances can be a stressful and intimidating endeavor. It can leave you feeling vulnerable and overwhelmed. Many people will turn to a financial advisor seeking guidance through the complexity of the planning process. You shouldn’t also have to worry that your advisor is truly acting in your best interest.

At Traverse Planning, we seek to make the financial planning experience personalized, rewarding and stress-free. Our financial advisors build trust through transparency and work with clients in a fiduciary capacity 100% of the time. You can feel confident that our interests are aligned with yours.

Guiding You on Your Financial Journey™

Our Team

Meet Us

Laurence Schiffman, Cfp®

Founder, Senior Financial Guide

Since the beginning of 2006, Laurence has devoted his career to helping clients achieve their financial goals while minimizing the impact of taxes along the way. He takes pride in his extensive knowledge around taxes and financial planning, attention to detail, and in upholding the fiduciary responsibilities that his clients have placed in him. Laurence is a CERTIFIED FINANCIAL PLANNER™ and earned his Bachelor of Science in Accountancy from the WP Carey School of Business at Arizona State University.

Laurence enjoys spending his free time with his son Hunter building LEGOs, skiing, camping, and traveling. He grew up in New Jersey and now resides in Highlands Ranch.

Devin Mccombs, Cfp®

Financial Sherpa

Devin is a CERTIFIED FINANCIAL PLANNER™ who graduated from Virginia Tech’s Pamplin School of Business with a degree in Financial Planning. Devin also has several years of experience working for a successful financial planning team prior to joining Traverse, supplementing his academic knowledge with real life planning experience for clients.

In addition to supporting Laurence’s clients in their financial planning journeys, Devin is excited to be able to help his young professional clients get off on the right foot with their planning goals.

Devin lives in Wash Park with his girlfriend Ashlyn, where he spends his weekends and after-hours exploring everything within a day’s drive. He can be found training for his next backpacking trip, summiting 14ers, or flyfishing in the mountains. He grew up in Richmond, Virginia, and St. Augustine, Florida. 

Joe Gates

Chief Compliance Officer

Joe has been a financial advisor for over a decade. Joe earned his Bachelor of Science in Production/Operations Management at the University of Idaho and a Master’s Degree in Teaching from Heritage University. After teaching abroad he returned to the states and became a financial advisor. In 2014, Joe co-founded Clear Creek Financial Management and combined his expertise in financial planning and operations as the Compliance Officer.

Joe lives in Port Orchard, Washington with his wife Misty, two young daughters, Evelyn and Clara and is a hard-core Spartan Race athlete himself. His family keeps him busy with soccer games and horse riding lessons and every now and then he finds time for a great cup of coffee and a Spartan Race.

Hunter Schiffman

Financial Guide in Training

Since birth Hunter has been surrounded by friends and family members who are financial advisors, investment professionals, teachers, and accountants. He’s shown an interest in counting and organization skills from a very young age, but above all else, Hunter takes advantage of every opportunity to make others smile.

Hunter’s passions are building LEGOs®, playing Nintendo® (especially Mario Kart), airplanes, and spending time with his dad.