Marshall Thomas
Managing Director
Marshall Thomas has been a trusted guide in financial services since 2002, expertly navigating multiple market cycles with over 20 years of investment management experience. Starting at Northwestern Mutual Wealth Management Company with a focus on risk management, he found his passion in crafting dynamic portfolios tailored to today’s volatile global equity markets. Skeptical of traditional buy-and-hold strategies, Marshall blends sharp macro data analysis with seasoned intuition, incorporating hedging options and alternative investments like real estate and private equity to foster growth and resilience. An avid gardener, Marshall draws parallels between his hobby and his career, carefully cultivating each client’s financial plan like a thriving garden, pruning risks and nurturing opportunities with patience and skill to ensure lasting prosperity.
Holding Series 6, 7, 63, and 65 registrations, along with insurance licenses, Marshall simplifies complex financial concepts into clear, actionable advice, typically delivered with a bit of humor to make even serious discussions engaging and approachable. Outside of work, you’ll typically find him tending his garden or volunteering to clean Seattle parks, while his passions for studying the markets, Eastern philosophies, and daily global news keep his mind sharp. Connect with Marshall to grow your financial future with confidence and a smile.
Travis Venable
Wealth Management Advisor
Meet Travis Venable, an experienced financial advisor with a passion for helping clients pursue their financial goals. After graduating from the University of Washington in 2013, Travis began his career at Tallus Capital Management, where he gained valuable experience in investment management and financial planning.
Over the past 10 years, Travis has worked with clients of all ages and backgrounds, providing personalized advice and guidance to help them pursue their financial objectives. His expertise includes retirement planning, tax planning, investment management, and risk management, among other areas.
In 2023, Travis became a part owner of Ronin Wealth Management, a boutique financial planning firm that focuses on serving high-net-worth individuals and families. As a partner at Ronin Wealth Management, Travis is committed to providing exceptional service and personalized advice to his clients.
Outside of work, Travis enjoys a variety of outdoor activities, including hiking, skiing, and cycling. He believes that a healthy work-life balance is essential to success in both personal and professional life.
With Travis Venable as your financial advisor, you can rest assured that his years of experience and commitment to providing personalized advice make him a valuable asset to anyone looking to pursue their financial goals.
Client Centered
Our business is built on a foundation of thoughtful client relationships.
What Makes Us Different?
A Firm Foundation

with a Personal Touch
Choosing a financial planner is a big decision, and it’s important to work with someone who truly understands your needs.
With over a decade of experience, John has built lasting relationships with his clients, guiding them through every stage of life. Once you work with John, you realize the value of having an dedicated guide by your side.
With over a decade of experience, John has built lasting relationships with his clients, guiding them through every stage of life. Once you work with John, you realize the value of having an dedicated guide by your side.
With over a decade of experience, John has built lasting relationships with his clients, guiding them through every stage of life. Once you work with John, you realize the value of having an dedicated guide by your side.
With over a decade of experience, John has built lasting relationships with his clients, guiding them through every stage of life. Once you work with John, you realize the value of having an dedicated guide by your side.