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Our Team

Our Team.

Take a moment to meet our highly educated and experienced team dedicated to your success.

Marshall Thomas

Marshall J. Thomas

Managing Director, Wealth Management Advisor

(206) 838-2900

marshall.thomas@roninwm.com

Marshall began his career in financial services in 2002 at Northwestern Mutual Wealth Management Company, where he started by focusing on risk management for clients. However, he soon discovered his passion on advising with the...
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Travis Venable

Travis L. Venable

Wealth Management Advisor

(206) 317-0142

travis.venable@roninwm.com

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,...
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Cetera Resources

Our Advanced Planning 
Team

Receive professional guidance on estate planning, tax strategies, and business succession to help protect your wealth and create a lasting legacy.

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Our Investment Management Team

Benefit from research-driven portfolio strategies and tailored investment solutions designed to align with your financial goals.

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Our Financial Plannning Team

Work with specialists to create a personalized financial roadmap, helping to ensure your plan adapts to life’s changes and looks to your future.

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Our Mission Is to Replace Your Financial Anxiety with Relaxed Confidence. Let’s talk and see how we can help you.

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