Will Menzies

LPL Financial Planner

will@menziesfinancialllc.com

Will has almost 40 years of management experience in the Financial Services industry. He attained his Finra Series 6, 7, 9, 10, 63, and 65 registrations through LPL Financial and holds a multi lines license in Insurance for the State of Washington. He is currently an Investment Advisor Representative with LPL Financial. He taught financial planning courses with Metlife and has been an industry trainer for financial professionals throughout the Greater Seattle area.


Tim Headshot

Tim Menzies

LPL Financial Planner and Insurance Specialist

tim@menziesfinancialllc.com

Tim has been in the financial services industry since 2004, with an emphasis on insurance products as well as Financial Planning. He has management experience with the day-to-day activities of running a small business. Tim graduated with his Leadership Masters in Business Administration from the UW Bothell and has his FINRA Series 7 and 63 registrations, which are held with LPL Financial. He is currently working to become a Certified Financial Planner ™ (CFP®).


Teri Perrigoue

Administrative Assistant

teri@menziesfinancialllc.com

Teri has more than 10 years of experience working in customer service and office administration. She received her Bookkeeping Certificate from Everett Community College in 2012, and she completed an Associate Degree in Office Administration, and an Associate Degree in Accounting from Everett Community College in 2013.


Vince Thomas

LPL Financial Planner

vince.thomas@lpl.com

Vince’s financial services career began as an investment advisor representative in 2004. In 2006 Vince became a Mortgage Originator and subsequently started his own company, Vince Thomas & Co., which he still owns and operates today.  In 2015 Vince attained his FINRA Series 7 and 63 registrations, held with LPL Financial and joined the Menzies team.