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Professional Experience
As a founding member of Petros Family Wealth, an independent Registered Investment Advisor (RIA), Breanna Jensen is pivotal to both client relations and firm operations.

In her client-facing role, she serves as a dedicated Relationship Manager, ensuring clients' needs are met with precision. She also provides expert support for the firm's financial planning tools and online platforms. Operationally, Breanna spearheads the firm's marketing initiatives and manages critical systems for account maintenance and money transfers, ensuring a seamless and efficient experience for every client.

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Education

Bachelor of Arts (Major: Finance and Marketing), Bethel University, St. Paul, MN