Breanna Jensen
Paraplanner

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.
Education
Bachelor of Arts (Major: Finance and Marketing), Bethel University, St. Paul, MN
Direct Line
612-643-9959
Fax Number
612-643-9996
breanna@petrosfw.com
Address
8500 Normandale Lake Blvd
Suite 850
Bloomington, MN 55431
