Petros Family Wealth, LLC

Bixby Gilbertson is a CFP® with seven years of experience in financial advising. He is currently with Petros Family Wealth, LLC and has previously worked at Wells Fargo Clearing and Wells Fargo Home Mortgage. Petros Family Wealth provides investment management and financial planning services to individuals, high-net-worth clients, family entities, non-profit organizations, foundations, and businesses, managing approximately $342 million in regulatory assets across more than 500 client relationships. The firm employs a tax-aware, risk-adjusted approach using a combination of active and passive strategies and coordinates with other professionals to implement recommendations.

Thomas Jenkins is a financial advisor at Petros Family Wealth, LLC in Bloomington, MN, holding a Series 66 designation with six years of industry experience. Prior to joining Petros Family Wealth in 2025, he worked at Wells Fargo Clearing Services, LLC for six years and served nine years in the United States Marine Corps. Petros Family Wealth serves individuals, high net worth clients, family entities, foundations, and businesses with investment and wealth management, financial planning, and consulting services. The firm employs a team approach to managing approximately $274 million in regulatory assets for around 405 clients, utilizing risk-adjusted, tax-aware asset allocations that combine active and passive strategies.

Camie Quigley is a financial advisor at Petros Family Wealth, LLC with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Outside of her advisory role, she operates an interior design and home staging business. Petros Family Wealth serves individuals, high net worth clients, family entities, foundations, and businesses with investment and wealth management, financial planning, and consulting services. The firm manages approximately $274 million in regulatory assets and offers both discretionary and non-discretionary portfolio management with a focus on risk-adjusted, tax-aware asset allocations that combine active and passive strategies.

Breanna Jensen is a CFP® with three years of industry experience, currently serving as an advisor at Petros Family Wealth, LLC. She previously worked at Wells Fargo Advisors and has participated as a research associate for the Royals Investment Fund, a student-managed $2 million portfolio at Bethel University. Jensen’s background includes various roles in education and finance. Petros Family Wealth provides investment management and financial planning to individuals, high-net-worth clients, family entities, non-profits, foundations, and businesses. The firm oversees approximately $342 million in assets across more than 500 client relationships, employing tax-aware, risk-adjusted asset allocations with a blend of active and passive strategies.

Cade Johnson is a financial advisor at Petros Family Wealth, LLC in Bloomington, MN, holding a Series 65 designation with three years of industry experience. His prior work includes roles at Wells Fargo Clearing Services, LLC and Thrivent. Petros Family Wealth serves individuals, high net worth clients, family entities, foundations, and businesses with investment and wealth management, financial planning, and consulting services. The firm manages approximately $274 million in assets, employing a team-based approach that combines active and passive strategies with tax-aware asset allocations and offers services including discretionary portfolio management and supervision of held-away assets.

Bridget Wiltse is a financial advisor at Petros Family Wealth, LLC with 41 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC. Petros Family Wealth serves individuals, high net worth clients, family entities, foundations, and businesses with investment and wealth management, financial planning, and consulting services. The firm employs a team approach to managing approximately $274 million in regulatory assets and offers both discretionary and non-discretionary portfolio management using risk-adjusted, tax-aware asset allocations that combine active and passive strategies.

Carl Lymangood is a financial advisor at Petros Family Wealth, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing Services, LLC and Wells Fargo Advisors, LLC. Lymangood also served in the Minnesota Army National Guard for nine years. Outside of his advisory role, he owns a container storage leasing business. Petros Family Wealth serves individuals, high net worth clients, family entities, foundations, and businesses with investment and wealth management, financial planning, and consulting services. The firm employs a team approach and manages approximately $274 million in assets, offering risk-adjusted, tax-aware portfolios through both active and passive strategies, and maintains an affiliated accounting practice to facilitate integrated advisory and tax services.

Deanna Rens is a financial advisor at Petros Family Wealth, LLC with 15 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2009 to 2025. Petros Family Wealth serves individuals, high net worth clients, family entities, foundations, and businesses with investment and wealth management, financial planning, and consulting services. The firm manages approximately $274 million in regulatory assets for about 405 clients, employing risk-adjusted, tax-aware asset allocations that combine active and passive strategies and offering both discretionary and non-discretionary portfolio management.