About
Our Mission
The word Petros is Greek for 'Stone' or 'Rock', and we want to be that strong foundation that people can depend on and rely on to navigate through life and market cycles to thrive, build, then preserve and transition their wealth according to their values.
Carl Lymangood CIMA® CPWA® CPA
Founder & President
• Carl Lymangood founded Petros Family Wealth, an independent Registered Investment Advisor (RIA) in 2023
• Carl focuses on advising families and developing custom solutions in the areas of; estate planning, tax planning, risk management and philanthropic initiatives.
• Prior to founding Petros Family Wealth, Carl was a First Vice President of Investments at Wells Fargo Advisors
• Carl has been in the financial services industry for over 18 years and started his career at Smith Barney in Wayzata, MN
Rebekka Jay
Tax Advisor
• Rebekka Jay joined Petros Family Tax in January 2025
• Rebekka focuses on tax preparation, yearly outlook analysis, and developing custom tax strategies for individuals, families, and small businesses.
• Prior to starting with Petros Family Tax, Rebekka worked as an internal accounting intern for Nidec - Kato Engineering in North Mankato, MN. She has also interned with the Minnesota Vikings and the MSU Athletic Department.
• Rebekka is currently a senior at MSU Mankato, double majoring in Accounting and Management, along with serving as the Event Coordinator for the Women in Business organization and is a chair member for the College of Business Student Executive Team.
Let’s Work Together
Get in touch so we can start working together.