Terri Kallsen, CFP®

Terri Kallsen, CFP®, is Managing Partner and Head of Partnerships at Rise Growth Partners, a minority investor and strategic advisor to leading firms. She leads enterprise transformation for partner companies, driving strategic planning, organic growth initiatives, client experience innovation, and platform and performance reporting enhancements.

Terri previously served as Chief Operating Officer at Wealth Enhancement Group (WEG). Prior to WEG, she was Executive Vice President of Investor Services at Charles Schwab, where she led 7,000 employees and $1.6 trillion in assets under management. Terri also held senior leadership roles at USAA and Thrivent.

She has completed 21 marathons, 50 half-marathons and 1 half-iron man, and accomplished the Abbott World Marathon series.

Terri earned a Bachelor of Science degree from College of St. Benedict/Saint John’s University in Minnesota and a Master of Science degree from the University of Wisconsin-Oshkosh. She earned her CFP® certification in 2005 and is also a Certified Wealth Strategist®. Terri received her Finance CFO Certificate at the University of Chicago Executive Education Program.