Terri Kallsen, CFP®

Terri Kallsen, CFP®, is Senior Operating partner at Rise Growth. She leads strategic plans for minority investments in RIAs to facilitate growth and improve client experience.

She previously served as executive vice president, investor services at Charles Schwab where she was responsible for driving long-term growth and increasing client loyalty. Terri also led the Schwab Retail Branch Network of 300+ offices championing the delivery of financial planning to clients.

Terri held senior leadership roles at USAA and Thrivent Financial. In addition to being a CFP® professional, she is also Certified Wealth Strategist.  

She has completed 21 marathons, 40 half-marathons and 1 half-iron man, and accomplished the Abbott World Marathon series. Terri currently serves on the Hollins University Board of Trustees, Wealthsimple and Atlas Point Board of Directors.

Terri earned a Bachelor of Science degree from College of St. Benedict in Minnesota, and a Master of Science degree from the University of Wisconsin-Oshkosh. She earned her CFP® certification in 2005.