Terri Kallsen — SPARQNOW

At-a-Glance

Current Managing Partner and Head of Partnerships at Rise Growth Partners, a minority investor and strategic advisor to leading firms.
Serves as Chair of the CFP Board of Directors and sits on the Hollins University Board of Trustees.
Previously Chief Operating Officer at Wealth Enhancement Group (WEG).
Former Executive Vice President of Investor Services at Charles Schwab, where she led 7,000 employees and $1.6 trillion in assets under management.
Holds a Bachelor of Science degree from College of Saint Benedict/Saint John's University and a Master of Science degree from the University of Wisconsin-Oshkosh.
Earned CFP® certification in 2005 and is a Certified Wealth Strategist®.

Biography

Terri Kallsen, CFP®, is an accomplished wealth management executive and strategic advisor. As Managing Partner and Head of Partnerships at Rise Growth Partners, she leads enterprise transformation for partner firms, focusing on strategic planning, organic growth initiatives, client experience innovation, and platform enhancements. Rise Growth Partners operates as a minority investor and strategic advisor to leading firms.