Terri Kallsen

Managing partner

Terri Kallsen is a managing partner at Rise Growth Partners, a financial partner for middle-market RIAs, and was elected the 2025 CFP Board chair-elect.

Formerly, she was the COO of Wealth Enhancement Group leading advisor teams, platform/digital strategy and high net worth and trust services. Prior to WEG, she was executive vice president of Investor Services at Charles Schwab, leading 7,000 employees and $1.6 trillion in AUM. Her tenure at Charles Schwab was highlighted by multiple J.D. Power awards for client satisfaction.

Professional development

Sponsorship can help speed women into RIA C-suites

Mentors encourage and inspire — sponsors take action to speed women's way up the leadership pipeline.

By Terri Kallsen

December 18