Managing Partner & Head of Partnerships
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Terri Kallsen is an accomplished wealth management executive known for leading strategic initiatives and driving innovative solutions across both large institutions and rapidly growing RIAs. As Managing Partner and Head of Partnerships at Rise Growth Partners, she leads enterprise transformation for partner firms—supporting strategic planning, organic growth initiatives, client experience innovation, and platform and performance reporting enhancements. She is a passionate partner to the leadership teams she collaborates with as they build the next generation of lighthouse brands in wealth management. Before joining Rise, she served as Chief Operating Officer at Wealth Enhancement Group (WEG), where she oversaw advisor teams, platform and digital strategy, high-net-worth offerings, and trust services. 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. Schwab’s multiple J.D. Power awards for client satisfaction during her tenure reflect her commitment to service excellence and team empowerment. Known for her innovative thinking and advisor advocacy, Terri is a respected speaker, writer, and co-host of Rise Up! by Wealthion on YouTube, where she delivers weekly market insights alongside partner firms. She was honored as San Francisco’s Financial Woman of the Year in 2019 for her dedication to mentoring others in the community and empowering women in the workplace. A Certified Financial Planner® and former advisor herself, she currently serves as Chair-Elect of the CFP® Board of Directors. She also sits on the Hollins University Board of Trustees and volunteers for the Midway Shelter of Alameda, supporting abused and homeless women and children. Her academic background includes the University of Chicago Booth School of Business Financial Management/CFO Program, a master’s degree from the University of Wisconsin–Oshkosh, and a bachelor’s degree from the College of St. Benedict/Saint John’s University. Terri lives in the San Francisco Bay Area with her husband, Scott, of 30 years, and they have three adult children. An enthusiastic marathon runner, she has completed 21 marathons, 50 half marathons, and even more triathlons. She enjoys hiking, boating, and mentoring others to foster positive change.
