Terri Kallsen

CFP/Managing Partner/Investor/Mom/Wife

Terri is an award winning high growth Wealth Management Executive, leading RIA growth, digital solutions, and innovative ways to improve service and scale for Advisors and Clients. Terri was honored as the San Francisco Financial Woman of the Year in 2019 for her dedication to mentoring others in the community and empowering women in the workplace. Terri is the former COO of Wealth Enhancement Group (WEG) where she led Advisor Teams, Platform/Digital Strategy, High Net Worth & Trust Services. Prior to WEG, she was Executive Vice President of Investor Services at Charles Schwab, leading 7,000 employees and $1.6T in AUM. Her tenure at Charles Schwab was highlighted by multiple JD Power awards for client satisfaction, a clear testament to her commitment to delivering top-tier service.

Terri is a 2019 graduate of the University of Chicago Booth School of Business Financial Management/CFO Program. She holds a Master’s Degree from the University of Wisconsin – Oshkosh and Bachelor Degree from the College of St. Benedict/Saint John’s University. Terri is Certified Financial Planner™. Terri serves on the CFP® National Board of Directors.

Terri is an enthusiastic marathon runner who has completed 21 marathons, 50 half marathons, and even more triathlons. She was awarded the Abbot Labs World Marathon achievement. She enjoys hiking Mount Tamalpais, boating to Napa Valley, and mentoring others to foster positive change. She also volunteers with the Oakland Homeless Shelter Shower program.