Terri Kallsen

Terri R.
Kallsen currently works at Charles & Helen Schwab Foundation, as Director, Financial Planning Association, as Member, College of Saint Benedict, as Trustee, The Wealth Enhancement Group, Inc., as Chief Operating Officer from 2020, and Rise Growth Partners, as Managing Partner and Senior Operating Advisor from 2023.
Ms. Kallsen also formerly worked at Charles Schwab Trust Co., as Director, The Charles Schwab Corp., as Executive Vice President-Investor Services from 2014 to 2019, Thrivent Financial for Lutherans, as Vice President from 1994 to 2005, United Services Automobile Association, as Senior Vice President from 2004 to 2009, Charles Schwab & Co., Inc., as Executive Vice President-Investor Services from 2014 to 2019, First Command Financial Services, Inc., as Executive Vice President from 2009 to 2012, Wealth Enhancement Group LLC, as Chief Operating Officer from 2020 to 2023, and The American College of Financial Services, as Trustee.
Ms. Kallsen received her graduate degree in 1996 from the University of Wisconsin and undergraduate degree in 1990 from College of Saint Benedict.