The Certified Financial Planner Board of Standards, Inc. (CFP Board) has elected Wealth Enhancement Group’s Chief Operating Officer Terri Kallsen to its Board of Directors. The CFP Board is the professional body for personal financial planners in the U.S. The CFP Board sets standards for financial planning and administers the CFP® certification. The CFP Board is also committed to increasing the public’s access to diverse, ethical and competent financial planning workforce.

Jeff Dekko, Chief Executive Officer of Wealth Enhancement Group, said, “We are incredibly proud that Terri Kallsen has been appointed to the CFP Board. Wealth Enhancement Group is a financial planning-centric firm and a strong supporter of the great work the CFP Board does to help more people have a clear financial picture. Terri’s addition to the CFP Board will help make financial planning more diverse and accessible for all. Please join me in congratulating Terri on this well-deserved honor.”

About Terri Kallsen, CFP®

Terri serves as chief operating officer at Wealth Enhancement Group, where she leads organization-wide plans that enable the company to serve its financial advisors more efficiently and effectively. She previously served as executive vice president, investor services at Charles Schwab where she was responsible for driving long-term growth and increasing client loyalty. Terri also led the Schwab Retail Branch Network of 300+ offices championing the delivery of financial planning to clients. She earned a Bachelor of Science degree from College of St. Benedict in Minnesota. Terri earned her CFP® certification in 2005.