TERRI KALLSEN
Chief Operating Officer

 

Formerly Executive Vice President, Investor Services, Charles Schwab Corporation

About Wealth Enhancement Group
Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, Wealth Enhancement Group serves clients nationwide. Wealth Enhancement Group specializes in providing retail clients with the team-based expertise and resources they need
to simplify their financial life.
For more information, please see Wealth Enhancement Group's press release.


          Jay Millen
Managing Partner
+1 843 804 6051
jmillen@caldwellpartners.com

Glenn Buggy
Managing Partner
+1 203 348 9590
gbuggy@caldwellpartners.com