NAPFA Fall 2022 National Conference Speaker
Charesse Spiller
Charesse Spiller is the founder of Level Best, a virtual process and operations consulting practice based in Houston, TX. Level Best partners exclusively with financial planners and proactively engages with each firm to analyze their current processes, create new systems, and implement them so they can seamlessly scale their business.
Spiller’s experience working with multiple firms across the United States has shown her the ins-and-outs of what makes a financial planning firm successful while drawing key knowledge from three core areas: the financial planning process, the client experience, and technology integrations. Spiller has been invited to and has spoken at XYPN LIVE, FPA, LPL, and TD Ameritrade National LINC conferences and has been featured on various industry specific podcasts and publications. She holds a bachelor’s in business administration from Youngstown State University with a concentration on the Certified Financial Planner track.
Spiller’s experience working with multiple firms across the United States has shown her the ins-and-outs of what makes a financial planning firm successful while drawing key knowledge from three core areas: the financial planning process, the client experience, and technology integrations. Spiller has been invited to and has spoken at XYPN LIVE, FPA, LPL, and TD Ameritrade National LINC conferences and has been featured on various industry specific podcasts and publications. She holds a bachelor’s in business administration from Youngstown State University with a concentration on the Certified Financial Planner track.
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