NAPFA Spring 2024 National Conference Speaker

Meet Charesse Spiller, the driving force behind Level Best and the innovative FinOps Co-op®. As a practice management and operations consultant for RIAs, Charesse focuses on streamlining operations and helping businesses scale with precision. Her passion lies in guiding business owners through their hurdles, demonstrating how strategic leadership, coupled with robust systems, can propel a firm toward long-term success. Charesse's expertise is rooted in a foundation that spans financial planning processes, client experience, tech integration, and team empowerment. Her consulting firm and community are a testament to her commitment to transforming financial planning firms across the U.S. With her hands-on approach, Charesse helps firms take a hard look at their current operations, envision innovative systems, and put those plans into action. She's not just about ideas; she's about making real change happen, ensuring that her clients' firms not only grow but also thrive for years to come.