Geoff Suval

Geoff Suval has a diverse work experience spanning several industries. Geoff is currently an Executive Vice President at J. Galt, where they previously served as a Regional Managing Partner. Prior to their current role, they founded and served as President of Prudent Process Advisory, LLC. Geoff has also worked as a Senior Cost & Profit Consultant at Xceleran and as a Sales and Marketing Representative at Colonial Life. Their previous positions include Senior Retirement Plan Consultant at The PFE Group, Vice President & Managing Director of Retirement Services at First Financial Group, and Vice President, Director of Retirement Services at RCM&D. Before transitioning to the financial industry, Geoff worked as a Partner at New York Life Insurance Company and as Vice President of the Northeast Division at AXA Advisors, LLC. Geoff began their career as a Paralegal at Covington & Burling.

Geoff Suval obtained a Bachelor of Arts (B.A.) in Government from Cornell University, completing their education from 1989 to 1993. Additionally, they have obtained various certifications including Certified Health Savings Adviser (CHSA) from AccessPoint HSA in 2017 and AIF (Fiduciary Consulting) from fi360 in 2015. Other certifications include ChFC, LUTCF from The American College in 1997, 63 and 65 from FINRA in 1996, and Life, Health, Property and Casualty Insurance Licenses from the State of Maryland in 1996.