CIO
Valmark Financial Group
Geoff leads a team of technology experts focused on delivering secure systems that drive operational excellence for Valmark and its member offices. His team was recognized as a finalist for the Northeast Ohio Tech Team of the Year by the Greater Cleveland Partnership. He is a frequent panelist at industry events such as the Barron’s 100 Summit, Financial Services Institute, Industry Roundtables, and Box.com Works. Most recently, he was appointed to the Advisory Board of the Northeast Ohio CIO Forum. Geoff brings a forward-thinking approach to technology leadership in the financial services space.
AI’s potential in wealth management is only as strong as the data that fuels it. Many firms are eager to implement AI tools for planning, prospecting, and operational efficiencies—but without clean, structured, accessible data, these initiatives can stall before they start.
In this session, we’ll explore how to assess whether your firm’s data is AI ready, identify the steps necessary to prepare your data infrastructure, and outline best practices for ongoing data management to support AI-driven growth. We’ll discuss common challenges wealth management firms face, including data silos across CRMs, custodians, and planning systems, and how to resolve them to enable AI tools to deliver meaningful insights and automation.
Whether you’re just beginning to explore AI or seeking to maximize your existing AI solutions, this session will help you build a strong data foundation to fuel innovation and scalable growth in your firm.