Sam Soots, CFP®, CRPS®


Sam, a Certified Financial Planner (CFP®), and Chartered Retirement Plan SpecialistSM (CRPS®), by designation(s), and Winston-Salem native joined the Timonier Team in January of 2022 filling the post of Director of Retirement Plan Services. Sam began his career in investments after graduating from Hampden-Sydney with a degree in Economics and Commerce. Post holding his PGA professional status in the early 2010’s Sam obtained his CFP® degree from Wake Forest University. Using his proprietary plan review process Sam provides participants and business owners peace of mind that their company offers a high quality and compliant plan for the benefit of their participants. His process focuses on ERISA compliance, identifying plan sponsor liability, investment compliance, and overall plan management and cost-efficiency. You will quickly learn of Sam’s passion for assisting employers with any and all of their retirement plan needs. Timonier and Sam serve as a 3(38) investment fiduciary to provide additional assurance and allow the plan sponsor to offload a major fiduciary risk. Sam also values working with the plan participants giving them the care and attention they deserve to make a good retirement planning decision around every aspect of qualified, and non-qualified plans. With Sam and your dedicated support team, you will quickly learn that you have a contact who can coordinate and implement a consistent and reliable retirement plan that can be managed with ease. If you are looking for a financial partner to assist in this area, please do not hesitate to reach out for a complimentary, unbiased, third-party opinion. When he is not constructing retirement plans and servicing clients, Sam enjoys spending time with his wife Ali and their two dogs Bailey and Chester.

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