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Samuel Mitchell

CFC, AIF®

CEO

Professional Experience

In his role as CEO, Sam is responsible for the leadership of Sentinel’s four separate business units: Sentinel Benefits Group, LLC; Sentinel Pension Advisors; Sentinel Insurance Agency; and, Sentinel Securities. He is devoted to ensuring that Sentinel remains committed to our core values — integrity, excellence, expertise, innovation, and empowerment — while achieving its short and long-term growth initiatives. As a member of the leadership team, Sam is influential in setting our strategy and vision, developing new business opportunities and partnerships, creating first-class client experience, as well as all operational objectives of the firm.

Sam joined Sentinel in 2000, holding varied roles within the organization and most recently serving as President of Sentinel Benefits Group, LLC the largest of Sentinel’s business units. His professional background includes consulting and administration for employee benefit plans, including retirement plans, health and welfare plans, Section 125 and other reimbursement plans, and COBRA.

Sam is passionate about driving change in our industry to better align our strategies and policies with the needs of the individuals we serve. He is an active member of multiple advisory councils including the Advisor Council for Fidelity Investments Clearing and Custody Services (CCS) and Wex Health Executive Summit. Sam also serves as the chairperson of a non-profit organization in his community.

Sentinel’s innovative spirit is a perfect complement to my personality. I enjoy finding a different approach to solving the retirement and benefit needs of our clients. Providing a strategy around optimizing how people live today and save for tomorrow doesn’t have to be complicated and it doesn’t need to be boring. In fact, it can’t be.

Educational Background and Certifications

  • Gordon College, Wenham, MA – Bachelor of Arts – Business Management and Accounting
  • Certified in Flexible Compensation, CFC
  • Accredited Investment Fiduciary®, AIF®
  • Member, Vistage International since 2010