Our Team

Raymond is a graduate of Wingate College with a degree in technology. He is also a nationally recognized retirement educator, seminar speaker, and national mentor to other financial service professionals and to thousands of his own successfully…

Linda, wife of Raymond, is an integral part of the Bostian Retirement Planning team. Her primary responsibilities include overseeing the finances of the firm and the “behind the scenes” details. Linda has a passion for making sure…

Stephanie is qualified to manage all aspects of Bostian Retirement, LLC’s marketing initiatives, systems and programs, etc. As Bostian Retirement’s Director of Operations since 1999, Stephanie brings a well- practiced skill set to all aspects of the…

Ryan was educated at Rowan Cabarrus Community College and then pursued a career with Bostian Retirement, acquiring his Life, Health, Medicare Supplement and Long-Term Care insurance licenses in 2000. He also acquired his series 65 fiduciary license…

Elizabeth loves welcoming our new clients and helping them understand how our events and referral system operate so they may enjoy and receive all of the benefits of being a client at Bostian Retirement Planning. Elizabeth has…

Christopher graduated from Catawba College with a Bachelor’s degree in Communications. He holds his Life, Health, Medicare Supplement and Long-Term Care insurance licenses and is a notary public for the state of North Carolina. He has been…

Luke serves as a Document Processing Specialist. In addition to overseeing new business applications, he facilitates gathering documents for current client’s annual review appointments. Luke is a third-generation member of the Bostian Retirement firm. Away from the…

Jennifer teams with Bostian Retirement Planning, LLC planners to meet the needs of our clients. Some of Jennifer’s responsibilities include overseeing withdrawals and reallocations for our clients, answering the phones, scheduling appointments, and processing all pending life…

Katie serves as Bostian Retirement’s office administrator & legal document specialist. She is the friendly face at the front desk, keeping things organized and handling your documents with care. Born & raised in Rowan County, Katie graduated…

Kyndl serves as Document Processing Specialist. She facilitates and processes applications for our clients. Kyndl additionally serves as the liaison between Bostian Retirement Planning clients and companies. Kyndl was born and raised in Kannapolis, North Carolina. She…

Mindy serves as Event Coordinator. She brings an enormous amount of energy as she works to ensure that Bostian Retirement Planning’s events are top notch and entertaining for all who attend. There is never a problem with…

Sharon serves as Document Processing Specialist. She welcomes all new clients to the family, oversees pending applications until issued and expertly facilitates beneficiary changes and death claims. She takes great pride in assisting our clients with all…

Verna serves as our Client Care Specialist. She enjoys catering to our referred potential clients and ensures that they are given the opportunity to come in and meet with our advisors. Verna lives in China Grove with…