Our Team

Since 1976, Bostian Retirement Planning, LLC has provided retirement counseling services meeting the needs of retirees across North Carolina. Retirees want accurate information from a knowledgeable source which also provides “value added” services for retirees.

Bostian Retirement 2024

Raymond Bostian, LUTCF, CLTC

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…

Learn More

Linda Bostian, AS

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…

Learn More

Ryan Mesimer, CLTC, NSSA

After graduating from West Rowan High School, Ryan continued his education 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….

Learn More

Christopher Wingler, CLTC, NSSA

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…

Learn More

Stephanie Mesimer, BA

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

Learn More

Wendy Wojciechowski

Wendy teams with the Bostian Retirement Planning, LLC planners to meet the needs of our clients. Some of Wendy’s responsibilities include overseeing withdrawals and reallocations for our clients and processing all pending life insurance applications. Currently residing in…

Learn More

Charlene Core

Charlene serves as Document Processing Specialist. She is the backbone of anything concerning paperwork at Bostian Retirement Planning, LLC. Charlene is extremely efficient at streamlining all paperwork and serves as the liaison between Bostian Retirement Planning clients…

Learn More

Bethany Earl

Bethany serves a dual role as Document Processing Specialist and office administrator for the firm. She is primarily responsible for managing all aspects of new and existing client meetings and service appointments. She also manages all aspects…

Learn More

Mindy Daniel

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…

Learn More

Verna Roach

Verna serves as our Client Care Specialist. She enjoys servicing our clients and ensuring that they are kept informed with the most updated information regarding their documents and accounts. Verna lives in China Grove with her husband,…

Learn More

Sharon Moses 

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…

Learn More

Kyndl Yow

Kyndl serves as Document Processing Specialist. She facilitates and schedules annual review appointments for our clients and processes applications. Kyndl additionally serves as the liaison between Bostian Retirement Planning clients and companies.  Kyndl was born and raised…

Learn More

Contact us today!

Fill out the form below to send us a message or give us a call at (704) 630-0899.

"*" indicates required fields

Play Video