Our Team

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

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…

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….

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…

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….

Elizabeth teams with the Bostian Retirement Planning, LLC planners to meet the needs of clients as she is highly trained to be a planner as well if needed. Some of Elizabeth’s other responsibilities include creating the Bostian…

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…

Jacqui 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…

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…

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,…