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 of Estate Planning documents at Bostian Retirement Planning, LLC. Jacqui has a fast and effective approach to her daily tasks and serves as the liaison between Bostian Retirement Planning clients and our Estate Attorneys.
Jacqui attended Catawba College and lives in Salisbury with her husband, Phillip, and has two grown sons, Cameron and Raleigh. Jacqui enjoys spending her time outside of Bostian Retirement Planning baking, doing photography and supporting the North Rowan Cavaliers.