Whitney 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. Whitney has a fast and effective approach to her daily tasks and serves as the liaison between Bostian Retirement Planning clients and our Estate Attorneys. She holds her life insurance license and is also a notary public.
Whitney attended Catawba College and lives in China Grove with her husband, Matt, and son, Reagan. Whitney enjoys spending her time outside of Bostian Retirement Planning cooking and baking and spending time with her family.