Take Control of Your Financial Future


At Oconee State Financial Services, we are committed to helping our clients turn their aspirations and financial dreams into realities. Our dedication is firmly rooted in our goal to provide high quality, comprehensive financial services in an atmosphere that allows us to get to know you better ‐ your family, your business, your financial goals and your investment needs.

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Meet the Team

Stephen Hulsey

Stephen Hulsey, CFP®

VP of Financial Planning

Tim Rine

Tim Rine, AIF®, CRPC®

Senior Wealth Advisor

Terry Swaim

Terry Swaim, AIF®

Senior Wealth Advisor

Amanda Nelson

Amanda Nelson

Operations Manager

Wendy Howard

Wendy Howard

Tax Administrative Assistant

<p>Lesser Known Provisions of the SECURE Act</p>

Lesser Known Provisions of the SECURE Act

Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
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<p>Bridging the Confidence Gap</p>

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.
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<p>Saving Early & Letting Time Work For You</p>

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.
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How Can We Help?

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Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

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