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.
Stephen Hulsey, CFP®
VP of Financial Planning
Tim Rine, AIF®, CRPC®
Senior Wealth Advisor
Terry Swaim, AIF®
Senior Wealth Advisor
Amanda Nelson
Operations Manager
Wendy Howard
Tax Administrative Assistant
Lesser Known Provisions of the SECURE Act
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
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Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
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Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
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