VP of Financial Planning
As a CERTIFIED FINANCIAL PLANNER™ Stephen works with clients to provide comprehensive financial strategies that helps them pursue their goals and dreams. Whether you are considering retirement, generating a higher level of income, reducing taxes through tax planning, saving for your future, planning for education, or leaving a legacy via life insurance solutions - Stephen seeks to help you! Oconee State Financial Services is here to help clients in all aspects and facets of their financial lives. The decisions that you make today will set you on track towards the right course for the future.
Stephen is a graduate from North Georgia College & State University with a degree in Finance. Stephen’s blended career of confidently driving business development as a small business Chief Operating Officer and his commitment to customer service excellence has positioned him purposefully in guiding Oconee State Financial Services’ clients in comprehensive financial planning.
Stephen has been married to his wife Danielle and they have two daughters named Raegan & Laken.
WHY A CFP®?
Senior Wealth Advisor
Tim began his career in 1992 representing a global fixed income investment firm (Federated Securities Corp.) working directly with small community banks and thrift institutions in the Northeastern U.S. For more than 25 years, Tim has resided in Georgia and worked in the financial services industry. He has dedicated his career to representing and implementing investment management and asset allocation solutions, coupled with a focus on risk management as Regional Director and Vice President on behalf of global financial institutions. Tim is a Senior Wealth Advisor with the following industry licenses: Series 7, 65, and 63 held with LPL Financial. To add, he has earned the following designations: AIF® - Accredited Investment Fiduciary, and CRPC® - Chartered Retirement Planning Counselor SM. Tim’s efforts to know his clients personally, understand their goals, and be mindful of their concerns helps foster lasting relationships that place clients’ interests, first. Tim is blessed to be married to his devoted wife of 20 years (Tricia) with two teenagers, Preston and Sterling Ann. Tim looks forward to continually serving the interests of clients both, current and new.
Terry graduated from Wofford College in 1997 with a degree in Business Economics. Terry began his financial services career with John Hancock in 1997 following graduation, and has over 23 years of experience with investment management and financial planning. He holds the series 7, 24, 63 & 65 securities licenses with LPL Financial coupled with industry insurance licenses. Terry has spent his career helping families and small businesses with their investment management and financial planning needs. His greatest joy comes from watching his clients’ families pursue their goals such as retirement, college for children, growing a business, or other goals they work so hard for. He believes that getting to know a family/business, their specific needs, wants, and goals is essential to earning their trust for a mutually beneficial client/advisor relationship.
Terry and his wife Heather live in Dacula with their 3 daughters; Samantha, Reilly and Abbey. Their family is very active in their church, schools, and community. Terry and Heather believe that pouring into others through giving of time, talents and treasures is essential to living an abundant life.
Cory has been in the finance, tax planning and financial planning industries for the past 25 years. He graduated from Georgia State University with a degree in Finance and did his post grad studies in accounting. He established his CPA practice in 2012 to provide tax planning and tax return preparation for individuals and small businesses. It became a natural progression to expand his services into financial planning and wealth management in 2013. Along with his CPA certification, Cory holds the series 7 and 66 securities licenses through LPL Financial. Cory’s desire is to put his clients into an appropriate position to take on life events ranging from annual tax planning to long-term retirement planning by implementing sound financial strategies. Cory and his wife Angie live in Braselton with their three daughters; Grace, Lilly and Sarah. Both Cory and Angie are active in their church, chauffeuring their daughters to and from dance classes, and supporting their daughters’ school.
For tax related issues, please visit https://www.coryrobinsoncpa.com/
Amanda started her career with Terry Swaim in 2007. In early 2009, she took on her current role as a full time Operations Manager. Amanda lives in Winder with her husband Kevin on their family farm, where they enjoy spending time with their two nephews and giving back to the community.
Tax Administrative Assistant
Wendy Howard has worked in the legal field for 28 years. She joined Cory L Robinson CPA in 2016. She graduated Cum Laude with a degree in Business Administration from Georgia State University in 1998. Wendy, her husband, and two children live in Dacula, Georgia. She spends her weekends with family at the softball fields and at Lake Keowee.