Financial Advisor Firms in South Carolina

Claudia Hohn

Tax Associate

Check back soon to learn more about Claudia.

Matt Clare

Advisor Operations Associate

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David Henao

Business Insights Associate

Check back soon to learn more about David.

Claire Schroepfer

Senior Tax Manager

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Ally Blount

Client Relationship Coordinator

Check back soon to learn more about Ally.

Lisa Bruffey

Client Service Coordinator

As a Client Service Coordinator, Lisa plays a key role in supporting clients with exceptional service and operational efficiency. With a strong commitment to detail, she assists in resolving client inquiries and ensures smooth day-to-day operations. Lisa is dedicated to building trust and delivering a high standard of client care that aligns with the firm’s mission of financial excellence.

Originally from Cincinnati, Ohio, she now resides in Hilton Head Island, South Carolina. Outside of work, she enjoys spending time with family and friends, traveling, and going to the beach.

JAMIE HENDRIX, ESQ.

Estate Planning Advisor – Not providing legal advice or legal representation in this role.

Known for her clear communication, strong relationships, and attention to detail, Jamie thrives in the relational side of her work—connecting with individuals and families during some of life’s most significant planning moments. She partners closely with CCFP’s financial advisors, tax professionals, and external counsel to deliver a seamless and elevated client experience.

Jamie grew up in Columbia, South Carolina, and earned her undergraduate degree in Criminology from the University of South Carolina before completing her Juris Doctor in 2022. A lifelong Gamecock fan, she’s often found cheering on her team at games and events. Outside of the office, Jamie enjoys traveling, attending local events, and spending time with family and friends.

MICHAEL WILLIAMS

Client Service Associate

Michael started working at Capital City Financial Partners in August 2025. In his role, he assists advisors with contract processing and signing, opens brokerage accounts and annuity policies, and completes non-financial account updates. His favorite part of the role is being able to help clients and build relationships with them. Through this internship, Michael hopes to broaden his experience in the financial industry and apply what he has learned in his classes.

Michael is from Winston-Salem, North Carolina, and is a junior at the University of South Carolina, majoring in Finance and Real Estate. His favorite part about going to South Carolina is attending the football games. He aspires to a career in wealth management or real estate development.

JACK HAWLEY

Client Service Manager

Jack brings a thoughtful and client-focused approach to financial planning, helping clients feel confident and supported as they work toward their goals. He takes pride in reducing the stress that often comes with managing finances and providing guidance that makes a meaningful difference.

A native of Denver, Colorado, Jack earned his B.A. in Political Science with a minor in Business Administration from Colorado State University. Since moving to South Carolina, he has been enjoying exploring his new home. Outside the office, Jack enjoys cooking, reading, and playing guitar.

LAUREN DZIEKAN

Senior Tax Associate

Lauren Dziekan began her journey with CCFP as an intern in 2022. She joined full-time in 2023, briefly moved to part-time in 2024, and is now back full-time, supporting the tax and bookkeeping teams.

As a Senior Tax Associate, she prepares business and individual tax returns for review and assists with bookkeeping. Lauren loves being part of an all-female tax team and is excited to take on more client-facing work in her role.

Originally from Connecticut, Lauren moved to Columbia in 2019 for the southern college experience. She earned both her bachelor’s and master’s degrees in accounting from the University of South Carolina and recently passed all four sections of the CPA exam.

Outside of work, she enjoys being outdoors with her rescue dog Coco, reading psychological thrillers, traveling (favorites include Switzerland and Croatia), and playing casual rounds of golf.

JANE GUERRA

Business Development Manager

Jane joined Capital City Financial Partners in May 2025 as a Business Development Manager. She coordinates all CCFP events in Greenville and Asheville, creating opportunities for individuals to learn more about the firm’s services.

A native of Lexington, South Carolina, Jane graduated from Clemson University in 2020 with a B.S. in Marketing and a minor in Psychology. Now living in Greenville, she enjoys spending time with family and friends, cheering on the Clemson Tigers, traveling, and cooking. Known for being organized, solution-focused, and an effective communicator, Jane takes pride in helping clients feel comfortable and supported as they plan for retirement.

JACKSON HARSHEY

Financial Planning Coordinator

Jackson recently graduated from the University of South Carolina, where he earned his degree in finance with a concentration in data analytics. During his time at USC, he was actively involved in campus life and developed a strong foundation in financial planning.

He originally joined CCFP as an intern in January 2025 and now serves as a Financial Planning Coordinator. In this role, Jackson supports the advisory team by updating client spreadsheets, preparing materials, and helping ensure a smooth and high-quality client experience. He enjoys working closely with the team and continues to expand his knowledge of the finance industry every day.

Outside of work, Jackson enjoys playing basketball, golfing, and watching sports. He’s a dedicated Indianapolis Colts fan and loves spending time with family and friends.

AUDREY COATES

Digital Marketing Associate

Check back soon to learn more about Audrey Coates.

LISA DUDA

Business Development Manager

Check back soon to learn more about Lisa!

VERA MITCHELL

Client Service Manager

Vera joined Capital City Financial Partners in February 2025, bringing a patient, structured, and relationship-focused approach to her role. She works alongside advisors and the service team to help clients implement their financial plans and achieve long-term goals, all while ensuring a high level of service and support. Vera quickly embraced the collaborative, team-oriented culture at CCFP and enjoys contributing to its client-first mission.

Originally from Myrtle Beach, SC, Vera has called Columbia home since 2009. She earned her Bachelor’s in Business Management from Francis Marion University and is a proud mother to a daughter who will attend the University of South Carolina in the fall. Outside the office, Vera enjoys crafting, drawing, traveling, watching sports, and spending time with family and friends!

CHARLOTTE JORDAN

Client Service Associate

Check back soon to learn more about Charlotte Jordan.

AMANDA GREEN

Client Service Associate

Amanda is originally from Northern Virginia. She is a sophomore at the University of South Carolina, majoring in Marketing and Finance, with an emphasis in Data Analytics. She is actively involved on campus in Chi O, the USC Club Golf, the Carolina Sales Institute, and the American Marketing Association. Amanda loves the Gamecocks; her favorite memory is running into the fountain after the Women’s Basketball team won the National Championship!

In her role, she assists advisors with paperwork and the processing of opening and managing accounts. Her favorite part of the role so far is working with the amazing people at CCFP, as she enjoys learning from her co-workers, who offer valuable knowledge she couldn’t gain in the classroom. Through this internship, Amanda hopes to gain hands-on experience and deepen her understanding of the finance industry.

CAROLINE GRISANTI

Client Relationship Manager

Caroline joined CCFP in February 2025 and brings a passion for connection and client care to the team. As a Client Relationship Manager, she is focused on cultivating meaningful, long-term relationships with clients. Caroline is responsible for strategically planning and coordinating client events throughout the year—ensuring every experience is thoughtful, engaging, and memorable.

What she loves most about her role is connecting with clients on a personal level. Through well-organized events and ongoing support, she helps foster deeper relationships and provides opportunities for clients to network, learn, and feel valued as part of the CCFP community.

Originally from Memphis, TN, Caroline relocated to Columbia in early 2025. She graduated from Ole Miss in 2023 with a degree in Allied Health Studies. On weekends, you’ll likely find her exploring her new city or cheering on the Ole Miss Rebels.

ALEX SUGGS

Financial Advisor

Alex began his career at Capital City Financial Partners in 2019, working in Planning and Trading before moving into roles as Service Manager, Associate Advisor, and Lead Advisor. Today, he serves as a Financial Advisor for CCFP.

Known for his ability to communicate effectively and build lasting relationships, Alex thrives on meeting new people and helping them move toward financial confidence. His strengths include organization, creativity, and a natural ability to connect with others.

A Chesterfield, SC native, Alex attended the University of South Carolina and began his career in Charlotte before settling in Columbia, where he has lived for nearly a decade. Outside of work, he enjoys attending Gamecock sporting events, traveling, spending time with family and friends, and making trips to the beach.

HANNAH PARKER

Digital Marketing & Events Associate

Hannah joined Capital City Financial Partners in May 2025, as our Digital Marketing and Events Associate. In this role, she supports both the digital marketing and event planning efforts of the firm.

Originally from Charleston, South Carolina, Hannah is a junior at the University of South Carolina, where she is double majoring in International Business and Marketing. She is actively involved on campus through the Women in Business Council and UofSC’s radio station, WUSCFM and HD-1 Columbia.

Hannah is passionate about growing her skills in marketing and project management and values the supportive, team-oriented environment at CCFP. She brings creativity, persistence, strong communication skills, and a self-driven mindset to everything she does.

Outside of work and school, Hannah enjoys hiking, beach trips, reading, listening to music, and spending time with her family and friends. She has two younger siblings and two dogs who keep life fun and full of energy.

TABITHA GAFFNEY

Tax Operations Manager

Check back soon to learn more about Tabitha!

ALLI D. STEPHEN, CPA

Director of Tax Solutions, Advisory Consultant – Affiliated with CCFP Tax

Alli D. Stephen joined CCFP in January 2023 as a Business Tax Senior Manager and soon after took on the role of Director of Tax Solutions. In this leadership position, she oversees the firm’s tax group, focusing on building and executing the vision and mission of the tax planning services at CCFP. Alli is dedicated to educating clients and prospective clients on the critical importance of tax planning through seminars and one-on-one consultations. She specializes in small business tax, helping business owners not only with tax efficiency but with ensuring the overall financial health of their businesses.

Alli’s approach to tax planning is holistic, recognizing that every financial decision impacts various aspects of a person’s life. She works closely with individuals and business owners to create tailored tax strategies that provide long-term benefits and help clients save money for their future, particularly for retirement.

A proud Gamecock fan, Alli grew up in Columbia, SC, and earned both her bachelor’s in accounting and her Master’s in Tax from the University of South Carolina. With over 10 years of experience in public accounting, she is passionate about bringing clarity to complex tax matters and building strong relationships with her clients.

Outside of work, Alli is committed to health and fitness, believing that exercise helps her maintain energy and focus on all aspects of her life. She recently got married to Chris, and they share two beloved dogs, Charlie and JoJo. Alli loves to travel, explore new things, and go on adventures, including concerts and outdoor activities. She is also an avid supporter of the Gamecocks, especially during football season.

LISA N. SMITH, CPA

Director of Individual Tax – Affiliated with CCFP Tax

Check back soon to learn more about Lisa!

KATHERINE SMITH

Partner, Director of Efficiency

As Director of Efficiency, Katherine makes sure clients experience best-in-class service at Capital City Financial Partners. She loves helping clients and their families in one of the most important aspects of their lives — their finances and retirement.

Originally from Pittsburgh, Pennsylvania, Katherine attended the University of South Carolina, majoring in management of human resources and marketing. When she’s not in the office, she enjoys traveling and spending time outdoors with her family hiking, fishing, and visiting the lake or beach.

SAMANTHA JACOBS

Senior Operations Associate

As a rising senior at the University of South Carolina, Sam excels in roles requiring collaboration and attention to detail. She started with CCFP’s Client Service Department in May 2023 and returned this summer as our Senior Operations Associate, assisting with data entry and analysis to improve client experience. “I love seeing firsthand the positive impacts our work has at Capital City Financial Partners.”

Sam is pursuing a degree in Accounting with a concentration in Business Analytics. On campus, she serves as the Finance Chair for UofSC’s Beta Alpha Psi chapter and is a Peer Leader for incoming freshmen. Outside of her commitments, Sam enjoys spending time with friends and family, especially if it includes traveling to the beach!

GRACIE BERTSCHE

Client Service Specialist

Gracie joined our Client Service Department in May 2024 and has proven to be a positive light within CCFP! A lifelong Gamecock fan from Greenville, she is thrilled to be a senior at UofSC, pursuing double majors in Finance and Business Management with a concentration in HR.

Her education has driven her to expand her knowledge within the financial services industry. Gracie provides strong organizational and communication skills to assist Service Managers with tasks and paperwork, ensuring our Advisors are well-prepared for their meetings.

Outside of work, Gracie enjoys volunteering at the Final Victory Rescue Center, where she stays active and spends time with dogs, her favorite animals!

KATIE STEVENS

Senior Client Service Associate

Joining our team in May 2024, Katie has thrived within our Client Service Department. Coming to us from Charlotte, one of the top financial hubs in the United States, she looks forward to witnessing the positive impact that our work has on others’ lives. Katie is currently in her Senior year at the University of South Carolina, where she is double majoring in Finance and Real Estate with a minor in PR/Advertising.

With her notable skills in communication and compassion, she has quickly made meaningful relationships with her peers at CCFP. “I love being part of a team where everyone supports each other’s success!”

In her free time, Katie enjoys running at the Riverwalk, spending time with friends & family, and relaxing at the beach.

OWEN GRIDER

Senior Advisor Service Associate

Owen joined our team in January of 2024 and is committed to assisting our financial advisors. He has proven himself to be an integral part of the Advisor Service Team, creating and updating existing clients’ spreadsheets. You can also find Owen preparing pre-review sheets to enable the advisors to best serve their clients during meetings.

Through his role as an Advisor Service Associate, Owen says he “hopes to gain better understanding of retirement and investment planning”.

Owen is from Rock Hill, South Carolina and is a junior, majoring in Finance at the Darla Moore School of Business and minoring in Music Industry Studies. Because Owen has a passion and talent for both finance and music, he hopes to pursue a career in budgeting concerts and tours post-grad.

Outside of the office, Owen is involved with the Music Industry Club where he is the Treasurer. He loves to play and watch basketball, play the guitar, make music, and sometimes even perform on campus!

MEGHAN KARR

Senior Client Service Specialist

Meghan’s strong personable and communicative skills have helped her thrive here at Capital City since January 2024. As a Senior Client Service Specialist, Meghan assists the client service team to help prepare advisors for their meetings with clients, ensuring that our clients have a seamless experience while creating their retirement plans.

When she first joined the team, Meghan hoped to gain first-hand experience in professionalism and the ability to apply her knowledge from her courses to the workforce.

“I have loved being a part of such an amazing team and learning about the company and all it has to offer to clients” Meghan says.

Meghan came to UofSC all the way from New Jersey and quickly found her home in South Carolina. She is a rising junior majoring in Finance and Economics, which will help her with her post-grad goals of obtaining her MBA and CFP certifications to excel in a career in finance.

When she is not in class or working, Meghan loves spending time with her friends and family, traveling, listening to music, and hanging out with her puppy, Murray!

SISSY COX

Digital Marketing Manager

Sissy, a Columbia-area native, joined our team in May 2023 as a full-time Digital and Social Media Associate. Since then, she has grown within the company and now serves as our Digital Marketing Manager.

She recently graduated from Clemson University with a B.S. in Graphic Communications. Her education, combined with hands-on experience, has equipped her with the creative and strategic skills needed to lead our digital presence.

At Capital City Financial Partners, Sissy oversees all things digital marketing—from social media and content creation to strategy and brand development.

Outside of work, Sissy enjoys spending time at the lake, traveling, and cheering on Clemson football.

DEBRA SIGMON

Facilities Manager

Debra first joined Capital City Financial Partners as our Client Relationship Associate and now serves as our Facilities Manager. She currently resides in Old Fort, NC, and, having been born and raised in Asheville, is excited to continue supporting clients in her hometown community.

Married for nearly 37 years, Debra is a proud mother of three and grandmother of two. Outside the office, she enjoys life on her farm with her animals, hiking, traveling, making handcrafted jewelry, and photography. She also serves as a public notary in North Carolina.

Debra’s warm personality and excellent communication skills help foster strong relationships between CCFP and our clients. Whether you connect with her welcoming voice on the phone or are greeted by her kind smile in the office, Debra looks forward to making every client experience feel comfortable and valued.

JADYN MCDONOUGH, MS, MBA

Director of HR & Development

Jadyn originally started as an intern at Capital City Financial Partners back in 2020, while pursuing bachelor’s degrees in supply chain & operations management and human resources management at the University of South Carolina. She continued her education, earning her M.B.A. with a concentration in Human Resources and M.S. in Organizational Leadership. She now serves as our Director of HR & Development.

In her day-to-day role, she handles a variety of HR responsibilities, including benefits, payroll, PTO, policies, recruiting, hiring, and training. But her focus extends beyond the basics to employee development. She works closely with the team to ensure they have the tools and support to succeed, empowering them to serve clients and the community effectively. Her role involves strategic planning, frequent discussions, and interdepartmental collaboration to maximize resources, drive synergy, and create clear career progression paths.

Outside of the office, you can often find Jadyn at the beach, reading, or doing hot yoga. She enjoys mentoring undergraduate women in leadership at the College of Charleston as well as volunteering with other organizations in her community.

ASHLIE BRADLEY

Office Manager

Check back soon to learn more about Ashlie Bradley.

JESSICA VOLKLE

Marketing and Events Manager

After graduating from the University of South Carolina in December 2023 with a degree in Marketing and a minor in Sports Media, Jessica joined CCFP as the first Client Care Coordinator in January 2024. By December of the same year, she transitioned to her current role as Marketing and Events Manager where she combines creativity and strategy to strengthen client relationships and promote the firm’s offerings.

In her role, Jessica plans and manages financial seminars for prospective clients in the Columbia region, organizes social and educational events, and oversees communication channels to ensure a seamless experience for clients. She thrives on the opportunity to create deeper relationships through meaningful interactions and enjoys creating engaging events that leave a lasting impact.

Originally from Washington state, Jessica enjoys visiting her family during holidays and summer breaks. An avid outdoor enthusiast, she loves hiking, skiing, and recently completed her first marathon in Philadelphia. Her time management, attention to detail, and passion for connecting with others are key strengths she brings to her role at CCFP.

MAX HOLLAND

Financial Advisor

Max joined the Capital City Financial Partners family in March 2024 and has since grown into his current role as a Financial Advisor.

Originally from Irmo, South Carolina, Max attended Clemson University, where he earned a degree in financial management with a minor in accounting. He holds his Series 63 license and continues to build his expertise in financial planning and investment strategies.

Max is known for being detail-oriented, intentional, and efficient. He is passionate about helping others and finds purpose in his work, sharing that he “loves knowing that he can make someone’s life easier.” As a Financial Advisor, Max combines his strong technical knowledge with a deep commitment to client service, striving to guide individuals and families toward financial confidence and success.

Outside the office, Max enjoys spending time with his family, cheering on Clemson athletics, and golfing with friends.

DAVID POLSON

Financial Planning Manager

We welcomed David to the team initially in 2021 as an intern. He then moved on to become our Client Service Coordinator in 2023. Having quickly mastered that role, David was promoted to his position as Senior Client Service Manager. Recently, David moved on to become our Financial Planning Manager. In this role, he continues to provide our clients with a high degree of service. He brings knowledge, passion, and empathy to the table. Needless to say, David demonstrates an unwavering commitment to helping our clients achieve their financial goals, in any way possible.

David currently attends Liberty University in pursuit of a degree in Business Administration. A South Carolina native, David spends his free time watching sports and spending time with friends and family.

CHEYANNE POWELL

Senior Client Service Manager

Cheyanne Powell is dedicated to helping clients achieve their financial goals, in whatever way she can. She joined the team in 2021 as an intern and became a Client Services Coordinator in 2023. Soon after, she was promoted to her current position, Senior Client Service Manager. Cheyanne saw how important it was to plan for retirement and wanted to share the knowledge to everyone she could.

Cheyanne earned her bachelor’s degree in finance from Benedict College in Columbia, SC. A Jamaica native, with deep roots in the Bahamas, Cheyanne now resides in South Carolina. She loves spending time with family and friends, traveling, and doing community service.

AVA BRUFFEY

Assistant Director of Client Service

Ava is dedicated to making certain that clients receive top-notch, personalized service so that they can feel confident in their financial goals. She joined the firm in 2019 as an intern, became a Client Service Manager in 2023, and is now our Assistant Director of Client Service.

Originally from Cincinnati, Ohio, Ava attended the University of South Carolina where she earned her degree in Marketing and Human Resources Management. She lives in Atlanta, GA and enjoys spending time with her friends and family, being outside with her dog Lucy, traveling to new places, and cheering on USC sports!

MAUREEN HORAN

Senior Client Service Manager

Having over 19 years of experience in the financial industry, Capital City was more than excited to welcome Maureen to the team in 2019. Throughout her time at the company, Maureen has proven herself to be a very versatile and valuable member of our team.

Not only does she work tirelessly to provide top-notch service and care to our clients, but she supports the CCFP team at great lengths. Maureen additionally spearheads our internship training and development program, prioritizing the personal and professional development of these undergraduate students. She is also a Public Notary, licensed in both North Carolina and South Carolina.

Outside of the office, you can find Maureen reading, traveling to new places, cooking, spending time with friends, and spoiling her grandchildren.

GREG YOUNG

Independent Financial Advisor

As an Investment Adviser Representative with 20 years of experience in the financial services industry, Greg Young is able to combine his passion for helping people with his interest in investing. He has extensive knowledge of mutual funds and particularly enjoys retirement planning and fixed income investing.

Greg has passed the Series 66 security exam and has insurance licenses in South Carolina and North Carolina. He earned a Bachelor of Science in marketing from Wright State University.

Greg lives in Blythewood, South Carolina, with his wife, Kathy, and their two sons. In his spare time, he enjoys family trips to Hilton Head Island, fishing, golfing and watching his boys play sports.

EVERETT FRANKS, MBA

Financial Advisor

Everett discovered his true calling by intertwining his passion for helping people with his keen interest in finance, leading him to the perfect crossroads as a financial advisor.

As a proud member of the CCFP family, Everett is on a mission to provide individuals and families with peace of mind throughout the various phases of their lives. His commitment to guiding people through our meticulous planning process reflects his dedication to their financial well-being.

Everett’s journey in the financial services industry spans five years, during which he has earned his Series 66 license, honed his financial expertise, and built lasting relationships.

As a native of Lafayette, LA, Everett graduated from the University of Louisiana at Lafayette with a Bachelor of Science degree in Finance with a minor in Economics. He’s currently pursuing his MBA with a focus in Finance, underscoring his dedication to staying engaged with industry advancements.

Beyond the walls of CCFP, Everett finds joy in exploring hiking trails, strumming on his guitar, or crafting delicious Cajun recipes in the kitchen. Accompanied by his loyal golden retriever Finley, he and his fiancée Morgan frequently explore the scenic riverwalks of Columbia, SC, creating cherished moments outside the world of finance.

With a blend of professionalism and genuine passion, Everett is a dependable partner committed to guiding you through the complexities of your financial journey with assurance and enthusiasm.

CAMP BRITT, CFP®

Financial Advisor

Camp started his professional journey with Capital City Financial Partners in February 2024.

Born and raised around the corner in Blythewood, South Carolina, Camp pursued a degree in finance at Clemson University, where he completed Clemson’s Financial Planning Program and soon after earned his Series 66, and SC state insurance license, which ultimately lead to him receiving his CFP.

After nearly 4 years in the industry, Camp has a passion for “helping clients feel confident in achieving a successful retirement and securing their financial future.” He is beyond excited to be back in the Columbia area, ready to work with new clients and understand their needs to strategically plan their dream retirement.

Outside of the office, you can find Camp at almost any Clemson sporting event and spending time outdoors with his wife and their new baby girl.

ERIC OLNEY, CFP®

Assistant Director of Advisor Operations

Originally from California, Eric relocated from San Diego to the East Coast with his wife and son to be closer to family in the Greenville area. After years of visiting relatives in Landrum, they decided to make the Carolinas their permanent home.

With more than a decade of experience in the financial services industry, Eric brings valuable knowledge to his role as Assistant Director of Advisor Operations. He also holds the Certified Financial Planner™ designation, reflecting his commitment to professional excellence and supporting both clients and advisors.

When he’s not in the office, Eric enjoys spending time with his family, cooking, exploring the Carolinas, cheering on the Greenville Drive and Swamp Rabbits, and refining his golf swing.

NATE O’STEEN

Partner, Financial Advisor

Nate works one-on-one with clients and specializes in helping them optimize their Social Security income. He is a Registered Investment Advisor and is certified with the National Social Security Association (NSSA).

Nate has a Bachelor of Arts degree in economics and French from Hamilton College, located in Upstate New York.

Outside of work, Nate enjoys hiking and biking in the mountains of Western North Carolina with his wife and three children.

MICHAEL COLEMAN, MBA

Partner, Financial Advisor

Michael joined the firm to pursue his passion for helping people gain financial confidence and independence.

“I became a financial advisor because I wanted to make a difference in my community,” Michael says. “I grew up not seeing many people who looked like me be involved in finance or insurance. I wanted to be someone my family and those around me could count on for honest, consistent advice regarding financial literacy and estate planning.”

Michael entered the industry in 2002 before becoming a financial advisor in 2014. He graduated from the Darla Moore School of Business at the University of South Carolina and has passed the Series 65 security exam.

According to Michael, the best advice he can give clients is trust the process. “I know it’s cliché, but it’s true,” he says. “Allow us to make a plan for you, and don’t make emotional decisions in areas with money that might hurt you in the long run.”

Outside of the office, Michael enjoys spending time with his wife, Dr. Candice Coleman, and their three children, watching and attending USC sporting events, reading as much as possible and traveling.

JASON W. HEMING, MBA

Partner, Financial Advisor

A financial professional since 2007, Jason W. Heming works to help people reduce their anxiety and stress about finances. His goal is to provide solid guidance so they can feel a sense of confidence in their long-term financial goals and plans for retirement.

Jason has passed the Series 6, 7, 63 and 65 exams and is an Investment Adviser Representative. He has a Bachelor of Science and a Master of Business Administration with emphasis in finance and economics.

A native of Columbia, South Carolina, Jason now lives in Chapin. He loves spending time with his son, adventure traveling, playing trumpet with the Columbia Community Concert Band, running and working out.

ADAM SMITH, CFP®, MBA

Partner, Director of Advisor Operations, Financial Advisor

Adam has always had an interest in the financial markets, but he enjoys helping people pursue their goals even more.

Before entering the financial services industry, Adam was on active duty in the Marine Corps for seven years and served another three years in the Marine Corps Reserve. After leaving active duty, he worked as a sawmill manager. In 2017, he made the shift to financial services, becoming an independent advisor at First Command Financial Services. He joined the Capital City team in 2019.

Adam is a Certified Financial Planner. He also passed the Series 66 security exam and holds a life and health insurance license in multiple states. He also has a Bachelor of Science in biology, with a chemistry minor, from Newberry College and a Master of Science in Finance.

A Lexington native, Adam enjoys spending time with his two daughters and son, playing golf, enjoying the great outdoors and cheering on Clemson sports.

MICHAEL J. NORRIS II

Partner, Financial Advisor

Michael Norris is one of our incredible advising partners. Starting out as an intern for the company in 2016, he was licensed and promoted to an advisor in 2018, then offered partnership in 2022.

Engrained at an early age was the importance of living within your means, joyful giving and personal contentment (in any circumstance). This was exemplified by his parents, who met in the military, married and raised six children on very limited resources.

As an Investment Adviser Representative, Michael has passed the Series 65 securities exam. In 2017, Columbia Business Monthly named him on its “Best & Brightest 35 and Under” list. He actively serves on his church finance committee and leads our firm’s charitable endeavors.

In their spare time, Michael and his beautiful wife, Dr. Lisa, enjoy marveling at her gardens, tackling home improvement projects, riding bikes, making music, competition of all kind, reading anything by John Piper, playing with his big-ole dog, Red, and spending time with their son.

LIS MAGGIO

Director of Business Development

Meet Lis, our dedicated Director of Business Development at Capital City Financial Partners. Lis’s journey with our company began in 2018 when she joined us as a marketing intern. After gaining valuable experiences outside of the firm, she returned to Capital City full-time in 2023. Committed to instilling the importance of retirement planning in people’s lives, Lis is deeply invested in building lasting relationships with both prospective and current clients.

A graduate of the University of South Carolina, Lis spends her fall weekends enthusiastically cheering on Gamecock football, win or lose! Lis currently resides in Greenville, SC and seizes every opportunity to travel and explore new places. Beyond her professional role, she dedicates much of her time to coaching girls’ volleyball, nurturing the growth and development of young athletes.

ALLYSON SACRATINI

Partner, Director of Client Services

Allyson helps ensure Capital City Financial Partners is offering responsive, personalized service to clients at all times. She joined the firm in 2017 as an intern and became a Client Service Manager in 2020. Not long after, Allyson was promoted to Director of Client Services, now spearheading the department. She loves helping clients achieve their financial goals.

Allyson earned her degree in finance and insurance and risk management from the University of South Carolina. In her free time, Allyson enjoys being outdoors, hiking or spending time at the lake or the beach.

ALLISON SHAW

Partner, Director of Strategic Growth

Allison Shaw works to expand Capital City Financial Partners’ outreach so the firm can positively impact the lives of even more families in the communities they serve and inform them about how important it is to have a financial plan for retirement.

Allison double majored in Finance and Insurance & Risk Management at the University of South Carolina. She lives in Mount Pleasant, South Carolina, with her husband, Chris, their daughters, Sutton and Blakely, and their two labs. In her spare time, she likes entertaining friends and family, being actively involved in her church community, running, cooking, baking, and watching Gamecock football.

KATHERINE SMITH

Partner, Director of Operations

As director of operations, Katherine Smith makes sure clients experience best-in-class service at Capital City Financial Partners. She loves helping clients and their families in one of the most important aspects of their lives — their finances and retirement.

Originally from Pittsburgh, Pennsylvania, Katherine attended the University of South Carolina, majoring in management of human resources and marketing. She lives in Columbia, and when she’s not in the office, she enjoys traveling and spending time outdoors hiking, fishing and visiting the lake or beach.

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