Financial Advisor Firms in South Carolina

KEN WEBB II

Financial Advisor

Ken specializes in retirement planning, financial strategies, and helping individuals, families, and business owners work toward their long-term goals. He takes a personalized, mission-driven approach to helping clients build confidence in their financial future.

Before joining Capital City Financial Partners, Ken served more than 23 years in the United States Army, retiring as a Chief Warrant Officer 4. His military background shaped his disciplined approach to planning, leadership, and serving others–values he brings to every client relationship.

Ken earned his Bachelor of Business Administration from Saint Leo University and holds the designations of Chartered Retirement Planning Counselor℠ (CRPC®), Certified Plan Fiduciary Advisor (CPFA), and Certified Exit Planning Advisor (CEPA).

Originally from Hamilton, Ohio, Ken enjoys spending time with his wife of 31 years, Christie, and their two children, Hunter and Hailey. Outside of work, he enjoys golf, fishing, hunting, and camping.

Julia Lavigne, Esq.

Legacy Consultant –Not providing legal advice or legal representation in this role.

As a Legacy Consultant at Capital City Financial Partners, Julia helps clients bridge the gap between the wealth they have built and the legacy they want to leave behind. She incorporates estate planning into a comprehensive financial strategy, helping families create thoughtful plans designed to help protect their values, assets, and future generations.

Julia enjoys helping clients navigate complex decisions by turning their goals, family dynamics, and values into a clear, actionable strategy. She brings a proactive approach, strong communication skills, and a cross-disciplinary perspective to every client relationship.

Julia earned her undergraduate degree in Political Science, History, and Spanish from the University of South Carolina (Go Gamecocks!) and her Juris Doctor from the University of St. Thomas School of Law. She is a member of the Minnesota Bar.

Originally from Minnesota, Julia now calls South Carolina home. Outside of work, she enjoys spending time with her husband, her three dogs, rabbit, and horse, and spending time at the barn.

Bradley Hudson

Tax Associate

Bradley Hudson serves as a Tax Associate at Capital City Financial Partners, where he supports the firm’s tax planning and preparation services. In his role, Bradley assists with tax preparation, reviews client documentation, and works alongside advisors to help clients navigate tax planning strategies and compliance requirements.

A United States Air Force veteran and accounting student at the University of South Carolina, Bradley brings a strong work ethic, discipline, and a passion for helping others. He enjoys meeting with clients and values the opportunity to build relationships while helping individuals work toward greater financial confidence.

Outside of the office, Bradley enjoys spending time with his family, staying active, and cheering on the South Carolina Gamecocks.

Tim Feerick

Financial Planning Associate

Tim Feerick joined Capital City Financial Partners in May 2026 as a Financial Planning Associate. In his role, he updates client financial information, prepares materials for advisor meetings, and provides clients with updated balances and reports to support a smooth planning experience.

Originally from the suburbs outside of Chicago, Tim is currently a senior at the University of South Carolina studying Finance. He enjoys the collaborative team environment at Capital City and values the opportunity to assist clients each day while continuing to grow his knowledge of financial planning and investment strategies.

Outside of work, Tim is involved in Relay for Life, Club Golf, and finance organizations on campus. Known for being passionate, social, and detail-oriented, he enjoys spending his free time on the golf course, whether caddying or playing.

Olivia Saber

Business Development Manager

Olivia Saber is the Business Development Manager at CCFP’s Mount Pleasant office, where she focuses on planning and hosting events that connect potential clients with the firm’s financial advisors. She joined CCFP in April 2026 and brings a passion for building relationships within the local community and helping individuals take meaningful steps toward their financial goals.

In her role, Olivia enjoys meeting new people, learning about their financial aspirations, and connecting them to CCFP’s financial advisors. She is known for her creativity, strong organizational skills, and clear written and verbal communication.

Olivia earned her undergraduate degree from the College of Charleston, where she double majored in Business and Hospitality & Tourism Management. Having called Charleston home for the past 11 years, she values her deep connection to the community, where her family also resides.

Outside of work, Olivia enjoys spending time with family and friends, practicing yoga, and taking her golden retriever, Penny, on beach walks.

Daniel Henao

Client Service Associate

Daniel Henao joined Capital City Financial Partners in February and serves as a Client Service Associate. In his role, he helps process paperwork, maintain organized client records, and support client communications to keep the office running efficiently. He enjoys working alongside the team and contributing to a smooth, well-organized workflow that helps advisors better serve clients.

Daniel is eager to gain hands-on experience in the financial industry and continue learning from those around him. Known for his dedication, consistency, and coachability, he is focused on growing his skills and building a strong foundation for his future career.

Born and raised in Greenville, South Carolina, Daniel is a sophomore majoring in Finance at the University of South Carolina. He is a member of the Theta Chi fraternity and plays club soccer for the Gamecocks. Outside of work and school, he enjoys playing guitar, lifting weights, and spending time with friends and family. He plans to pursue a career as a financial advisor after graduation.

Lisa N. Smith, CPA

Director of Individual Tax – Affiliated with CCFP Tax

Lisa Smith joined Capital City Financial Partners in June 2022 as a Tax Manager, providing tax preparation services for individuals and a wide range of business entities. She now serves as Director of Individual Tax, where she leads and oversees the firm’s individual tax preparation and planning services. Lisa is committed to delivering a premium level of service and building long-term, trusted relationships with her clients.

A lifelong resident of Columbia, South Carolina, Lisa graduated from the University of South Carolina in 1984 with a degree in Finance and a concentration in accounting. She began her career in public accounting in 1987 and has provided comprehensive tax services across many areas of taxation. Her extensive knowledge of tax laws and regulations, combined with four decades of practical experience as a CPA and public accountant, positions her as a valuable resource to the individuals and families she serves.

Outside of the office, Lisa and her husband, Steve, enjoy staying active outdoors, walking or biking trails in parks around the area. She also values spending time with her children and grandchildren, who she says are growing up far too quickly.

Austin Roberts

Client Service Coordinator

Austin Roberts joined Capital City Financial Partners in February 2026 as a Client Service Coordinator. In his role, Austin assists clients with inquiries, prepares pre-meeting paperwork for advisors, and helps implement financial plans to ensure a smooth and efficient client experience. He enjoys playing a hands-on role in helping clients move closer to their financial goals and takes pride in supporting the successful execution of each advisor’s plan.

Known for being organized and efficient with his time, Austin helps keep processes running smoothly so both clients and advisors feel supported every step of the way.

Austin grew up in Lexington, South Carolina, and earned his Bachelor of Science in Psychology from Clemson University. Outside of work, he enjoys watching sports, reading psychological research studies, and spending time with family and friends.

Morgan Goessel

Client Service Associate

Morgan Goessel joined Capital City Financial Partners in January as a Client Service Associate. In her role, she works closely with advisors and the service team to prepare for client meetings and manage ongoing client communications, helping ensure a seamless and positive experience.

She especially enjoys collaborating with both the service team and clients, finding it rewarding to support individuals as they work toward their retirement goals. Through her time at CCFP, Morgan is eager to expand her knowledge of the financial industry and apply what she is learning in the classroom to real-world situations.

Originally from Greenville, South Carolina, Morgan grew up in a Clemson family but made the decision to attend the University of South Carolina, a choice she considers one of her best. She is currently a sophomore majoring in Accounting and Finance and is actively involved on campus through Epsilon Sigma Alpha, Beta Alpha Psi, and Women in Business.

Morgan is known for being detail-oriented and highly organized, strengths that support her work with both clients and the internal team. While she is still exploring her long-term career path, she is considering pursuing her CPA. Outside of work and school, Morgan enjoys spending time with family and friends, reading, and hiking.

Tom Andrews, CFP®

Financial Advisor

Tom Andrews joined Capital City Financial Partners in November 2025 after more than 25 years in the financial services industry. He began his career with Fidelity Investments in August 2000, where he spent over two decades serving clients before relocating from New Hampshire to South Carolina to join the CCFP team. As a Certified Financial Planner™, Tom helps clients develop, simplify, and implement strategies designed to build, preserve, and distribute their wealth efficiently and thoughtfully through planning conversations centered on each client’s goals and objectives.

Tom finds the greatest fulfillment in seeing clients live the retirement they envisioned and worked toward, often marked by receiving a note or photo from clients enjoying the next chapter of their lives. Throughout his career, he has worked with a wide range of clients and financial plans, from the most complex to the most straightforward, and has navigated both strong and challenging market environments. One of Tom’s greatest strengths is his ability to explain complex financial topics clearly and without unnecessary jargon.

Originally from Massachusetts, Tom spent nearly 20 years living in New Hampshire before moving to South Carolina. He is a graduate of the University of Massachusetts and remains a loyal supporter of UMass athletics. Outside of work, Tom enjoys spending time with his wife, Jennifer, and their three dogs. Together, they love hiking and are excited to explore all that their new surroundings in South Carolina have to offer.

John Moreno, M.S.

Senior Financial Advisor

John Moreno joined Capital City Financial Partners in 2025 as the Senior Financial Advisor in the firm’s Mount Pleasant office. In his role, John enjoys helping clients navigate the complexities of their financial lives so they can focus on what matters most to them. He brings a thoughtful, service-driven approach to financial planning and is passionate about guiding individuals and families toward clarity and confidence in their financial decisions.

Prior to joining CCFP, John spent 23 years serving in the United States Marine Corps within the special operations and intelligence communities, followed by his role as an Assistant Professor and Marine Officer Instructor at The Citadel. He is a financial professional currently a CFP candidate, actively pursuing the Certified Financial Planner designation CFP®. Additionally, he is currently earning a graduate certificate in Personal Finance from Biola University and holds a Master of Science in Project Management from The Citadel, as well as a Bachelor of Arts in International Relations from the University of San Diego. John also holds a Series 65 securities license and life and health insurance licenses.

Outside of work, John enjoys backpacking, kayak fishing, and spending time with his family. He is actively involved in his church and is passionate about supporting men’s ministry.

Maggie Stephens

Content Marketing Associate

Maggie Stephens joined Capital City Financial Partners in November 2025, where she creates engaging content across multiple platforms, including social media, newsletters, and video editing. In her role, Maggie combines creativity with strategy, enjoying the opportunity to both think creatively and deepen her understanding of the financial services industry. She is especially interested in expanding her digital marketing skill set and gaining hands-on experience in content and marketing strategy.

Maggie is a senior at the University of South Carolina majoring in Public Relations. As a military kid, she grew up living in places like South Korea and Louisiana before settling in Pennsylvania, though South Carolina has always felt like a second home thanks to family ties. She aspires to build a career in digital marketing with a focus on social media. Outside of work, Maggie loves traveling, spending time with her two cats, Checkers and Chess, and has recently taken up needlepointing as a creative hobby.

Claudia Hohn

Tax Associate

Claudia Hohn joined Capital City Financial Partners in the fall of 2025 as an intern, where she supports the team across client services, office operations, and tax return preparation. In her role, she contributes to the day-to-day client experience while gaining hands-on exposure to the inner workings of a financial planning firm.

She especially enjoys the opportunity to connect with a wide range of clients and values the insight she gains into how tax strategies play an integral role in comprehensive financial planning. Through her internship, Claudia aims to deepen her understanding of real-world tax applications and expand upon the knowledge she has developed in the classroom.

Originally from York, Maine, Claudia grew up in a small coastal town with a love for the beach. She moved to Columbia two years ago and is currently a junior at the University of South Carolina, where she is studying accounting. Outside of her academic and professional pursuits, Claudia enjoys spending time outdoors, cheering on the Gamecocks on Saturdays, playing golf, and taking beach trips to Charleston.

Matt Clare

Advisor Operations Associate

Matt Clare joined Capital City Financial Partners in October 2025, where he supports operations, data analysis, and process improvement initiatives across the firm. In his role, Matt enjoys the autonomy to enhance systems and workflows and values the firm’s focus on building a clean, efficient back office that allows advisors to concentrate on delivering an exceptional client experience. He is especially interested in gaining hands-on experience with software implementation and advanced Excel modeling.

Matt is an International MBA candidate at the University of South Carolina’s Darla Moore School of Business, concentrating in Finance and Business Analytics. He brings prior professional experience from Goldman Sachs and private credit, along with strong critical thinking and communication skills.
Outside of work and academics, Matt enjoys staying active, cooking, and spending time on the golf course.

David Henao

Senior Business Insights Associate

David Henao joined Capital City Financial Partners in October 2025 after discovering the firm while searching for an internship earlier that fall. Drawn to CCFP’s professionalism and collaborative team structure, David quickly found a strong fit and has enjoyed working alongside the CCFP team ever since. As a Senior Business Insights Associate, he supports workflow across the client lifecycle by ensuring files are properly organized, assisting advisors with tracking client communications, and helping improve internal processes.

David especially enjoys collaborating closely with advisors and is gaining valuable experience in workflow optimization, client communication, and team-based problem solving. He brings a structured, analytical mindset to his work, known for breaking goals down into clear, actionable steps from start to finish.

Born and raised in Greenville, South Carolina, David is currently studying Finance with a specialization in Business Analytics at the University of South Carolina. He is a member of the Delta Tau Delta fraternity and plays in a cover band. Outside of work and school, David enjoys spending time in the gym, playing basketball, and being outdoors when the weather allows. He aspires to one day become a financial advisor and work directly with clients — and proudly cheers on the Gamecocks.

Claire Schroepfer, CPA

Senior Tax Manager

Claire Schroepfer joined Capital City Financial Partners in October 2025 as a Senior Tax Manager. In her role, Claire ensures the firm meets its commitments to both business and individual tax clients by preparing tax returns, managing client communications, and maintaining compliance with all applicable federal, state, and local tax regulations. She also applies her deep knowledge of tax law to support proactive tax planning and advisory services. Claire values the opportunity to help clients reach their financial goals and enjoys providing value beyond tax preparation alone.

Originally from central Minnesota, Claire moved to Denver, Colorado in 2017 before relocating to South Carolina in early 2025. She earned her accounting degree with a concentration in finance from Saint Cloud State University and has spent her career working in public accounting. Known for being dependable, detail-oriented, and proactive, Claire is a collaborative team player who brings consistency and care to her work.

Outside of the office, Claire enjoys staying active and exploring new places. Growing up in a colder climate sparked her love for winter sports like snowboarding, ice skating, ice hockey, and snow tubing with her siblings. She also enjoys hiking, playing volleyball, kayaking, and discovering new adventures.

Ally Blount

Client Relationship Coordinator

Ally Blount joined Capital City Financial Partners in October 2025. In her role, she supports client relations and provides ongoing assistance throughout the Asheville office, ensuring clients and team members receive a warm, seamless experience.

Ally is looking forward to getting to know both the staff and the clients, and she anticipates that building those relationships will become one of her favorite parts of the job. She is eager to broaden her skill set, learn from her team, and grow within the financial services field.

Originally from West Jefferson, North Carolina, near Boone, Ally is a proud lifelong Tar Heel fan. She graduated from UNC–Asheville in 2015 with a Bachelor’s degree in Psychology.

Ally brings strong problem-solving abilities, a quick learning style, and a natural ease with technology to her position.

Outside of work, she enjoys crochet, punch needle, and jewelry making. Ally is very close with her mom and brother, and she loves spending time with her husband and their two cats.

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.

Legacy & Wealth Consultant – 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, CPA

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 HEKKER

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

Lisa Duda joined Capital City Financial Partners in 2025 as the Tax Service Manager before transitioning into her current role as Business Development Manager. In this position, she leads the coordination of CCFP events throughout the Columbia area, creating meaningful opportunities for individuals to take action on important life planning decisions while fostering awareness, trust, and strong community relationships.

Lisa is passionate about building connections and creating pathways for deeper engagement. Through her work, she helps connect individuals with advisors, workshops, and resources that support both personal financial growth and broader community impact. Her relationship-focused approach, attention to detail, and commitment to continuous learning allow her to bring lasting value to both clients and the firm.

Prior to joining CCFP, Lisa spent 31 years in education, serving in a variety of roles including teacher, instructional coach, administrator, and district-level coordinator. She earned her Bachelor of Arts in Early Childhood Education and Elementary Education from the University of South Carolina, and holds a Master of Science from Walden University in Curriculum, Instruction and Assessment K-12 as well as Educational Leadership Administration.

Outside of work, Lisa enjoys traveling, reading, spending time with her family, and attending Clemson football games.

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

Originally from Blythewood, Charlotte recently completed her sophomore year at Clemson University, where she is majoring in Financial Management. She is also involved in Women in Business on campus, giving her opportunities to connect with other students pursuing careers in the financial industry and learn from industry professionals.

Charlotte supports the team with opening brokerage accounts, processing transfers, completing non-financial account updates, and communicating with clients to help answer questions and provide a smooth client experience. In her role, she has especially enjoyed getting to know the team and learning from such a welcoming and supportive environment.

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. He then moved back to Columbia for several years, before settling in Mount Pleasant, SC. 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

Lisa Smith joined Capital City Financial Partners in June 2022 as a Tax Manager, providing tax preparation services for individuals and a wide range of business entities. She now serves as Director of Individual Tax, where she leads and oversees the firm’s individual tax preparation and planning services. Lisa is committed to delivering a premium level of service and building long-term, trusted relationships with her clients.

A lifelong resident of Columbia, South Carolina, Lisa graduated from the University of South Carolina in 1984 with a degree in Finance and a concentration in accounting. She began her career in public accounting in 1987 and has provided comprehensive tax services across many areas of taxation. Her extensive knowledge of tax laws and regulations, combined with four decades of practical experience as a CPA and public accountant, positions her as a valuable resource to the individuals and families she serves.

Outside of the office, Lisa and her husband, Steve, enjoy staying active outdoors, walking or biking trails in parks around the area. She also values spending time with her children and grandchildren, who she says are growing up far too quickly.

KATHERINE SMITH

Partner, Director of Revenue

As Director of Revenue, 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

Associate Financial Advisor

Gracie joined our Client Service Department in May 2024 and has quickly become a positive light within CCFP. A lifelong Gamecock fan from Greenville, she is a proud University of South Carolina graduate where she double majored in Finance and Business Management with a concentration in Human Resources.

Her education has fueled a strong interest in the financial services industry, and she brings excellent organizational and communication skills to her role.

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

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 Manager

Meghan’s strong personable and communicative skills have helped her thrive here at Capital City since January 2024. As a Senior Client Service Manager, 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 the University of South Carolina all the way from New Jersey and quickly found her home in South Carolina. She has since graduated with a degree in Finance and Economics.

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

Assistant Director of Marketing

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 Assistant Director of Marketing.

She 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 marketing strategy.

At Capital City Financial Partners, Sissy oversees all things 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

Associate Financial Advisor

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 an Associate Financial Advisor. 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.

A South Carolina native, David spends his free time watching sports and spending time with friends and family.

CHEYANNE POWELL

Associate Financial Advisor

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, Associate Financial Advisor. 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 Experience

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 Experience.

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, Senior 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, Senior 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, Senior 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

Independent Financial Advisor

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 HORNING

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.

PAULA GABLE

CCFP Tax Client Services Manager

Paula Gable joined Capital City Financial Partners in July 2022, bringing a wealth of experience in accounting and client services. Paula plays a pivotal role in bookkeeping and managing client services.

Paula provides valuable support to both clients and the CCFP team. She is passionate about building strong relationships and delivering seamless financial solutions.

Raised in a small town in Newberry County, Paula proudly supports the Clemson Tigers as a lifelong fan. Outside of work, she enjoys traveling, camping, and spending quality time with her family.

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Director of Individual Tax – Affiliated with CCFP Tax