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Meet the professionals who can help you

Pursue Your Goals


We help individuals and families pursue their ideal retirements.

MEET THE TEAM

The team behind Capital City Financial Partners is made up of qualified financial advisors in Greenville, SC and Columbia, SC who are passionate about helping individuals and families achieve their ideal retirements.

joshua bradley

JOSHUA BRADLEY

Managing Partner and Financial Advisor

Joshua Bradley is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement income.

Josh’s interest in finance and problem solving, along with his desire to make a positive impact on others’ lives, drew him to the financial services industry in 2006. After serving as an independent financial advisor with Voya Financial, he decided to form Capital City Financial Partners in 2015.

As an Investment Adviser Representative, Josh has a  fiduciary duty to offer only strategies that are in his clients’ best interest. He enjoys helping clients identify their goals and then creating a plan to help them accomplish those goals, and he is committed to earning their trust by providing the highest level of service.

Josh is an Investment Adviser Representative who has passed the Series 66 security exam and holds insurance licenses in South Carolina, North Carolina, Georgia, Florida, Ohio, Tennessee and Massachusetts.

A lifelong resident of the Columbia area, Josh attended the University of South Carolina before joining the South Carolina Air National Guard. He and his wife, who also served in the Air Guard, have three daughters and a son. In his spare time, Josh enjoys being with his family, traveling and cheering on USC sports.

DIRECTORS

KATHERINE SMITH

Partner, Director of Operations

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ALLISON SHAW

Partner, Director of Strategic Growth

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ALLYSON CONWAY

Director of Client Services

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LIS MAGGIO

Director of Business Development

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FINANCIAL PROFESSIONALS

MICHAEL J.
NORRIS II

Partner, Financial Advisor

[email protected]

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ADAM SMITH,
CFP®

Partner, Financial Advisor

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JASON W.
HEMING, MBA®

Partner, Financial Advisor

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MICHAEL
COLEMAN, MBA®

Financial Advisor

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ALEX
SUGGS

Financial Advisor

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NATE
O’STEEN

Financial Advisor

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ERIC OLNEY,
CFP®

Financial Planning Manager

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CAMP BRITT,
CFP®

Financial Advisor

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EVERETT
FRANKS

Financial Advisor

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GREG
YOUNG

Independent Financial Advisor

[email protected]

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SUPPORT STAFF

MAUREEN
HORAN

Assistant Director of Operations

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AVA
BRUFFEY

Client Service Manager

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CHEYANNE
POWELL

Client Service Manager

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DAVID
POLSON

Client Service Manager

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MAX
HOLLAND

Client Service Manager

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JESSICA
VOLKLE

Client Care Coordinator

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ASHLIE
BRADLEY

Office Manager

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JADYN MCDONOUGH,
MS®, MBA®

Digital Marketing Manager

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DEBRA
SIGMON

Client Care Associate

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OWEN
GRIDER

Advisor Service Associate

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ELI
DEVYAK

Advisor Service Associate

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MERRITT
WOODHAM

Digital Marketing Associate

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KRISTINA
ESPINET

Marketing & Events Associate

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ETHAN
LEX

Advisor Associate

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MEGHAN
KARR

Client Service Associate

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GRACIE
BERTSCHE

Client Service Associate

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KATIE
STEVENS

Client Service Associate

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SAMANTHA
JACOBS

Senior Operations Associate

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ready to take

THE NEXT STEP?

For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.

Or give us a call at 803.782.0671