Meet The Team
The team behind Capital City Financial Partners is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
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 7, 63 and 66 securities exams 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.
Financial Professionals
Michael J. Norris II Financial Advisor
Adam SmithFinancial Advisor
Alex Suggs Financial Advisor
JASON W. HEMING, MBA® Financial Advisor
Warren Wall, MBA, CFP® Adult Education Instructor - Asheville
Nate O'SteenFinancial Advisor - Asheville
Erin Freize, CFP® Financial Advisor
Greg Young Financial Advisor
Katherine Carragher Director of Operations
Katherine Carragher Director of Operations
As director of operations, Katherine Carragher 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.
Allison Shaw Director of Sales
Audrey Kaufman
Director of Marketing
Audrey Kaufman
Marketing & Events Manager
Audrey earned a bachelor’s degree from Indiana State University, where she majored in communication and minored in marketing.
Audrey loves to help people. She feels it is important to make a positive impact in the lives of others, especially when helping them prepare for retirement.
Originally from Teutopolis, Illinois, Audrey now resides in Elgin, South Carolina. She enjoys being outdoors, making trips to the ocean and spending time with family.
Aliah Kennon Operations & Customer Service Manager
Aliah Kennon Operations & Customer Service Manager
Aliah brings a strong background in supply chain management to Capital City Financial Partners. She has experience in consulting, program operations, process improvement, logistics and purchasing.
Aliah holds a Bachelor of Business Administration in supply chain management and a certification in design thinking, and is a member of both the Project Management Institute and the Institute for Supply Management. She started her business and operations consulting career in 2013. At her previous position at IBM, she earned a Manager’s Choice Award in 2016, as well as President’s Volunteer Service awards in 2014 and 2015.
Outside of work, Aliah enjoys spending time with her large family, which includes her twin sister/best friend, as well as cooking, playing tennis, event planning, crocheting, reading and savoring a good glass of wine.
Maureen HoranOperations & Customer Service Manager - Asheville
Madison Johnson Customer Service Associate - Asheville
ALLYSON CONWAYClient Services Manager
Operations Team
(left to right): Aliah Kennon (Manager) , Abigail Crocco, Ava Bruffey, Kensli Powell, Katherine Carragher (Director)
Not pictured: Alex Byrne
Marketing Team
(left to right): Allison Shaw (Director), Audrey Kaufman (Manager), Haley Manzella, Taylor Barnes, Lacey Spell
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.
