Meet the professionals who can help you Pursue Your Goals

We help individuals and families pursue their ideal retirements.

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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.

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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

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Katherine
Smith  Partner, Director of
Financial Operations

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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Allison
Shaw Partner,
Director of Strategic Growth

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.

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ALLYSON CONWAY Director of
Client Services

ALLYSON CONWAYClient Services Manager

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 client services manager in 2020. 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.

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LIS
MAGGIO Director of
Business Development

Lis MaggioDirector 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.

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Financial Professionals

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Michael J. Norris II Partner, Financial Advisor
Michael@CapitalCityFP.com

Michael J. Norris II Partner, Financial Advisor

Michael Norris is our youngest advising partner. 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 and playing with his big-ole dog, Red. 

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Adam Smith, CFP® Partner, Financial Advisor
Adam@CapitalCityFP.com

Adam Smith, CFP®
Partner, 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.

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JASON W. HEMING, MBA® Partner, Financial Advisor
Jason@CapitalCityFP.com

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.

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Nate
O'SteenFinancial Advisor
Nate@CapitalCityFP.com

Nate O'SteenFinancial Advisor - Asheville

Part of the Client Advisor Team, 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.

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Michael Coleman, MBA  Financial Advisor
MColeman@CapitalCityFP.com

Michael Coleman, MBA Financial Advisor

Michael recently 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.

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Alex
SuggsFinancial Advisor
Alex@CapitalCityFP.com

Alex Suggs Financial Advisor

Alex Suggs is committed to helping clients find their path to a confident financial future.

After considering a career in teaching, Alex decided to put those skills to use in another way — helping those in or near retirement to navigate the many options available to help them achieve their goals.

He is passionate about encouraging younger people to begin saving early.

An Investment Adviser Representative, Alex has passed the Series 65 security exam. He earned a BSBA in finance from the University of South Carolina.

In his free time, Alex enjoys attending South Carolina Gamecocks sporting events, hanging out with friends and family, and going to the beach and lake.

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Eric Olney, CFP® Financial Planning Manager
Eric@CapitalCityFP.com

Eric Onley, CFP® Financial Planning Manager

Born and raised in California, Eric is enthusiastic about his relocation to the East Coast from San Diego. He’s moved with his wife and 2-year-old child to the Greenville area to be closer to his in-laws after years of visiting them in Landrum. With a decade’s worth of experience, Eric's earned his stripes in the financial services industry and proudly holds the CERTIFIED FINANCIAL PLANNER™ designation. While not at the office or playing with his son, you'll find him whipping up meals in the kitchen, discovering the charm of the Carolinas, cheering on the Greenville Drive and Swamp Rabbit at games, or perfecting his swing on the golf course.

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Greg
YoungIndependent Financial Advisor
Greg@CapitalCityFP.com

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.

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Support staff

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Ava BruffeyClient Service Manager

Ava Bruffey Client Service Manager

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 and became a Client Services Manager in 2023. 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!

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David PolsonClient Service Coordinator

David Polson Client Services Coordinator

David is committed to helping our clients achieve their financial goals, in any way possible.

He joined the team as an intern in 2021. He then moved on to become our Client Services Coordinator in 2023. 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.

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Cheyanne powellClient Service Manager

Cheyanne Powell 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. 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.

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ashlie

Ashlie Bradley Office Manager

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Maureen Horan Assistant Director of Operations

Maureen Horan Assistant Director of Operations

Maureen has spent many years working in the financial services industry. Her responsibilities include client services as well as trade execution support for the firm’s investment management programs.

In her spare time, Maureen enjoys reading, cooking, traveling, and spending time with friends and family.

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Sissy CoxDigital & Social Media Associate

Samantha JacobsClient Service Associate

Ada StiglbauerMarketing & Events Associate

Brooke CalkinsClient Service Associate

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Sophia McKowenDigital & Social Media Associate

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Ethan LexAdvisor Associate

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.

Schedule a Meeting

Or give us a call at 803.782.0671