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 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.

Directors

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Katherine Carragher  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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Shipley Yonkers Director of Marketing

Financial Professionals

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Michael J. Norris II Partner, Financial Advisor

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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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Nate O'SteenFinancial Advisor

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Taylor Lee, CFP® Financial Advisor

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Todd Bartman, CPA, CFETax Planning Manager

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Larry Elmore, CPA Senior Tax Preparer, CCFP Tax Solutions

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Michael Coleman, MBA  Financial Advisor

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Greg Young Financial Advisor

Support staff

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Alex Suggs Client Services Manager

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Maureen Horan Senior Operations Manager

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Francesca Barrett Operations Manager

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Tabitha Gaffney Operations Manager

Ashlie Bradley Operations Coordinator

Kelly NixonMarketing Associate

Cheyanne powellOperations Associate

David PolsonPlan & Trade Associate

Holland Tolson Marketing 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.

Or give us a call at 803.782.0671