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

Katherine Carragher Partner, 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.

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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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Shipley Yonkers Director of Marketing

Shipley YonkersMarketing and Events Coordinator

Shipley coordinates events for our clients to enjoy. She has always loved meeting new people and helping others which makes being an event planner the perfect spot for her on our team.

Shipley has earned a bachelor’s degree in mass communication from the University of South Carolina.

She resides in her hometown of Lexington, South Carolina. Away from the office, Shipley enjoys spending time on Lake Murray or at the beach with family and friends.

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Financial Professionals

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Michael J. Norris II Partner, Financial Advisor

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 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 7 and 66 securities exams 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 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 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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Taylor Lee, CFP® Financial Advisor

Taylor Lee, CFP® Financial Advisor

Taylor has had a lifelong fascination with finance since reading about compounding interest at the age of 10. A CERTIFIED FINANCIAL PLANNER™, he has a true passion for wealth planning and takes pride in helping clients work towards their financial goals. Taylor is a graduate of Clemson University. He enjoys golf, traveling (he once spent 18 months living abroad), hunting, snowboarding, reading, working out, eating, and spending time with family.

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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

Todd Bartman, CPA, CFE Tax Planning Manager 

Todd recently joined our firm to help clients navigate taxes and pursue their long-term financial goals. His areas of focus include tax research and resolving complex income tax issues with the IRS and state taxing authorities.

Todd likes to say, “A person doesn't know how much he has to be thankful for until he has to pay taxes on it.”

In 2008, Todd got his start in the financial services industry, serving as both a certified public accountant and a financial advisor. Before that, Todd owned and ran a small business in South Carolina for 15 years.

A South Carolina certified fraud examiner, Todd is a member of the South Carolina Association of CPAs, the American Institute of CPAs and the Association of Certified Fraud Examiners. He earned a Master of Accountancy – Tax and a Bachelor of Science in business economics from the University of South Carolina’s Moore School of Business.

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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 7 and 65 securities exams.

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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Greg Young 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 7, 24, 63 and 66 securities exams 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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Alex Suggs Client Services Manager

Alex Suggs Financial Advisor | Plan & Trade Coordinator

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 7, 63 and 65 securities exams. 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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Maureen Horan Senior Operations Manager

Maureen Horan Annuity & Insurance Coordinator

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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Francesca Barrett Operations Manager

Francesca StuartOperations Manager

Francesca is a firm believer in the importance of financial stability. She joined the financial services industry to help people reach their financial goals.

Francesca attended the University of South Carolina, where she studied business, majoring in marketing and management.

In her free time, she enjoys hanging out with her cats and fiancé, Tyler, working out and cooking.

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Tabitha Gaffney Operations Manager

Tabitha Gaffney Operations Coordinator

A hard worker who is always looking to grow, Tabitha joined the financial services industry to help clients gain the information they need to pursue their financial goals.

Tabitha attended the University of South Carolina Salkehatchie on a softball scholarship, graduating with an associate degree in business. She earned her bachelor’s degree from South Carolina State University.

Outside of the office, Tabitha loves spending time with her daughter going to parks and zoos and traveling. She also enjoys checking out new jazz clubs.

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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.

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Or give us a call at 803.782.0671