Meet the professionals who can help you Pursue Your Goals

We help individuals and families pursue their ideal retirements.

Head shots/Marketing Images

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  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.

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Allison Shaw  Director of Strategic Growth

Allison Shaw Administrative Director

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 majored in finance and insurance and risk management at the University of South Carolina. She lives in Mount Pleasant, South Carolina, with her husband, Chris, their daughter, Sutton, and their labs, Hadley and Zoey. In her spare time, she likes entertaining friends and family, spending time on church activities, running, cooking, baking, and watching Gamecock football.

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Audrey Kaufman

Audrey McDaniel
Director of Marketing

Audrey Kaufman
Director of Marketing

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.

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Financial Professionals

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Michael J. Norris II Financial Advisor

Michael J. Norris II Financial Advisor

Michael J. Norris II has always enjoyed learning about financial markets and instruments. As a child, he learned the value of budgeting and frugality through the example of his parents, who met in the military, married and raised six children on limited resources.

An Investment Adviser Representative, Michael has passed the Series 65 securities exam. In 2017, Columbia Business Monthly named him to its “Best & Brightest 35 and Under” list.

Michael has lived in Columbia, South Carolina, for more than 20 years. In his spare time, he enjoys playing several instruments and playing with his dog, Red.

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Adam Smith, CFP® Financial Advisor

Adam Smith, CFP®
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-heming

JASON W. HEMING, MBA® Financial Advisor

JASON W. HEMING, MBA® 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

Nate O'SteenFinancial Advisor - Asheville

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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Todd

Todd Bartman, CPA, CFETax Planning Manager

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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Greg Young

Greg Young Financial Advisor

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

allyson

ALLYSON CONWAYClient Services Manager

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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Alex Suggs

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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rico

Rico ScottPlan & Trade Coordinator

Rico ScottPlan & Trade Coordinator

New to the Capital City Financial Partners team, Rico is a financial professional who can offer investment and insurance products and services. A 2007 graduate of Furman University with a bachelor’s degree in business administration, Rico learned during his college studies that the simplicity and security of traditional pensions and one-employer careers were rapidly changing. That realization led him to his current career, where he helps clients achieve financial success and sustainable happiness through sound planning, individual choices and personal advice relationships.

Rico returned to the Columbia area in 2013 and currently lives in Blythewood with his wife, Genise, and their young daughter, Kenadi. When he’s not in the office, Rico enjoys reading and grilling, with other interests including fitness and involvement with Omega Psi Phi Fraternity, Inc.

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Maureen Horan

Maureen Horan 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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shipley

Shipley YonkersMarketing and Events Coordinator

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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Ashlie Bradley Office Manager

elise stricklandMarketing Associate

David Polson Plan & Trade Associate

Cheyanne powellOperations Associate

Hannah Johnson Operations Associate

Samantha Hirsch Asheville Office 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