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. In his spare time, Josh enjoys being with his family, traveling and cheering on USC sports.
Financial Professionals
Erin Freize, CFP® Financial Advisor
Erin Freize, CFPFinancial Advisor
Erin Freize has been helping families work toward financial independence for nearly two decades. Before joining Capital City Financial Partners in 2018, he was a Registered Representative for Northwestern Mutual for 17 years.
Erin has passed the Series 7 and 63 securities exams. He has a Bachelor of Business Administration in finance and management from the University of South Carolina.
Erin lives in Columbia, South Carolina, where he is a member of the Columbia Opportunity Resource and the Capital City Club. When he is not working, he enjoys spending time with friends and family, playing golf and visiting his home in upstate New York.
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.
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.
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.
Adam SmithFinancial Advisor
ADAM SMITH 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 passed the Series 7 and 66 securities exams and holds a life and health insurance license in South Carolina. He also has a Bachelor of Science in biology, with a chemistry minor, from Newberry College.
A Lexington native, Adam enjoys spending time with his two daughters and son, playing golf, enjoying the great outdoors and cheering on Clemson sports.
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 and Marketing
Allison Shaw Director of Sales and Marketing
Allison Shaw works to expand Capital City Financial Partners’ outreach so the firm can positively impact the lives of even more families in the community 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 Charlotte, North Carolina, with her husband, Chris, and their labs, Hadley and Zoey. In her spare time, she likes entertaining friends and family, spending time on church activities, cooking, watching Gamecock football, hunting and boating.
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.
Audrey Kaufman
Marketing & Events Manager
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.
Operations Team
(left to right): Haley Manzella, Katherine Carragher (Director), Savannah Kaplan, Francesca Stuart, Abigail Crocco (not pictured)
Marketing Team
(left to right): Allison Shaw (Director), Lacey Spell, Elisabeth Maggio, Ashlie Bradley (Office Manager)
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.