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  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  Administrative Director 

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 Charlotte, North 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 Kaufman
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 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.

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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 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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Eric Group

Eric Group Financial Advisor

Eric Group Financial Advisor 

Eric started his financial services career in 2005, initially working in a local credit union. Although he had “very little knowledge” of banking and investing when he first started, he learned the industry’s ins and outs through firsthand experience and eventually became a financial advisor.

As a financial advisor, Eric appreciates the opportunity to positively impact people’s lives by helping them make sound financial decisions. He finds it incredibly rewarding to help people plan for the future, create cohesive investment strategies and accomplish everything they want in life.

Eric received his bachelor’s degree from the University of South Carolina. He has passed the Series 7 and 66 exams.

A South Carolina native, Eric has lived in the Columbia area for over 20 years. Outside of work, he enjoys spending time with his daughter and extended family at the beach. He is also an avid golfer and has a rather unusual hobby: the East Asian art form of Bonsai.

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Warren Wall, MBA®

Asheville Office Consultant

Warren Wall Asheville Office Consultant

Warren has helped people grow and preserve their wealth for over 35 years. A core part of his investment philosophy is helping clients uncover ways to potentially grow their assets while taking on less risk. He believes it is not only what you make, but what you keep, that creates long-term wealth.

Warren also has earned a Master of Business Administration (MBA) and a Bachelor of Arts in Economics.

Warren and his wife, Lauren, have lived in Western North Carolina for over 30 years. They enjoy long hikes and exploring the great outdoors with their golden retriever, Juniper. They also love spending time with their three adult children and their six grandchildren.

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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.

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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

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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 Financial Advisor | Plan & Trade Coordinator

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

Maureen Horan Annuity & Insurance Coordinator

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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Madison Johnson

Madison Johnson Brokerage Services Coordinator

Madison Johnson Brokerage Services Coordinator

Madison provides client service support as well as trade execution support for the firm’s investment management program. Madison graduated from Toccoa Falls
College with a Bachelor of Science in business administration.

Madison enjoys spending time with friends and family, knitting, going to the movies, and fishing.

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Ashlie Bradley Office Manager

Taylor Barnes Relations Associate

Ava Bruffey Operations Associate

Lacey Spell Relations Associate

Jadyn Mcdonough

Operations Associate

Maggie Sattler Advisory Support Associate

Elisabeth Maggio Relations Associate

Gina Hollenbach Operations 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