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.

headshot-josh

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

katherine

Katherine Carragher  Director of Operations

IMG_20200907_113637

Allison Shaw  Director of Strategic Growth

Audrey Kaufman

Audrey McDaniel
Director of Marketing

Financial Professionals

michael-norris

Michael J. Norris II Financial Advisor

adam

Adam Smith, CFP® Financial Advisor

jason-heming

JASON W. HEMING, MBA® Financial Advisor

nate

Nate O'SteenFinancial Advisor - Asheville

Todd

Todd Bartman, CPA, CFETax Planning Manager

Greg Young

Greg Young Financial Advisor

Support staff

allyson

ALLYSON CONWAYClient Services Manager

Alex Suggs

Alex Suggs Client Services Manager

rico

Rico ScottPlan & Trade Coordinator

Maureen Horan

Maureen Horan Operations Manager

shipley

Shipley YonkersMarketing and Events Coordinator

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.

Or give us a call at 803.782.0671