Meet The Capital City Financial Partners Team

Our team picture – Starting at the far left

Allyson Conway (Operations Associate), Quintin Brinkley (Advisor Trainee), Katherine Carragher (Director of Operations), Michael Norris (Advisor Trainee), Savannah Kaplan (Operations Associate), Greg Young (Wealth Advisor), Mary Jane McWilliams (Director of Marketing), Joshua Bradley (Founder & Managing Partner), Kellen Stierli (Marketing Associate), Davis Wooten (Advisor Trainee)

The Wealth Advisors of Capital City Financial Partners are supported by a team of professionals who provide an unparalleled client experience. Our professional support team assists with client services, account maintenance and coordinating ongoing consultations. Each member of our support team works together to exceed your expectations.  Our Wealth Advisors, Josh Bradley, Jason Heming and Greg Young bring more than three decades of combined experience to Capital City Financial Partners.

Joshua Bradley

Managing Partner

Josh began his financial career more than a decade ago. He was with Voya Financial for 7 years as an independent financial advisor and thought the large brokerage firm would be a better fit for his clients. Always having the best interest of his clients at heart, Josh decided to form Capital City Financial Partners under a Registered Investment Advisory (RIA) structure in 2016. As an RIA, the firm has a fiduciary duty in how we manage each client’s wealth. We have partnered with Great Lakes & Atlantic to further fulfill our fiduciary mandate utilizes the resources of the robust support engine that we can take advantage of. Key fiduciary duties include serving the client’s best interest, acting in utmost good faith, acting prudently – with the care, skill and judgement of a professional, avoiding conflicts of interest, disclosing all material facts and controlling investment expenses. The foundation of our client relationships is trust. We are committed to ensuring that your needs will be understood and respected while providing the highest level of service.

Born and raised in the Columbia area, Josh attended the University of South Carolina before joining the South Carolina Air National Guard. He enjoys spending time with his family and being involved in the local community.

Check the background of this Investment Professional on Investment Advisor Public Disclosure.

Greg Young

Wealth Advisor

Greg comes to Capital City Financial Partners with more than 28 years of experience in the financial services industry. He began his career at Fidelity Investments and also has worked for Chase and Scottrade. The purchase of his first stock at age 18 started his love for investing and since he joined the industry 28 years ago, helping others has always been his goal. Greg has a passion for retirement planning and fixed income investing with an extensive knowledge of mutual funds.

Greg received his undergraduate degree from Wright State University with a bachelor’s of science in Business. When he isn’t working, he loves spending time with his wife and two boys whom he has coached in a variety of sports. He also enjoys fishing, golfing and time at the beach.

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Certain representatives of Capital City Financial Partners are also Registered Representatives offering securities through Comprehensive Asset Management and Servicing, Inc.  Check the background of this firm on FINRA’s Brokercheck.  Member FINRA/SIPC, 2001 Route 46, Suite 506, Parsippany, NJ 07054.  800-637-3211.  Advisory services offered through Great Lakes & Atlantic Wealth Management and Advisory Partners, LLC.