Our Staff

Bill McAfee is President and Chief Investment Officer for WHM Capital Advisors. He is a Certified Financial Planner™, and an Accredited Valuation Analyst with expertise in business valuation, succession planning strategies, portfolio management, and quantitative analysis. Bill has been published in professional journals on topics including business investment strategies and business valuation issues, and has been a featured guest on radio and television programs.

Bill began his financial career in commercial banking and held the position of Vice President at Bank of America Private Bank, managing accounts for high-net-worth individuals, trusts and foundations. In 1999, he was named Senior Vice President at First National Corporation, where he chaired the Trust and Investment Committee and designed portfolio strategies for the Asset Management Group. His portfolio strategies have consistently outperformed risk/return measures in both up and down markets.

Bill works with business owners to determine their overall financial strategy, how business ownership correlates with their financial plan, and how to preserve their wealth through coordinated investment and business planning strategies. Bill is also the developer of A.Q.U.A.®, an analysis tool for determining risk in the closely held business and its effect on the portfolio decisions of the owner.

Bill is a graduate of The Citadel, in Charleston, South Carolina where he was a Battalion Executive Officer and Distinguished Naval Student and is an honor graduate of United States Marine Corps Officer Candidate School. He also served for 5 years on the adjunct faculty at the Darla Moore School of Business at the University of South Carolina. Bill and his wife, Teresa, live in Columbia, South Carolina with their three children.

John Barnes is the Financial Analysis Director for WHM Capital Advisors. John is a Certified Financial Planner™ and oversees implementation of clients’ financial strategies. He also has duties in portfolio management, operations and regulatory compliance.

John works with individual clients and business owners to help them implement their overall financial strategies, benchmark business value and its drivers over time, and optimize their investment portfolios to meet the clients’ objectives.

John began his career at Wachovia Bank, N.A. where he held the title of Vice President . During his time there he held several management positions and prior to leaving was part of a process team overseeing Securities Operations with Wachovia Securities, LLC.

John is a graduate of the University of North Carolina at Chapel Hill. He is active in his community and serves on the local board of Young Life. John and his wife, Jennifer live in Columbia, South Carolina with their three children.

Matthew Morley is the Financial Analysis Director at the firm. His primary responsibilities are investment research and business analysis. Previously Matthew served as a Research Analyst for the firm. Prior to completing his education, from June of 2004 to December of 2007 Matthew held the position of Research Intern. In addition to his internship, Matthew worked as a lab assistant in the Department of Sociology at USC, studying theories of social interaction in exchange networks and group processes. Matthew received his undergraduate degree from University of South Carolina in 2007. From 1999 through 2003, Matthew lived and studied in Bonn, Germany. He has traveled western and eastern Europe extensively, as well as southeast China. Matthew currently resides in Irmo, South Carolina with his wife Rebekah and their three daughters.

Hillary Stilwell is a Client Service Manager at the firm. Her primary responsibilities include ensuring that the client’s needs are met and managing office efficiency and business development. Previous to becoming a client service manager at the firm, Hillary was in outside sales and customer satisfaction for various companies. Hillary graduated from the University of North Carolina at Wilmington with a degree in Psychology. She and her husband Dan live in Columbia, South Carolina with their two children.

Lisa Looney is a Client Service Manager for WHM Capital Advisors. Her primary responsibility is to ensure all service requests have been fulfilled while keeping the client’s best interest top priority. Prior to becoming a Client Service Manager for the firm, she worked in the insurance industry for 11 years. Lisa is originally from Warwick, Rhode Island and moved to South Carolina in 1997. She currently resides in Lexington, SC with her husband Robert and their two children.