CalmWater Team

 
 

 

 

 

Paul Moffett, CFP®

Wealth Advisor

Paul has been helping families pursue their financial goals for more than 35 years. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Paul will help you develop and implement a comprehensive plan to maximize your retirement income, educate your children and grandchildren, and prepare for life’s unexpected risks.

Paul grew up in Richmond, Virginia, where he attended Virginia Commonwealth University.  He moved to Columbia in 1986, where he met his beautiful wife of 28 years, Jeanna.  Paul and Jeanna have two grown children.  In his free time, Paul enjoys playing basketball and tennis, and watchmaking. 

Parker Spires, CRPC®

Wealth Advisor

Parker joined CalmWater in 2012 with a background in the insurance industry. As a Chartered Retirement Planning CounselorSM, Parker will work with you to create and implement a comprehensive plan to maximize your retirement and social security income, prepare for any unexpected risk, and help avoid any estate tax liability.

Parker was born and raised in Lexington, South Carolina.  An alumnus of Wofford College, Parker received a degree in finance in 2008.  Parker works to develop long-term relationships with families to help them pursue their financial goals.  In his spare time, Parker enjoys playing men's softball, basketball, fishing, and being on the lake.  He and his wife, Emily, are recently married and excited to begin the next chapter in their lives together.

Jessica Cook, CFP®

Wealth Advisor

As a CERTIFIED FINANCIAL PLANNER™ practitioner, Jessica provides personalized advice and develops financial plans specific to your objectives and goals.  She bases her success on how well you meet those goals and considers the relationship with you her most important asset!  

Jessica obtained her bachelor’s degree in finance from the University of South Carolina in 2010.  After graduation, Jessica worked in corporate banking before transitioning to be a Wealth Advisor with CalmWater Advisors in 2012.

Jessica is a South Carolina native.  Her roots are based in Lexington, where she and her husband, Billy, are raising their three sons (and three fur babies).  Outside of work, they enjoy traveling to the mountains, renovating houses and making new memories as a family.  

Bob Logan, CFP®, MBA

Wealth Advisor

Bob Logan is a CERTIFIED FINANCIAL PLANNER™ professional with more than fifteen years of experience as a wealth advisor. He provides comprehensive wealth management with a focus on building and protecting financial security, and his clients receive advice including retirement income planning, investment management, employer benefits review, liability analysis, insurance needs, tax planning, and estate planning.

Bob has more than 20 years of experience in the automotive industry in various financial analysis and financial operations roles.

He holds a BA in chemistry and an MBA from the University of Kansas, and he is an avid Jayhawks basketball fan.

Thuy Van

Client Services Manager

Thuy has a wide range of experiences in financial analysis, trade law research, special events planning, and foreign language interpretation. Thuy finds great pleasure in working with people and building long-term relationships. As the client services manager, her goal is to provide exceptional client experiences.

Thuy graduated from Northwestern University with a BA in economics, psychology, and international studies. Thuy is native-fluent in Vietnamese and studied French and Mandarin Chinese. She grew up in Chicago and has worked and studied abroad in Vietnam, France, and China. Thuy is a proud mother of three boys. She and her husband, Thomas, enjoy traveling and throwing dinner parties for friends and colleagues.

Lydia Dorn

Client Services Manager

Lydia began her career with the CalmWater Advisors team in January 2022.  As a client relations manager, she finds joy in taking great care of her clients and developing long lasting relationships built on exceptional, personal service. 

Born and raised in Edgefield, SC, Lydia is proud to share her friendly, positive mindset and natural Southern charm with everyone she meets!  Lydia studied at Converse College and worked at Lexington County School District for 6 years.  Her desire to grow and learn from the world around her makes her excited for every day.  

Lydia enjoys reading books, traveling, and giving back to the community.  A cause close to her heart is the Columbia Junior League.  She joined to become more involved with the community and to get to know more young professionals.

Tammy Howle

Nucor Coordinator

 

Tammy joined the CalmWater team in January 2023 as our Nucor Coordinator.   Before joining CalmWater Tammy was a Nucor teammate for 15 years.   She joined Nucor in August 2007 at Nucor Cold Finish South Carolina where she spent four years before transfering to Nucor Steel South Carolina where she spent five years.  In October 2016 Tammy transferred to Vulcraft South Carolina as their Human Resourses Coordinator.

With extensive knowledge of Nucor benefits and culture, Tammy will play a pivotal role in helping CalmWater acheive it's goal: Improving each teammates life by educating them on Nucor benefits and by exciting them on their potential growth of wealth through proper use of these benefits.  

Tammy resides in Florence with her husband Chad, they have three adult children: Asheley, Eden, and Chason as well as a grandson {Grey} and granddaughter [Elsie}

Chad and Chason are current Nucor teammates at Nucor South Carolina.

Tammy enjoys meeting and establishing lasting relationships with those she meets!  In her spare time she loves being outdoors and spending qualitly time with her family.