Paul Moffett, CFP®
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®
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®
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 two sons (and three fur babies). Outside of work, they enjoy traveling and making new memories as a family.
Bob Logan, CFP®, MBA
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.
Chance Strickland, CRPC®
Chance was born and raised in Lexington, SC and is a proud graduate of the University of South Carolina. After working in sales, Chance quickly realized that he wanted to pursue a career that would allow him to work closely with clients to develop meaningful, lifelong relationships and make a positive impact on the local community. Chance joined our CalmWater family in 2019. Always eager to learn and dedicated to servicing clients, Chance quickly transitioned into an advisory role. He hopes his laidback, easy-going personality will put you at ease while he works with you to develop a personalized, comprehensive financial plan that will carry you through retirement.
Outside of the office, when not watching his beloved Gamecocks, Chance can be found shrimping at Edisto Beach, enjoying hole-in-the-wall barbeque joints, vacationing at Disney World with his wife, Anna, or playing with their dog, Boris.
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.
Client Services Manager
Katherine joined the CalmWater team in 2020 to manage our Nucor relationships. She provides dedicated support to our Nucor divisions and teammates, maximizing communication and clarity, as well as being our contact for transitioning relationships and discussions. Before joining CalmWater, Katherine spent 15 years in the legal field, developing business and relationship management experience. She places a high priority on client service and building quality client relationships.
A native of Columbia, Katherine obtained her AAS from Midlands Technical College. She spends her free time on residential construction projects and also enjoys gardening, reading, and spending time with family at home.
Landen Neal, CRPC®
Landen graduated from the Citadel in 2020 with a degree in Business Administration. He joined CalmWater Advisors in 2021 as a trader and administrative assistant. He earned his Chartered Retirement Planning Counselor™ designation in 2022 and transitioned to an advisory role with the CalmWater team.
While a student at the Citadel, Landen enjoyed financial analysis, investment research, and participating in the school’s student-managed investment fund. However, he realized that he wanted a career that involved more social interaction and found that financial advisors can have direct, meaningful impact in their client’s lives. Landen is passionate about building relationships with his clients and helping them successfully navigate the growing complexities of their financial health.
Landen was born and raised in Chapin, SC. He enjoys hunting, fishing, hiking, and occasionally arrowhead hunting. Landen especially loves spending time in Charleston with friends on King Street, downtown, or enjoying the many amazing local restaurants.
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.
Jessica Lin Stevens
Client Services Manager
Jessica joined the CalmWater team in May 2022 as a Client Relations Manager. She enjoys working with people and curating long-lasting relationships with her clients. She graduated from the University of South Carolina in 2017 with a degree in Visual Communications.
Before joining CalmWater, Jessica spent four years in the legal marketing field, as a Graphic Designer. She worked on the creative side of things to aid business professionals in their marketing needs and materials. She desires to learn more about the financial world and is excited to blend it together with her creative background.
Jessica was born in Augusta, GA. Though, she has lived in Columbia, SC since high school and calls Columbia home. She enjoys attending local markets, traveling, gardening, and spending time with her family.