Paul Moffett, CFP®
Wealth Advisor
Paul has been helping families pursue their financial goals for more than 30 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 25 years, Jeanna. Paul and Jeanna have two grown children. Their son, Cain, attends college and is pursuing his passion for glass blowing. Their daughter, Casey, is a student at the College of Charleston. In his free time, Paul enjoys playing basketball and tennis.
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 alumni 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.
Bob Logan, MBA, CFP®
Wealth Advisor
Bob Logan is a CERTIFIED FINANCIAL PLANNER™ professional with more than ten 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 benefit 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.
Jessica Cook, CFP®
Wealth Advisor
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.