Springwater Advisors, LLC

Phillip Plant is a financial advisor at Springwater Advisors, LLC with over 53 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Springwater Advisors since 2009. Plant also has extensive experience with Herndon Plant Oakley entities, where he has held various roles since 1998. Outside of his advisory work, he serves as a board member and managing partner in multiple investment-related ventures. Springwater Advisors provides discretionary portfolio management, financial and estate planning, and portfolio consulting for individuals, high-net-worth clients, and charitable organizations. The firm employs a diversified investment approach using fundamental, technical, charting, and cyclical analysis, and offers access to sub-managers while managing client accounts on a discretionary basis.

Brent Holt is a Certified Financial Planner® with 18 years of industry experience. He is affiliated with Herndon Plant Oakley, Ltd. and has worked previously at Springwater Advisors, LLC and Oxbow Advisors, LLC. Outside of his advisory role, he serves as an independent life insurance agent and is involved with the London ISD Education Foundation, which raises funds to support local education. Herndon Plant Oakley Ltd. provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth families, trusts, charitable organizations, and institutional clients. The firm manages approximately $92.9 million in assets and employs a multi-faceted investment process that includes fundamental, technical, and cyclical analysis across various asset classes.