Griffin Haviken is a financial advisor with Vericrest Private Wealth, LLC, holding a Series 65 designation and bringing 16 years of industry experience. He worked at Towercrest Capital Management for 12 years before joining Vericrest in 2021. Haviken is a managing member of the Advest Short Duration Real Estate Fund, where he evaluates and manages real estate investments. Vericrest Private Wealth provides investment management and financial planning to individuals, including high-net-worth clients, as well as institutional clients such as retirement plans. The firm emphasizes asset allocation through diversified, low-cost ETF portfolios and also recommends affiliated private pooled funds to qualified clients.

William Davis is a CFP® with 13 years of experience currently serving at Vericrest Private Wealth, LLC. His prior roles include positions at Ameriprise Financial Services and Prism Advisory Group, as well as a 16-year tenure at Temple University. He serves on multiple nonprofit boards, including the Lower Bucks County Chamber of Commerce and the Going Beyond Assistance Fund, and also works as an adjunct instructor teaching financial planning. Vericrest Private Wealth provides investment management and financial planning to individuals, including high-net-worth clients, and institutional clients such as retirement plans. The firm emphasizes asset allocation with globally diversified, low-cost ETF-based portfolios and utilizes third-party sub-advisors while managing approximately $137.8 million primarily on a discretionary basis.