Dave has served as an investment advisor for over 40 years. Before his time at Avisen, he was with two large national brokerage firms, Morgan Stanley and Kidder Peabody. 

As an investment manager, he prioritizes providing institutional-level portfolio management at the individual level.

Dave is committed to always putting his client's needs first. Because of this, many of his clients have entrusted him with their investments for over 25 years.  They describe him as trustworthy, caring, and honest. 

Dave is a Registered Investment Advisor, holding both Series 7 and 65 securities licenses.  

Dave graduated from Stanford University with degrees in both Political Science and English Literature.  While at Stanford he was a three-time golf All-American and continues to enjoy the challenges of the game.  In 2011 Dave had the good fortune of playing in the US Senior Open.

Dave is married with four children and four grandchildren.  He enjoys spending much of his free time with family, playing golf, and reading.

Linda began her career in the securities industry in 1983 with Landsing Capital Corporation, a real estate securities company. In 1986 she secured a position with Shearson Lehman Brothers in La Jolla, CA, and developed a passion for the markets. In 1992, she and her husband decided a move to a less populated state, offering more outdoor activities, would be desirable, and have lived in Carson City, NV ever since.

Mrs. Becker earned a B.A. Degree from Arizona State University and currently holds Series 7, 63, and 65 licenses, as well as Life, Health and Long Term Care licenses in California (CA #0A41188) and Nevada.  She believes her greatest strengths in this profession are the desire and ability to build strong long-term relationships. Her specific areas of focus are individual stocks, income planning and asset protection through insurance.

Linda Becker was born in Germany while her father was serving in the military. The family returned to the U.S. a few years later and she has spent most of her life living in the west. Over the years she has developed a great deal of interest in worldwide news, history and travel. She is currently married with one grown daughter. During her leisure time, she and her husband enjoy cooking and entertaining together. She also enjoys reading and staying fit, as a longtime member of Lakeridge Tennis Club.

Ken is CEO, Sr. Investment Manager, and Co-Founder of Avisen Wealth Management and Avisen Advisors. 

With forty-plus years of experience in the financial services industry, Ken’s range of experiences have taken him from newly minted stockbroker at Kidder Peabody in the 1980’s to fixed income coordinator while at Shearson Lehman Brothers, later co-founding a technology hedge fund where he headed up the research effort. Each experience built on the last, giving him a unique, broad-based perspective.

The second half of his career has been spent at Avisen where he quietly but effectively guides an eclectic group of dedicated, experienced, and talented portfolio managers and support staff while also managing select client assets along with partner Michelle Kessel-Harbart. The second part is Ken’s passion as he is a connect-the-dots person and enjoys the back-and-forth flow of ideas.

Several key tenets have carried on throughout his career:

• A dedication to personalized client service.
• Independent thinking and intellectual curiosity.
• A research-intensive process with an abiding, long-term interest in technology, the sciences and the intersection of the environment, technology and biology.  His work day doesn’t end when he leaves the office as he often spends hours at home pouring over research papers or participating in company-specific conference calls.
• Maintaining a productive, intellectually stimulating, technology-driven work environment.
• Taking responsibility and accountability.

Ken and his wife, Athena, are travelers in the broadest sense of the word. Together, they climbed through the temples at Angkor Wat and walked the backstreets of Jodhpur while meeting writers, artists, business associates, dignitaries, scholars, and the man or woman on the street.

To quote Athena,” there is no information more credible or even more applicable than that which you absorb through first-hand experience. In order to more fully understand the world we live in, we must walk amongst them with heightened observation.”

Want to meet with Ken? Click HERE to schedule a meeting.

Jason is a Sacramento native and has been at Avisen for 11 years as an Investment Professional.  As an investor, he prioritizes constantly educating himself on current market trends so he can make the most informed decisions about his clients' portfolios. 

He focuses on long-term and sustainable investment strategies to give his clients peace of mind in an ever-shifting financial landscape. Jason and his father, Terry, work as a team at Avisen and primarily serve clients that are near or in their retirement. 

Jason is married with a son. As a family, they love being outdoors and exploring all the beauty California has to offer. 

Mr. Feil is currently the Sr. Vice President-Investments of Avisen and has over 46 years of experience as an investment advisor and senior portfolio manager. After a 25-year career at New York-based firms including Piper Jaffray,  Bateman Eichler, Hill, Richards, and Sutro & Co. he wanted to provide a more personalized approach to investing. It was then that he went the entrepreneurial route and co-founded Avisen Wealth Management. 

In 2010 Mr. Feil was named a Five Star Wealth Manager* and now currently works with his son Jason. With a wealth of experience in the dynamism of the markets, Mr. Feil creates equity portfolios that de-risk their exposure to market shifts as they focus on retirement and look to increase the longevity of their investments. 

As a 5th generation native to Sacramento, Mr. Feil has strong ties to the community and its history. He has served on the board of the Sacramento Zoo and The Crocker Art Museum.

*About the Five Star Wealth Manager Designation

• Neither the advisor nor the Firm has paid any fees to Five Star Professional before or after receiving the designation.
• Five Star Professional does not evaluate the investment performance or skill of managers, and the Five Star Wealth Manager designation is not indicative of past or future performance.
• To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. The eligibility criteria are as follows:

Eligibility Criteria - Required

             1. Credentialed as an investment advisory representative or a registered investment advisor.

              2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years.

             3. Favorable regulatory and complaint history review.

             4. Fulfilled their firm review based on internal firm standards.

              5. Accepting new clients.

Evaluation Criteria - Considered

                1. One-year client retention rate.

                 2. Five-year client retention rate.

                  3. Non-institutional discretionary and/or non-discretionary client assets administered.

                  4. Number of client households served.

                 5. Education and professional designations.

Martin Herman began his 40+ year tenure in the finance industry with Prudential Life. In 1968 he attended the New York Institute of Finance and completed an intense training program before joining EF Hutton, where he worked as a broker and manager. After 17 years, he joined Paine Webber/UBS where he worked as an investment professional for the next 24 years. Mr. Herman joined Avisen Wealth Management in 2009 and currently holds the Series 4, 7 and 63 licenses.      

Always a Bronx New Yorker at heart, Marty’s clients believe in his no-nonsense New York style, and his investment philosophy of blue chip equity investing. Mr. Herman offers clients (and their future generations) consistent and stable growth based on long-term goals and solid analysis.

Mr. Herman studied at Manhattan School of Music and graduated from Hunter College. In 1960 he left the East Coast and moved his family to the San Fernando Valley before eventually settling down in Reno, NV.

Marty and his wife Judy, a former Reno Councilwoman, are active in the Sierra Nevada Porsche Club and members of the “Legends of the West” in Virginia City.

Dusty spent nearly a decade in the entertainment industry with Sony Music Distribution before beginning her career as a Financial Planner. Her background includes several years of working with Tower Records in the marketing, sales, and distribution of Sony Music artists. 

Dusty holds a bachelor’s degree in psychology from Chico State University, a certificate in Personal Financial Planning from U.C. Davis, and is a graduate of the Financial Planning Association (FPA) Residency program.

She has been a CERTIFIED FINANCIAL PLANNER™ professional since 2009.  She was granted permission to use the CFP® mark of distinction after having met the rigorous education, experience, and ethical requirements of the CFP Board. Dusty is also a Retirement Income Certified Professional (RICP). She has the knowledge to provide expert advice on a broad range of retirement topics including Social Security, income taxation, estate issues, and other risks to retirement income planning. She is also a CTEC Registered Tax Preparer (CRTP). The California Tax Education Council’s (CTEC) requirements for CRTPs focuses solely on tax preparation.

She is an active member of the Financial Planning Association (FPA) and currently serves as Past President of the local chapter.  She is also a Committee member for the annual FPA Norcal Conference in San Francisco.  She has volunteered her time as a tax aide with AARP helping seniors file their tax returns.

Dusty enjoys keeping active by playing Pickleball, enjoying various outdoor activities, and spending time with her friends and family.

Michelle has held senior marketing and management positions with companies in the financial services and high-tech industries for over 25 years.  At Avisen Wealth Management, she is a Wealth Management Certified Professional (WMCP®) alongside partner, Ken Brown, working with clients to tailor their wealth management plan with the most appropriate investment management and tax-efficient strategies, thereby aligning their financial plan with long-term financial goals.

Michelle also serves as the Chief Operating Officer for Avisen Wealth Management, where she is responsible for the company’s operations.

Michelle holds an MBA from CSU Sacramento where she received the Beta Gamma Sigma honorary award for academic excellence in business, a BA in environmental science also from CSU Sacramento, her Professional Fiduciary Management certificate from UC Riverside, and earned her Wealth Management Certified Professional (WMCP®) designation from The American College of Financial Services.  Additionally,  she is an Investment Advisor Representative and holds the Series 7 and 66 licenses.

She is active in her community and serves on boards and committees of various non-profit organizations.  She especially enjoys volunteering in her community with her teenage daughter through a mother-daughter philanthropy organization.

Michelle is a native of Sacramento and enjoys traveling, hiking, cooking, and spending time with her husband, daughter, and their crazy Boston Terrier.

Schedule a meeting with Michelle HERE.

Wayne has over 15 years of experience in the securities industry. Although his collegiate background began in engineering, he quickly gravitated toward business and finance. He developed a passion for understanding how economies work in lock step with the impact on the financial sector. His career began at Kidder Peabody and he eventually flourished as a business owner in the years to come.

In 2001 he co-founded Avisen Advisors, a registered investment advisory firm, and continues to be an active portfolio manager. During his professional career in the securities industry, he has held a variety of management and investment advisor positions. Mr. Robello was responsible for opening the Sacramento branch of Van Kasper & Co. and was the regional office manager of that branch for five years. Wayne has extensive experience managing stock and bond portfolios for individuals and corporations. Mr. Robello has also worked for Merrill Lynch and Kidder Peabody in Sacramento.

As a portfolio manager, he is incredibly hands-on and prioritizes open channels of communication with clients. In his words, "Investing is a dynamic process, it is always changing". Therefore, his attention to the shifting economic landscape is of the utmost importance and is a proponent for using new technologies to quantify risk and inform long-term planning decisions. 

Avery joined Avisen in 2023 as a receptionist and client service associate. Avery is a people person and primarily assists clients and staff with paperwork, asset transfers, and other administrative responsibilities. She is often the first point of contact for clients and her excellent organizational and communication skills make her a key employee at the firm. Before working for Avisen, she has worked part-time in social media marketing, business management, and journalism. She currently holds a Bachelor of Arts in Communication and is working on her Masters in Communication Studies. Outside of work you can find her exploring farmer’s markets and coffee shops in the area while spending time with her family.