Focus

Steven provides comprehensive investment, portfolio, retirement and income planning. Working together, we can develop a personalized wealth management strategy to help achieve your life goals.

Background and Experience

For over four decades Steven has guided clients in addressing their financial needs and developing customized strategies, focusing on each individual’s specific needs. With extensive experience through many market cycles, Steven has dedicated his career to developing a myriad of possible investment and planning strategies that help clients address their aspirations and create a legacy for future generations.

Steven holds a Bachelor of Science degree in Business Administration from Binghamton University, where he graduated magna cum laude in 1981. Steven’s passion for people and the capital markets led him to become a financial advisor immediately upon graduation. He is Series 7 and 65 securities registered as well as life, health, long term care and variable annuity licensed. Steven’s quest for professional achievement doesn’t end there; in 2012, he passed the rigorous Series 24 securities examination and met the stringent requirements to become Managing Principal. Steven’s many accomplishments have been recognized, naming him a Wells Fargo Advisors Financial Network's Platinum Council Advisor for 2015, 2016, 2017, 2018, 2019, 2020, 2021, & 2022. The Platinum Council Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production and professionalism.

Away From the Office

Steven spends his free time with his wife of over 40 years, Michele, and their growing family. Rachel, their oldest daughter, is married to Stephen. They welcomed grandsons Cory in 2019 and Ryder in 2024. Younger daughter Samantha married Brody in May 2021 and had their first child Sadie, in 2024. Together the family enjoys spending time on Long Island’s beautiful beaches, traveling, and backyard barbeques. Steven has rediscovered his love for fishing and can often be found relaxing in his favorite fishing holes on Long Island’s lakes. Steven is also an avid fan of the Yankees and the NY Giants. He has visited more than half of the Major League Baseball stadiums. His goal is to visit all of them.


CA Insurance License 0K72530. Resident State NY

The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.

I believe in detailed planning for the future, while prioritizing what is important in your life today, is critical to achieving financial independence.

“If you don’t know where you are going, you’ll end up someplace else.”
-Yogi Berra

Our goals-based planning program, called eMoney®, helps guide clients in structuring their investments around benchmarks and meaningful life events. In my view, this is where the rubber meets the road. Once I understand a client’s most important aspiration, and more importantly their concerns, together we can establish a comprehensive investment plan.

Steve Dichter and I established our partnership in 2003. Over the past 20+ years we have worked together to provide cohesive and comprehensive advice for our clients. Our philosophy has always been, “one plus one equals three.” Together, we complement each other’s talents to provide appropriate investment strategies for our clients and their families. Combined we have well over 50 years’ worth of experience and learned from legacy veterans a long time ago… ”take care of our families and everything else will fall into place.”

I was born and raised on Long Island. My wife, Kathy, and I have been married since 1996. We have two children, Stephen and Jackie. Our son graduated from University of Maryland in 2020, after college he relocated in D.C. and works in the Corporate Real Estate Market. Jackie graduated with a master’s in teaching from Marist College in 2023, she is a 4th grade special needs teacher in Hawaii. On weekends, Kathy and I enjoy bike riding and going on long walks together. Our church is also very important to us, as it provides inspiration and tranquility in our fast-paced world.


CA Insurance License 0K63756. Resident State NY

Growing up year‑round on Fire Island, NY shaped much of who I am today. The small town of Ocean Beach will always be home, and my years serving the community as both a Lifeguard and a member of the Ocean Beach Fire Department instilled in me a deep commitment to service. That dedication has carried forward into my career, where providing exceptional care and attention to clients remains my highest priority.

I attended Florida Atlantic University in Boca Raton, earning undergraduate degrees in Finance and Economics. Shortly after graduating, I began my career in finance and have never looked back. Over the years I’ve gained experience across client account management, operations, and leadership roles — all of which strengthened my ability to serve clients with clarity, diligence, and integrity.

In July 2022, I joined Steve and Phil as an associate financial advisor at Wells Fargo Advisors Financial Network. As part of the team, my mission has always been to deliver the highest level of personal attention and guidance. I am proud to share that beginning January 2025, I became a partner alongside Steve and Phil at DPS Generational Wealth Management.

After nearly 2 decades in the mortgage industry, I was looking for a way to stay in the financial services industry and find a career that allowed me to connect in a more meaningful way with clients.  This led me to Wells Fargo Advisors Financial Network as a Client Associate for DPS Generational Wealth Management.

I proudly bring my vast experience and client service focus to my role.  I serve as the primary contact for clients and am responsible for all aspects of client administration and operations management.  I enjoy serving as the liaison between the team’s clients and advisors.  

A New York native, I reside in Massapequa with my daughter. The lion’s share of my free time is spent with my daughter, however, in those rare moments when I have some down time you will find me at the beach, hiking or exploring one of my favorite passions, archery.