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

Having grown up year-round on Fire Island NY, many of my life experiences have been shaped by the small town he will always refer to as home. For many years I served the Ocean Beach community as a Lifeguard as well as a member of the Ocean Beach Fire Department. I have always had a strong commitment to serving the community and have carried over those values towards providing excellent service to clients. 

I attended Florida Atlantic University in Boca Raton, FL where I received my undergraduate degrees in Finance and Economics. Shortly after receiving my degrees, I pursued a career in finance and never looked back. I have experience ranging from client account management, operations, as well as management. 

In July of 2022 I accepted an opportunity to join Steve and Phil as an associate financial advisor here at Wells Fargo Advisors Financial Network. As a team member, it is my mission to deliver the highest level of personal attention to our clients. I am proud to announce that as of January 2025 I will become a partner alongside Steve and Phil here 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.