CERTIFIED FINANCIAL PLANNER™ Practitioner
Ph.D in Economics
MBA in Finance
Steve has been a financial advisor and planner since 1999, and has a half century of professional experience in economics and financial analysis. In 2019, he founded this firm (then called Renaissance Financial Management) and now proudly serves as Argent's Advisor Emeritus.
Steve began his career as an econometrician at the US Census Bureau. After 3 years, he became an associate economist at the Investment Company Institute, a financial think-tank (in NYC, later DC). In the midst of the ‘70’s OPEC-inspired oil crisis, he responded to the Administration’s request for financial expertise to co-author The National Energy Plan. Steve was a senior-level economist at the Federal Energy Administration, the Department of Energy (in Washington DC) and at the Bonneville Power Administration (Portland: 1981-2003). He was a part-time (evening) adjunct professor of economics at Portland State University.
Steve was awarded a BSFS (Economics) from Georgetown University’s prestigious School of Foreign Service, an MBA in finance from the George Washington University, and a Ph.D in economics (Monetary Theory & Policy and International Economics) from the Catholic University of America. He has held the CFP® designation since 2005.
Steve is proud to be married to Sharon Dunne since 1977 (do the math!). They have 3 adult-age, very-successful children, and 5 (so far) grandchildren. His “fun-time” includes the greater-family interludes, theatre, symphony, politics, and spiritual/theological critical thinking.
Steve’s clients have enjoyed his depth, education skills, and especially his genuine Irish wit. (He has dual US and Irish citizenship).
Although Steve "retired" at the end of 2023, he is not ready to step back completely. As Argent's Advisor Emeritus, Steve now focuses on building a new generation of financial advisors who share his vision of holistic, client-centered service.
Argent Wealth Management is a dba of Clear Creek Financial Management, LLC, a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Clear Creek Financial Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Clear Creek Financial Management, LLC unless a client service agreement is in place. Argent Wealth Management provides strategies for estate and / or tax planning. These strategies do not constitute tax or legal advice. Consult legal or tax professionals for specific information regarding your individual situation.
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