Mesquite Wealth Management Group

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Steve Dziuk

Steve Dziuk

CFP®, CRPC®

Private Wealth Advisor

President of Mesquite Wealth Management Group
Visit Steve Dziuk's website
Nancy Guhit

Nancy Guhit

CFP®, MBA, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Nancy Guhit's website
Brock Dunn

Brock Dunn

CFP®

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Brock Dunn's website
Steven Gallegos

Steven Gallegos

APMA®

Associate Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Visit Steven Gallegos's website

Team

Michelle Dziuk

Michelle Dziuk

Operations Director,

Chief Operating Officer

Qualifications

  • BBA Business Management from the University of Texas at San Antonio
  • Over 25 years of Business Management and Operations experience
  • 3 years of Financial Services Industry experience

Roles & Responsibilities

  • Human Resources & Compensation
  • Operations & Leadership Development
  • Recruiting & Hiring
  • Financial Reporting
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Jim Li

Jim Li

Client Service Manager

Qualifications

  • Over 20 years of Customer Service experience
  • Over 20 years with Ameriprise Financial
  • Associates Degree in Marketing
  • Notary Public

Roles & Responsibilities

  • Gather Financial Plan Data
  • Workflow from Client Meetings
  • Money Movement
  • Notarize Documents
  • Information Technology
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Susannah Stearns

Susannah Stearns

Office Manager,

Marketing Specialist

Qualifications

  • BS Accounting from Arkansas State University
  • 25 years of Marketing experience
  • 20 years Financial Services Industry experience
  • 5 years Accounting Services Industry experience
  • Notary Public

Roles & Responsibilities

  • Relationship Management Systems
  • Client Appreciation
  • Seminars & Events
  • Marketing Materials Creation
  • Branding
  • Social Media & Website
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Kelsey Labus

Kelsey Labus

Client Service Specialist

Qualifications

  • BS Agricultural Economics from Texas A&M 2018
  • Notary Public

Roles & Responsibilities

  • Meeting Preparation
  • Client Engagement
  • Workflow from Client Meeting
  • Gather Financial Plan Data
  • Generate Summary Letters
  • Answer Overflow Phone Calls
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Jake Dziuk

Jake Dziuk

Client Service Specialist

Qualifications

  • BBA Finance from the University of Texas at San Antonio 2019

Roles & Responsibilities

  • Meeting Preparation
  • Client Engagement
  • Workflow from Client Meeting
  • Gather Financial Plan Data
  • Generate Summary Letters
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Nora Rodriguez

Nora Rodriguez

Client Service Specialist

Qualifications

  • Over 30 years of Legal Field experience
  • 7 years of Oil & Gas Industry experience
  • Notary Public

Roles & Responsibilities

  • Meeting Preparation
  • Client Engagement
  • Workflow from Client Meeting
  • Gather Financial Plan Data
  • Generate Summary Letters
  • Money Movement
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Molly Hons

Molly Hons

Administrative Assistant

Qualifications

  • Over 20 years of Administrative experience
  • 2 years of Financial Services Industry experience
  • Notary Public

Roles & Responsibilities

  • Greet Clients
  • Switchboard Operator
  • Scheduling
  • Client Life Event Coordinator
  • Notarize Documents
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Christopher Stearns

Financial Planning Assistant

Qualifications

  • International Baccalaurreate Diploma from W.B. Ray High School
  • Notary Public
  • Accounting Major at Washington and Lee University

Roles & Responsibilities

  • Gather Financial Plan Data
  • Generate Executive Financial Plan Summary Letters
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John Henry Stearns II

Marketing Specialist

Qualifications

  • Economics/Philosophy Major at Washington and Lee University

Roles & Responsibilities

  • Data Entry
  • Assist in Marketing Materials Creation
  • Assist with Social Media
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