Mesquite Wealth Management Group

Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Advisors

Steve Dziuk, Private Wealth Advisor serving the Corpus Christi, TX area - Ameriprise Advisors

Steve Dziuk

CFP®, CRPC®

Private Wealth Advisor

Chief Executive Officer of Mesquite Wealth Management Group
Visit Steve Dziuk's website
David Wynn, Financial Advisor serving the Corpus Christi, TX area - Ameriprise Advisors

David Wynn

CMFC®

Financial Advisor

Chief Financial Officer of Mesquite Wealth Management Group
Visit David Wynn's website
Nancy Guhit, Private Wealth Advisor serving the Corpus Christi, TX area - Ameriprise Advisors

Nancy Guhit

MBA, CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Nancy Guhit's website
Brock Dunn, Associate Financial Advisor serving the Corpus Christi, TX area - Ameriprise Advisors

Brock Dunn

CFP®, APMA®

Associate Financial Advisor

Operations Manager
Visit Brock Dunn's website
Steven Gallegos, Associate Financial Advisor serving the Corpus Christi, TX area - Ameriprise Advisors

Steven Gallegos

APMA®

Associate Financial Advisor

Business Development Manager
Visit Steven Gallegos's website
Scott Sutherland, Associate Financial Advisor serving the Corpus Christi, TX area - Ameriprise Advisors

Scott Sutherland

CRPC®, APMA®

Associate Financial Advisor

Visit Scott Sutherland's website
Dillon Delgadillo, Associate Financial Advisor serving the Corpus Christi, TX area - Ameriprise Advisors

Dillon Delgadillo

Associate Financial Advisor

Visit Dillon Delgadillo's website
Jake Dziuk, Associate Financial Advisor serving the Corpus Christi, TX area - Ameriprise Advisors

Jake Dziuk

APMA®

Associate Financial Advisor

Visit Jake Dziuk's website
John White, Associate Financial Advisor serving the Corpus Christi, TX area - Ameriprise Advisors

John White

APMA®

Associate Financial Advisor

Visit John White's website

Team

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

Roles & Responsibilities

  • Operations
  • Relationship Management Systems
  • Client Experience
  • Marketing Materials Creation
  • HR, Payroll, & Benefits
  • Social Media & Website Content
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Nora Rodriguez

Nora Rodriguez

Client Service Specialist

Qualifications

  • 2+ Years of Financial Services Industry experience
  • 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 Client Data
  • Generate Summary Letters
  • Money Movement
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Christopher Stearns

Christopher Stearns

Financial Planning Assistant

Qualifications

  • International Baccalaurreate Diploma from W.B. Ray High School
  • Notary Public
  • Studying Personal Financial Planning at Kansas State University

Roles & Responsibilities

  • Gather Financial Plan Data
  • Generate Executive Financial Plan Summary Letters
  • Create Financial Plans
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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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