Mesquite Wealth Management Group

What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, you receive:

  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.


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®, APMA®

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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