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

Private Wealth Advisor

President
Visit Steve Dziuk's website
Nancy Guhit

Nancy Guhit

Financial Advisor

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

Brock Dunn

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Brock Dunn's website

Team

Michelle Dziuk

Michelle Dziuk

Operations Director,

Chief Operating Officer
Jim Li

Jim Li

Client Service Manager

Molly Hons

Molly Hons

Administrative Assistant

Kelsey Labus

Kelsey Labus

Client Service Specialist

Jake Dziuk

Jake Dziuk

Client Service Specialist

Nora Rodriguez

Nora Rodriguez

Client Service Specialist

Susannah Stearns

Susannah Stearns

Marketing Manager

Qualifications

  • BS Accounting
  • 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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