Mesquite Wealth Management Group

Do you worry that inflation, taxes or other unforeseen factors may diminish your hard-earned assets? Using our exclusive Confident Retirement® approach, we provide personalized recommendations for asset management strategies, proper insurance coverage and solutions for long-term care costs. We also offer estate planning strategies that can help mitigate the effects of taxes and exit and succession strategies from businesses. Our practice is dedicated to helping clients feel more confident about preserving their wealth so they can be free to live life brilliantly.


Advisors

Steve Dziuk, Private Wealth Advisor serving the San Antonio, TX area - Ameriprise Advisors

Steve Dziuk

CFP®, CRPC®

Private Wealth Advisor

Chief Executive Officer of Mesquite Wealth Management Group
Visit Steve Dziuk's website
John H Stearns, Financial Advisor serving the San Antonio, TX area - Ameriprise Advisors

John H Stearns

CRC®, APMA®

Financial Advisor

Managing Director of Mesquite Wealth Management Group
Visit John H Stearns's website
David Wynn, Financial Advisor serving the San Antonio, TX area - Ameriprise Advisors

David Wynn

CMFC®

Financial Advisor

Chief Financial Officer of Mesquite Wealth Management Group
Visit David Wynn's website
Brock Dunn, Associate Financial Advisor serving the San Antonio, TX area - Ameriprise Advisors

Brock Dunn

CFP®, APMA®

Associate Financial Advisor

Operations Manager
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Steven Gallegos, Associate Financial Advisor serving the San Antonio, TX area - Ameriprise Advisors

Steven Gallegos

APMA®

Associate Financial Advisor

Business Development Manager
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Jake Dziuk, Associate Financial Advisor serving the San Antonio, TX area - Ameriprise Advisors

Jake Dziuk

APMA®

Associate Financial Advisor

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

John White

APMA®

Associate Financial Advisor

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Team

Michelle Dziuk

Michelle Dziuk

Operations Specialist

Jim Li

Jim Li

Client Service Manager

Kelsey Moy

Kelsey Moy

Client Service Specialist

Nora Rodriguez

Nora Rodriguez

Client Service Specialist

Molly Hons

Molly Hons

Administrative Assistant

Addison Custer

Addison Custer

Marketing Specialist

Dillon Delgadillo

Dillon Delgadillo

Client Service Specialist