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.


Our advisors

Steve Dziuk

Steve Dziuk

CFP®, CRPC®

Private Wealth Advisor

President
Learn more about Steve Dziuk Visit Steve Dziuk's website
Nancy Guhit

Nancy Guhit

CFP®, MBA, APMA®

Financial Advisor

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

Brock Dunn

CFP®, APMA®

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Brock Dunn Visit Brock Dunn's website
John H Stearns

John H Stearns

CRC®, APMA®

Financial Advisor

Managing Director of Mesquite Wealth Management Group
Learn more about John H Stearns Visit John H Stearns's website

Our team

Michelle Dziuk

Michelle Dziuk

Operations Director,

Chief Operating Officer

Personal Intro

I am a graduate of the University of Texas in San Antonio with a BBA in Business Management. I enjoy spending time with my family and friends, working in my gardens, and hanging out at our coast house.

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

Personal Intro

I enjoy spending time with my family. I also enjoy volunteering with my daughter’s Girl Scout Troop and watching them grow as strong individuals. In my free time, I love to experience different types of food wherever I go and travel to.

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

Marketing Manager

Personal Intro

I enjoy spending time with my family & friends, particularly my 3 sons. I am originally from Arkansas, where I grew to love the great outdoors and good southern cooking. I love to cook, bake, and kayak. I have been a volunteer team coach for Destination Imagination for 11 years.

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 & Websites
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Kelsey Labus

Kelsey Labus

Client Service Specialist

Personal Intro

I graduated from Texas A&M University in December 2018 with a bachelor’s degree in Agricultural Economics. I enjoy spending my time with family and friends, baking, and being outdoors.

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

Personal Intro

I enjoy spending time with my family, rooting for the Texas Longhorns, and spending time in the great outdoors. I enjoy playing golf and fishing in my spare time. I am an active member of Texas CCA, and a member of St. Elizabeth Catholic Church.

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

Personal Intro

I enjoy spending time with my family and grandchildren. In my free time, I love to run, fish and hunt. I also like hiking, biking and enjoying the outdoors. I am a member of the Corpus Christi Roadrunner Club and Triathlon Club. I enjoy volunteering with my Team Triumph Wings of Texas Organization.

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

Personal Intro

I enjoy spending time with my family. We like to hunt, fish, play sports and enjoy the outdoors. I enjoy volunteer projects.

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

Personal Intro

I am currently a full-time student at Washington & Lee University in Lexington,VA. I plan to graduate with a BA in Accounting. I also hope to earn my MBA and PhD in Financial Planning. I am a member of the Lambda Chi Alpha fraternity.

Qualifications

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

Roles & Responsibilities

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

Marketing Specialist

Personal Intro

I am currently a full-time student at Washington & Lee University in Lexington,VA. I plan to graduate with two BAs; one in Economics and one in Philosophy with a minor in Middle East & Southeast Asia Studies. I also hope to attend graduate school to earn a PhD in Financial Planning. I am a member of the Pi Kappa Phi fraternity.

Qualifications

  • Economics & Philosophy Major at Washington and Lee University

Roles & Responsibilities

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