How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.


Our advisors

Steve Dziuk

Steve Dziuk

CFP®, CRPC®

Private Wealth Advisor

President of Mesquite Wealth Management Group
Learn more about Steve Dziuk Visit Steve Dziuk'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
David Wynn

David Wynn

CMFC®

Financial Advisor

Learn more about David Wynn Visit David Wynn's website
Nancy Guhit

Nancy Guhit

MBA, CFP®, APMA®

Financial Advisor

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

Brock Dunn

CFP®

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Brock Dunn Visit Brock Dunn's website
Steven Gallegos

Steven Gallegos

APMA®

Associate Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM
Learn more about Steven Gallegos Visit Steven Gallegos's website
Jake Dziuk

Jake Dziuk

APMA®

Associate Financial Advisor

Learn more about Jake Dziuk Visit Jake Dziuk'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

Office Manager,

Marketing Specialist

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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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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Addison Custer

Addison Custer

Marketing Specialist

Dillon Delgadillo

Client Service Specialist

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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