Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Our 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
Learn more about Steve Dziuk Visit Steve Dziuk's website
John H Stearns, Private Wealth Advisor serving the San Antonio, TX area - Ameriprise Advisors

John H Stearns

CRC®, APMA, CRPC

Private Wealth Advisor

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

David Wynn

CMFC, CPA

Financial Advisor

Chief Financial Officer of Mesquite Wealth Management Group
Learn more about David Wynn Visit David Wynn's website
Nancy Guhit, Private Wealth Advisor serving the San Antonio, TX area - Ameriprise Advisors

Nancy Guhit

MBA, CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Nancy Guhit Visit Nancy Guhit's website
Brock Dunn, Associate Financial Advisor serving the San Antonio, TX area - Ameriprise Advisors

Brock Dunn

CFP®, APMA

Associate Financial Advisor

Chief Operating Officer of Mesquite Wealth Management Group
Learn more about Brock Dunn Visit Brock Dunn's website
Steven Gallegos, Associate Financial Advisor serving the San Antonio, TX area - Ameriprise Advisors

Steven Gallegos

APMA

Associate Financial Advisor

Business Development Manager
Learn more about Steven Gallegos Visit Steven Gallegos's website
Jake Dziuk, Associate Financial Advisor serving the San Antonio, TX area - Ameriprise Advisors

Jake Dziuk

APMA

Associate Financial Advisor

Learn more about Jake Dziuk Visit Jake Dziuk's website
Dillon Delgadillo, Associate Financial Advisor serving the San Antonio, TX area - Ameriprise Advisors

Dillon Delgadillo

APMA

Associate Financial Advisor

Learn more about Dillon Delgadillo Visit Dillon Delgadillo's website
John White, Associate Financial Advisor serving the San Antonio, TX area - Ameriprise Advisors

John White

APMA

Associate Financial Advisor

Learn more about John White Visit John White's website
Scott Sutherland, Associate Financial Advisor serving the San Antonio, TX area - Ameriprise Advisors

Scott Sutherland

CRPC, APMA

Associate Financial Advisor

Learn more about Scott Sutherland Visit Scott Sutherland's website

Our team

Michelle Dziuk

Michelle Dziuk

Operations Specialist

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

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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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

Christopher Stearns

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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Mario Martinez

Mario Martinez

Client Service Specialist

Corie Tielke

Corie Tielke

Client Service Specialist