OUR MISSION is to provide the highest quality advice and solutions to our clients. Our philosophy is to seek to understand what matters most to our clients within their financial goals and objectives.

OUR PURPOSE is to help you feel more 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.

OUR CORE VALUES Family, Faith, Desire to help People, Honesty, Happiness


Our 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

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

MBA, CFP®, APMA

Private Wealth Advisor

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

Brock Dunn

CFP®, APMA

Financial Advisor

Chief Operating Officer of Mesquite Wealth Management Group
Learn more about Brock Dunn Visit Brock Dunn's website

Steven Gallegos

APMA

Financial Advisor

Vice President of Mesquite Wealth Management Group
Learn more about Steven Gallegos Visit Steven Gallegos's website

Jake Dziuk

APMA

Financial Advisor

Learn more about Jake Dziuk Visit Jake Dziuk's website

John D White

APMA, CMFA®

Financial Advisor

Certified Military Financial Advisor®
Learn more about John D White Visit John D White's website

Corie Tielke

APMA

Financial Advisor

Learn more about Corie Tielke Visit Corie Tielke's website


Our team

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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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

Bennet Gall

Bennet Gall

Client Service Specialist

Karissa Voida

Karissa Voida

Financial Planning Assistant

Lisa Hayes

Lisa Hayes

Client Service Specialist