JAL DENNIS GROUP

At the Jal Dennis Group, our clients are looking for a financial steward – an experienced advisor who will partner with them and serve as their advocate and guide on the path to pursuing their goals. Our focus is on long-term planning, not securities transactions. Our planning process is collaborative and requires your input every step of the way to ensure your goals and interests remain front and center.

We have a team, not a single advisor, who can assist you with all your financial planning needs. Each member of our team specializes in a different aspect of planning and has the experience to support you in all your personal and professional financial endeavors.

Leading the team is Trace Dennis, Jal’s son. Trace joined the firm in 2014 after serving in the Marines in the Iraqi War and earning his accounting degree from the University of New Mexico. In addition to holding several securities licenses, Trace holds the designation of Chartered Market Technician and enjoys analyzing market trends and investment research.

The Jal Dennis Group’s team of licensed advisors includes Demond Dawkins, who joined the firm in 2017 after 25 years in the banking industry. Demond brings a wealth of knowledge to the community; he serves on the board of the Wylie Economic Development Corporation, has expertise in Social Security, and is licensed with Medicare (he’s the resident Medicare expert in Wylie!). He also serves as a pastor in Fate. Demond holds the Certified Kingdom Advisor and Accredited Asset Management Specialist designations. Demond and Derek Draper offer educational webinars on our unique Faith-Based Investment platform.

Julia Thorman, Certified Financial Planner, brings over 36 years in the financial industry. Julia works with a wide range of clients from her office in McKinney. She is very active in the local community including becoming a foster parent after raising her own family.

Advisor Kristi Denham holds the designation of Accredited Asset Management Specialist and joined the group in 2019 with over a decade of customer service experience. Kristi has passion for the community and is often seen representing the Jal Dennis Group at Chamber events and visiting local businesses. Kristi also hosts a regular educational webinar series on financial topics unique to women.

Rounding out the advisory team is Derek Draper, who is known to many as a former pastor at First Baptist Wylie (now The Cross Church). The Draper name is well known in the community, and Derek is active in the Wylie athletic and camp community as well as broadcasting the Wylie High School football games. Along with Demond, Derek is an advocate for our FaithBased Investment platform.

Heading up the office staff is our office manager Rhonda McDowell. Rhonda has been with the Jal Dennis Group since 2011. She ensures that all clients have an enjoyable experience, and she serves on the LPL Service and Operations Council. She makes sure that the entire team is up to date and trained on the latest technologies and procedures. Rhonda’s personal life centers around church and family. She and her family have participated in several missionary trips.

When you first contact our office, you will be instantly greeted with a warm smile and pleasant introduction. Regina Smith joined the firm in 2016 and has endeared herself to everyone as she makes sure all clients and visitors speak with the person best equipped to help them. It would be impossible to list all the ways Regina keeps our office organized. Her primary duties are scheduling client meetings and maintaining the calendar as well as assisting everyone in all of our projects.

Kathy Griffith joined the Jal Dennis Group in 2021. Kathy brings 13 years of experience leading back-office operations, analytics, and customer support teams for major energy companies. She has spent the last 12 years volunteering and serving in a variety of leadership roles on various boards in her church and community while raising her two children with her husband.

Our newest team member is Tiffaney Smith, who joined us in March of this year. Tiffaney is an Air Force veteran who enlisted right after high school and served 20 years before retiring from activeduty service. She holds a bachelor’s degree in Organizational Management from Ashford University and has 20 years of administrative support and resource management experience from her military career as an Aviation Resource Manager and Government Flight Representative Chief. Tiffaney provides administrative support to the Jal Dennis Group by assisting clients with account setup, access, and account maintenance. She enjoys spending time with her husband and their two children and loves to cook and travel.

Our team offers a wide variety of licenses, skills and life experiences to meet the needs of our growing community and client base. We still strive to maintain the highest level of client satisfaction to provide the best and most personal experience. We believe in investing in our clients before they invest in us. If we can help in any way, please give us a call at 972-429-0603 or email us at info@jaldennis.com.

As a full-service financial consulting firm, Jal Dennis Group Investment Services provides individual investors and small business owners with retirement planning and strategies that seek portfolio growth through assistance in the following areas:

• Financial Planning

• Investment Management

• Retirement Planning

• Tax Strategies

• Insurance

• Education Planning

• Estate Planning

• Trust Services

• Guided Wealth Portfolios

• Fiduciary Focus

972-429-0603

601 Commerce St., Wylie, TX 75098

www.jaldennis.com

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., and affiliate of LPL Financial.