Wylie CONNECTION Magazine November/December 2021

Page 6

A

s a staple in the Wylie community, the Jal Dennis Group is invested in continuing to provide the outstanding family- and clientcentric service that the firm was built on. Our skilled team of advisors holds a variety of licenses which enables us to meet the unique needs of our clients and the community. Leading the team is Trace Dennis, founder Jal Dennis’ son. Trace joined the firm in 2014 after serving in the Marines in the Iraqi War and earning his degree from the University of New Mexico. In addition to holding several securities licenses, Trace holds the designation of Chartered Market Technician (CMT) 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 (AAMS) 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 (AAMS) 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

4 | THECONNECTION | NOVEMBER/DECEMBER 2021

CONN ND21 20-PAGE-GUTS.indd 4

10/28/21 4:04 PM


Turn static files into dynamic content formats.

Create a flipbook
Issuu converts static files into: digital portfolios, online yearbooks, online catalogs, digital photo albums and more. Sign up and create your flipbook.