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t 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, that seeks to emphasize that 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 strives to support you in 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 4|
| October/November 2023
Development Corporation, has expertise in Social Security, and is licensed with Medicare (he’s the resident Medicare professional 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. 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. 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 vestment platform. Heading up the office staff is our office manager Rhonda McDowell. Rhonda has been with the Jal Dennis Group
Photos by Michelle Thurgood
JAL DENNIS GROUP
