Meet Our Team

Jal Dennis is the founder of the Jal Dennis Group, an independent wealth planning and investment management firm located in Wylie, TX. From 2001 to 2020 he served the financial and investment planning and wealth management needs of...

In 2014, Jal's son, Trace, joined the group. Trace is a U.S. Marine Corp veteran of the Iraqi war and earned a Bachelor of Business Administration in Accounting from the University of New Mexico. He holds the General Securities...

Julia Thorman is a Certified Financial Planner. She has a Bachelor’s of Business from the University of Texas in Austin and has worked in the financial services industry for 35 years. She began her career in banking in 1984,...

Demond Dawkins was in the banking industry for 25 years prior to transitioning to the financial services industry in 2017. He holds a Bachelor’s of Science in Business Administration from the University of Texas at Dallas (UTD)....

Kristi Denham brings over 11 years of customer service experience and 4 years of financial industry experience to the Jal Dennis Group. She has experience assisting clients with the administration of their portfolio and is now our...

Derek Draper joined the Jal Dennis Group in the fall of 2019. He spent over 26 years in the local church, serving in several pastoral capacities. In college, Derek played football for the Baylor Bears and has a Bachelor of Arts degree...

Rhonda McDowell joined the Jal Dennis Group in 2011, where she focuses on client care and administrative support. She plays a key role in ensuring an enjoyable experience for each client interacting with our team, by phone or in person...

When you first contact our office, you will instantly be greeted with a warm smile and a pleasant introduction. Regina Smith will certainly make your first impression of the Jal Dennis Group very memorable. She joined the group in 2016...

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...