Broker Check

Meet Our Team

Jal Dennis

Founder

972-429-0603

972-429-0458

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...

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Trace Dennis, CMT

Principal

972-429-0603

972-429-0458

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...

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Julia Thorman, CFP

Certified Financial Planner

972-429-0603

972-429-0458

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,...

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Demond Dawkins, AAMS, CKA

LPL Financial Advisor/Insurance Specialist

972-429-0603

972-429-0458

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)....

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Rhonda McDowell

Office Manager

972-429-0603

972-429-0458

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...

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Regina Smith

Administrative Associate

972-429-0603

972-429-0458

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...

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Caleb Parsley

Administrative Associate

Caleb Parsley is a financial services professional currently serving in an administrative capacity as he works toward full licensure. He earned his Bachelor of Business Administration in Finance from Dallas Baptist University,...
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