By Annette Brooks
The Jal Dennis Group has been helping clients achieve financial stability and growth and safeguarding their financial future for over a decade. Regardless of the market dynamics—bear, bull, sideways—their solid strategy, thoughtful insights, and team approach to financial services remains unchanged.
“We closely manage our accounts and take a tactical approach to asset allocation while keeping the big picture in mind,” says Trace Dennis, a Jal Dennis Group principal. Trace, Jal’s son, is a U.S. Marine Corps veteran of the Iraqi war with a Bachelor of Business Administration degree in accounting.
A Team Approach
The Jal Dennis Group is all about teamwork, with each team member contributing their own expertise. In addition to Trace and Jal, the firm has three talented advisors. Every account is assigned two advisors to help ensure clients receive a consistently superior level of customer care, regardless of their portfolio size.
“We’re growing with the community and have added to our team to continue to provide the level of client service we’re known for,” says Trace, who holds a Chartered Market Technician (CMT) designation. “I think our team is the best-of-the-best!”
Demond Dawkins is a pastor as well as an LPL Financial Advisor/Insurance Specialist. He worked in banking for 25 years before joining The Jal Dennis Group three years ago. Medicare is one of his areas of focus. Kristi Denham, AAMS (Accredited Asset Management Specialist) joined the team a year ago. Kristi serves small businesses and has a special interest in providing customized financial solutions for female clients.
Meet the Newest Team Member
Derek Draper spent more than 26 years in the local church, serving in several pastoral capacities. After earning a bachelor’s degree from Baylor University, playing football for the Baylor Bears, he completed a Master of Divinity from Southwestern Baptist Theological Seminary. He went on to earn a Doctor of Ministry from New Orleans Baptist Theological Seminary. Wanting to help people manage their finances and give a biblical understanding of wealth and possessions, Derek went through and led “Financial Peace University” and “I Was Broke. Now I’m Not” classes while serving in the church. He holds the General Securities Representative (Series 7) and the Uniform Combined State Law (Series 66) registrations with LPL Financial.
“We believe there’s strength and value in a faith-based approach to investing,” says Trace. “Demond and Derek bring a unique perspective to financial services that many of our clients seek.”
The Jal Dennis Group Wins 2020 Living Magazine Best Of Award
Garnering a sought-after Living Magazine Best Of award in the Richardson/Murphy market for best financial service, the Jal Dennis Group is committed to serving their clients and the community, and it shows. In addition, LPL Financial has recognized the Jal Dennis Group multiple times for outstanding customer service in helping clients pursue their financial goals, a designation awarded to less than five percent of the firm’s approximately 16,000 advisors nationwide. The Jal Dennis Group has been named Best Wylie Financial Advisor/Broker for the last several years.
“We thank our clients for this show of loyalty and recognition,” Trace says. “While awards and accolades are always appreciated, the most important achievement for our team, and what we’re most proud of, is the trust, recommendations, and referrals we’ve earned from our clients.”
The Jal Dennis Group provides individual investors and small business owners with retirement planning and strategies to preserve and build their wealth through comprehensive financial planning and disciplined asset management. Whether you’re preparing for retirement, saving for your kids’ college or a vacation home, or want to save money on your taxes, the Jal Dennis Group is here to help.
601 Commerce Street
Wylie, Texas 75098