Meet Our Team

Jal Dennis
Principal | Jal Dennis Group

Jal Dennis is the principal and founder of the Jal Dennis Group, an independent wealth planning and investment management firm located in Wylie, TX. For more than 15 years, he has served the financial and investment planning and wealth management needs of individuals, business owners and their families in Texas and in most other states.

Both business and personal wealth management clients rely on Jal for advice across the full spectrum of their wealth management needs, including retirement, estate planning, investments, life and long-term care insurance and tax strategies. His philosophy centers on serving his clientís needs in the same manner and with the same level of integrity and trust he brings to financial decision-making for his own family. As a result, he has forged lasting relationships with clients he considers family and friends.

As an LPL Financial Registered Principal, Jal is responsible for the management and oversight of an Office of Supervisory Jurisdiction (OSJ), including supervision of all advisors affiliated with the OSJ. He holds his FINRA securities registrations with LPL Financial and multiple state insurance licenses.

Before founding the Jal Dennis Group in 2008, he enjoyed a successful career as a financial advisor and branch manager with Edward Jones where he was recognized among the firmís top advisors nationwide, based on quality of practice and assets under management.

Trace Dennis
LPL Registered Asst. | Jal Dennis Group

In 2014, Jal's son, Trace, joined the group. Trace is a U.S. Marine Corp veteran of the Iraqi war, earned a Bachelor of Business Administration in Accounting from the University of New Mexico, and holds the Series 7 and Series 66 registrations with LPL Financial. He finds the field of finance interesting and exciting and is enjoying both providing customer service and guiding the office with administrative tasks.

Joy Roper
Office Manager | Jal Dennis Group

Joy Roper has worked with Jal Dennis for more than a decade. She enjoys interacting with the firmís clients and finds it both personally and professionally rewarding to play an integral role in helping clients resolve the financial challenges they face as they plan for the future. Over the years, the relationships she has developed with many of the firmís clients have blossomed into close, personal friendships. Our clients appreciate her proactive approach to anticipating their needs and her attention to detail.

Joy is proficient in all aspects of office operations and administration, including client servicing, trade processing, data management and maintaining compliance across all aspects of the practice. She holds her FINRA securities registrations with LPL Financial. Joyís knowledge and experience working directly with the firmís broker/dealer and other financial partners helps to facilitate client needs and inquiries. Her efforts ensure a smooth, efficient and enjoyable experience for our clients.

Rhonda McDowell
Admin. Assistant | Jal Dennis Group

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.

Rhonda is responsible for facilitating client inquiries, scheduling client meetings and maintaining Jalís calendar, along with a host of other administrative duties. She also assists with new account set-up and maintenance, preparing client reports and database management. Our clients and team members appreciate Rhondaís dedication to meeting their needs in a consistently friendly, welcoming and efficient manner.