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 16 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 client’s 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 firm’s top advisors nationwide, based on quality of practice and assets under management.

Trace Dennis
LPL Financial Advisor | 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  assisting in portfolio management of both current and future clients. 

Trace is currently focused on his advancement and personal growth in the industry while his primary duties are investment research, portfolio development and maintenance, and advanced administrative tasks.

Outside of the office, Trace and his wife stay busy spending time with their daughter.

Joy Roper
Office Manager | Jal Dennis Group

Joy Roper has worked with Jal Dennis for more than a decade. She enjoys interacting with the firm’s 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 firm’s clients have blossomed into close, personal friendships. Our clients appreciate her proactive approach to anticipating their needs and her attention to detail.

Joy holds a B.A. in Finance from Amber University in addition to FINRA securities registrations through LPL Financial and is proficient in all aspects of office operations and administration, including client servicing, trade processing, and maintaining compliance across all aspects of the practice. Her primary responsibility is in handling and tracking Required Minimum Distributions (RMDs) throughout the year for clients 70 ½ and older. Joy’s knowledge and experience working directly with the firm’s 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.

During her downtime, Joy enjoys the world of nature and is partial to Pomeranians. Each year she and her husband provide for over 50+ hummingbirds.

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 along with a host of other administrative duties. She assists with new account set-up and maintenance, online account access, preparing client reports and database management. Our clients and team members appreciate Rhonda’s dedication to meeting their needs in a consistently friendly, welcoming and efficient manner.

Rhonda’s personal life centers around church and family. She and her husband along with her two children have participated in several mission trips, particularly to Latin and South America.

Regina Smith
Receptionist | Jal Dennis Group

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 and will guide you to the appropriate department of our organization.

Regina’s primary office duties include scheduling client meetings, maintaining the office calendar, and handling general account administration. Considered the ultimate team player in many ways, she strives to get the job done while doing it with a smile.

During her spare time, Regina enjoys spending time with her family and gardening on the weekends.