Find Your Peace of Mind
Our mission is shaped by real-life experience and a deep understanding of how financial decisions impact families through every stage of life.
Lauren and I
were introduced by mutual friends while we were in college—me in Los Angeles
and her in Fresno. For years, we made a five-hour commute every other weekend.
After two years of dating and two years engaged, we married in 2011 and moved
to Syracuse, New York, so Lauren could pursue her doctorate in audiology.
While she
was in school, I worked for Enterprise Rent-A-Car and studied for the LSAT.
During that time, the loss of my father and grandmother deeply affected me and
led to a serious health diagnosis at the age of twenty-seven. As I focused on
recovery, Lauren worked part-time at MetLife, where she met our now mentor,
Vicki Brackens. She introduced us to the financial services industry—an
experience that would ultimately shape our future.
In 2014, we
returned to California, where Lauren joined Raymond James and I focused on
restoring my health. By 2017, I had fully recovered, we welcomed our first
daughter, Beverly, and I began my career with Northwestern Mutual in Los
Angeles, commuting during the week while our family remained in Fresno.
That same
year, our plans shifted when my mother was seriously injured and diagnosed with
stage four bone cancer. Shortly after relocating her to Texas for family
support, we experienced another devastating loss when Lauren's father passed
away suddenly. During this time, Lauren was pregnant with our second daughter,
Violet.
Despite
these hardships, we remained rooted in our faith and committed to moving
forward. We relocated to Dallas, Texas, to be closer to my mom and create
stability for our growing household. We were blessed with meaningful time
together before my mother passed in 2021, and we have since built a life in a
community known for strong schools and local leadership.
Today, we
are proud to be part of a firm in Dallas, Texas, serving individuals and
families with a focus on risk management, and long-term financial security. Our
mission is shaped by real-life experience and a deep understanding of how
financial decisions impact families through every stage of life.
We are
grateful to serve our clients, support our community, and continue growing a
business built on integrity, service, faith, and execution.
James Booker
is a registered representative of and offers securities and through MML
Investor Services, LLC. Member SIPC (www.sipc.org). OSJ 14241 Dallas Parkway,
Suite 1200, Dallas, TX 75254 (972) 348-6300
CA Insurance License #0L73253