Broker Check

Our Team

Andrew Lambertson


(209) 408-0039

Andrew specializes in working with professional teams to assist clients in developing unique tax-saving strategies. As a nationally recognized expert, Andrew provides training for CPAs and Attorneys on Structured Installment Sale strategies and Qualified and Non-Qualified retirement planning. He has been called upon to work with owners and companies around the country to design and implement cutting edge solutions for their firms.

Andrew was born and raised in the San Francisco Bay Area and graduated from San Francisco State University. He has four children and two grandchildren, and he currently resides with his wife Carrie in Modesto, CA. They enjoy traveling and exploring the world together, love all things Disney, and share a passion for children with special needs.

Bruce Jaffe

VP Marketing and Business Development


Bruce focuses on building long-term relationships with key fiduciary advisors including tax accounting professionals, attorneys and brokers. He has a background in finance and marketing communication. Bruce served as Manager of Capital Planning at CBS Television Network, Betacam Division Controller at Ampex, and CFO for Videssence. He transitioned into marketing communication with Image Alchemy, where he was an awarding writer, producer and editor.

Bruce lives with his wife in Irvine, California, where he gets to explore his passion for bicycling. He has been involved in media outreach for the Make-a-Wish Foundation, the Alzheimer’s Association and HomeAid America.

Bruce is not affiliated with Founders Financial Securities, LLC