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V.E.
“Gene” Lambert, CFP®, CDFA™ and William D. Rusch, CFP®, CDFA™ are the founding Principal Members
of Financial Crossroads Group, LLC which educates and assists individuals, couples and attorneys in addressing the financial
decisions that must be made as they go through the divorce process.
As
CFP®, CERTIFIED FINANCIAL PLANNER™ professionals, CDFA™, CERTIFIED DIVORCE FINANCIAL ANALYSTS
™, Gene and Bill have collectively more than 30 years experience in the financial services field. Each
of these credentials requires the completion of a rigorous initial training program, adherence to a strict ethical code of
conduct and continuing education on relevant issues. Gene and Bill have the following Securities Licenses
and Insurance Licenses: (Gene) Series 7, 24, 53, 63, 65, Florida Life, Health & Variable Annuities, (Bill) Series 7, 24,
63, 65, Florida Life, Health & Variable Annuities.
Carlton Harrison, CFP®, CDFA™, is
a graduate of Florida State University with a Bachelor of Science degree in Accounting. He holds the Series 7, 63, and
65 securities licenses, as well as, Florida Life, Health & Variable Annuities license. His work experience
includes positions with Deloitte & Touche and Ernst & Young.
We work with individuals, couples and attorneys as a Team Member providing important information from
the data supplied by the clients to prepare Financial Scenarios as they go through the process of Mediation, Arbitration or
Collaborative Divorce. In addition to providing the Financial Scenarios, we can serve as an expert witness
in a court proceeding should the occasion arise.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial
Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP
Board’s initial and ongoing certification requirements.
 Founding Principals, V.E. (Gene) Lambert, CFPâ,
CDFA™ (left) and William D. Rusch, CFPâ, CDFA™ (right) , Carlton Harrison, CFPâ, CDFA™(below)
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