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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.
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)
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