THE APPROPRIATE FIRM FOR YOU

Edgar, Kiker & Cross is the premier CPA and consulting firm of the Southeast Texas area. We will help with personal financial issues, individual or corporate tax returns, retirement, estate or college planning and more.

Audit, review, and compilation of financial statements, special financial reporting for governmental entities, personal or business loan applications, strategic planning and cost management studies are only a few of the specialized services we provide at Edgar, Kiker & Cross.

In addition, we have created EKC Advisors, LLP and EKC Financial Group, LLP to allow us to offer a complete line of financial services to meet your needs. EKC Advisors, LLP was formed as our financial services entity. EKC Financial Group, LLP was formed as a Registered Investment Adviser with the state of Texas to enable us to provide fee-based financial planning services.

A long-term working relationship between you and your CPA can offer you an informed, consistent approach to personal and business financial issues. Edgar, Kiker & Cross has offered and performed these functions for our clients for nearly a half a century. Our competence and integrity are at work for our clients' future.

PARTNERS IN YOUR SUCCESS

The shareholders of Edgar, Kiker & Cross are some of the most respected financial consulting advisors in Southeast Texas. Each brings to bear impeccable credentials in education, career experience and public service. Their joined forces provide the individuals and businesses of this area the finest, most comprehensive accounting and financial advisory team possible.

Their associates and full complement of support staff also bring to the firm outstanding records of achievement in all areas of accounting, tax and financial management. Corporations, small businesses and individuals turn to the people they can trust for the right advice; Edgar, Kiker & Cross.

TRANSFORMING VISIONS INTO REALITY

Creating a vibrant and viable future.
Professional services provided by Edgar, Kiker & Cross, PC, EKC Advisors, LLP and EKC Financial Groups, LLP benefit individuals and businesses alike. Translating complex information into critical knowledge is the first step in navigating the changing conditions of the marketplace. Within our three entities we bring to the visioning process our extensive backgrounds and ongoing experience in finance, business and tax consulting to help anticipate and create opportunities for our clients. Our shareholders and staff are committed to continuing education and the process of life-long learning, building on our experience and keeping abreast of the trends for the future.

Our firm provides broad-based understanding of individual and business issues and can tailor a financial curriculum to fit any need. As our heritage of personal commitment to our clients' needs grows, so does our resolution to communicate the total picture with clarity and objectivity.

OUR MISSION

OUR HISTORY

When our founder, Wm. Tim Edgar, CPA, first began his public practice in 1952 representing Paul Cormier and the Orangefield business of Paul Cormier Well Service, a tradition of trust was born. Their mutual admiration of honesty and integrity led to a profitable relationship that has matured into a close, personal friendship of over 50 years. Today, Mr. Cormier remains a highly valued client and his successes have been credited, in part, to the service, care and attention of Edgar, Kiker & Cross. From that beginning, our firm has continued to grow by consistently delivering excellent service and finding ways to demonstrate a personal interest in clients' affairs, taking time to understand their needs. From the manual detail posting of ledgers in pen and ink to high-speed information systems with remote access, a lot of change has taken place. But some things remain consistent: our intent to provide the very best service possible and our desire to attract clients of good moral and ethical fiber who value our professional service.The partners of Edgar, Kiker & Cross are some of the most respected financial consulting advisors in Southeast Texas. Each brings to bear impeccable credentials in education, career experience and public service. Their joined forces provide the individuals and businesses of this area with a comprehensive accounting and financial advisory team. Their associates and a full complement of support staff also bring to the firm outstanding records of achievement in all areas of accounting, tax and financial management. Corporations, small businesses and individuals turn to the people they can trust for the right advice: Edgar, Kiker & Cross.

SHAREHOLDER PROFILES

Nathan H. Cross, CPA * BBA, Lamar University

Mr. Cross began his career in public accounting after military service and a short career with Entex. He joined the firm as an associate in 1971 and became licensed three years later. In 1975, he was made full partner and later formed Edgar, Kiker & Cross, CPA's in 1982. Mr. Cross is currently the managing shareholder of the firm. He provides accounting and consulting services to many area businesses. His tax planning practice includes corporations, partnerships, individuals, estates and trusts. He holds Series 7*, Series 65* and Series 63* securities licenses and a Group I Life, Health and Accident insurance license. He has previously served the Texas Society of Certified Public Accountants as Southeast Texas Chapter president and on the Professional Ethics Committee. He is a member of the American Institute of CPAs. He is active in the Beaumont Chamber of Commerce and an active member of Woodland Baptist Church in Beaumont, serving as a deacon and a Sunday School teacher. He also serves on the boards of Samaritan Counseling Center of Southeast Texas and Leadership Southeast Texas, Inc.

Mr. Brown began his accounting career with Edgar, Kiker & Cross in 1981 and became a partner with the firm in 1991. The Texas State Board of Public Accountancy licensed him to practice as a Certified Public Accountant in 1987. He is a member of the American Institute of Certified Public Accountants. Mr. Brown serves on the Executive Board of Texas Society of Certified Public Accountants and on its Finance Committee. He is a former president of the Southeast Texas Chapter of TSCPA (1995-96), which received the Outstanding Chapter Award during that year, and presently serves as Chapter Public Affairs Chair. His practice includes business valuation services and consulting for family owned businesses as well as providing tax and estate planning for individuals. He holds Series 7*, Series 65*, and Series 63* securities licenses. Mr. Brown has experience in auditing business enterprises, nonprofit organizations, school districts, municipalities, and other governmental entities. Mr. Brown, a member of the American Society of Appraisers, is progressing towards accreditation in Business Valuations. Mr. Brown is a member of the Rotary Club of Beaumont. In 1995, the Southeast Texas Chapter of the TSCPA selected Brad as the CPA of the Year.

Bradley D. Brown, CPA * BBA, Lamar University

Robert T. Edgar CPA, CFP® * MPA, University of Texas at Arlington

Mr. Edgar has practiced public accounting since 1982 and became a partner with the firm in 1987. He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 1994. In addition, Mr. Edgar holds Series 7*, Series 65* and Series 63* securities licenses and a Group I Life, Health and Accident insurance license. He specializes in business and personal financial reporting and planning, wealth accumulation, business succession planning, estate, business profitability and tax planning. Mr. Edgar is a member of the Personal Financial Planning Section of AICPA and is a member and past president of the Southeast Texas Estate Planning Council. He is a member of the Rotary Club of Beaumont and serves as youth leader and an usher at his church, Cathedral in the Pines.

Mr. Kiker has practiced public accounting since 1957 and became licensed as a CPA in 1962. He became a partner with Wm. Tim Edgar in 1963, forming the firm Edgar and Kiker, Certified Public Accountants. His clientele includes area family owned businesses, farms and ranches. He provides tax and consulting services to individuals, trusts and estates. He has served in leadership positions in many civic and professional associations including the YMBL, Chamber of Commerce, Knights of Columbus, Independent Cattlemen's Association, Federal Land Bank Association of Dayton, CALA - Beaumont and St. Mary's Church in Fannett. Mr. Kiker is a member of the American Institute of CPAs, the Texas Society of CPAs, and a past president of the Southeast Texas Chapter of TSCPA.

Charles A. Kiker, Jr., CPA BBS, Lamar University

Gary L. Zimmerman, CPA BBA, Lamar University

Mr. Zimmerman has practiced public accounting since 1977 and became licensed by the Texas State Board of Public Accountancy in 1983. He became a partner with the firm in 1987. He specializes in providing accounting and tax services to businesses and individuals involved in oil and gas, farming, ranching, manufacturing, construction and retail. He is a consultant to area businesses and associations on information technology applications and is a certified Novel Network Administrator. Mr. Zimmerman has a unique combination of practical and technical experience gained from auditing local governmental entities and school districts. He is the firm's director of professional education and training. Mr. Zimmerman is a past president of the Southeast Texas Chapter of the Texas Society of Certified Public Accountants and is a member of the American Institute of CPAs. He serves his church as a deacon and Adult Bible Studies Leader. Also, he is the current Treasurer of the Beaumont Public Schools Foundation, Inc.

Mr. Frank began his accounting career with Theobald & Edgar, CPAs upon graduation from Lamar in 1962. In 1967, The Texas State Board of Public Accountancy licensed him as a Certified Public Accountant. In 1981, Mr. Frank left a ten-year career as controller with Servomation Corporation in Beaumont, to join Arthur Greenspan as a principal in Arthur Greenspan & Co., P.C. In 2002, the merger of Edgar, Kiker & Cross, LLP and Arthur Greenspan & Co., P.C., each a highly respected firm recognized for 50 years of practice, formed Edgar, Kiker & Cross, PC. Mr. Frank’s 30-year career in public accounting has been primarily tax oriented with services provided to area businesses and individuals to include ERISA audits, audits of financial institutions, write-up services provided to businesses and professional firms, and tax planning and return preparation for individuals, trusts, corporations and partnerships. Mike has been an active leader in professional and community affairs having served the Southeast Texas Chapter of the Texas Society of Certified Public Accountants as president, the Young Men’s Business League as Rodeo Chairman, Fair Chairman, and President. Mike also serves on the Fire Museum Board, the Magnolia Cemetery Board and on the Lamar University College of Business Advisory Council.

Ellis M. (Mike) Frank, CPA BBA, Lamar University

Charlotte M. Jungen CPA, CFP® * BBA, Lamar University Summa Cum Laude

Ms. Jungen began her accounting career in 1997 and she became a shareholder of Edgar, Kiker & Cross in 2007. The State Board of Public Accountancy licensed Ms. Jungen in 1998 and she attained the CERTIFIED FINANCIAL PLANNER™ certification in 2005. In addition, she holds a Texas Group I Life, Health and Accident insurance license as issued by the Texas Department of Insurance and Series 7* and Series 66* securities licenses. Ms. Jungen specializes in business and personal financial reporting and planning, wealth accumulation, business succession planning, estate, business profitability and tax planning. Ms. Jungen is on the Board of the Southeast Texas Chapter of TSCPA. In addition, she is a member of the American Institute of CPAs and the Southeast Texas Estate Planning Council. She is also a lifetime member of the Honor Society of Phi Kappa Phi.

* Securities offered through 1st Global Capital Corp. Member FINRA/SIPC. www.finra.org. We have individuals licensed to offer securities in the states of Texas and Alabama. This is not an offer to sell securities in any other state or jurisdiction. Investment advisory services including fee based asset management accounts held through NFS, LLC are offered through 1st Global Advisors, Inc. All other financial planning services are offered through EKC Financial Group, LLP. EKC Financial Group, LLP is not affiliated with 1st Global Capital Corp.