Cindy Lindeman

Wealth Management Assistant

Bachelor of Business Administration in Accounting
Lamar University, Beaumont, TX

Areas of Expertise

Business Succession Planning
Estate Planning
    Cindy earned her Bachelor's Degree in Business Administration - Accounting from Lamar University in 2003. She joined Edgar, Kiker & Cross PC in 2004 after a 16 year teaching career and was with us until 2007 overseeing our financial services administration. After a two-year return to teaching, Mrs. Lindeman re-joined the firm in June 2009 as our Wealth Management Assistant and passed the FINRA Series 7 and 66 exams in 2012.  


    * Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency.

    Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

    The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

    This information is not intended as tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.


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