Meet Our Team
Andy Plagens, CPA
Andy has worked in both public accounting and private industry for over 30 years. Since 2011, he has been the owner of the firm. His experience includes working with businesses at all stages. He has a bachelor’s degree in accounting from Ouachita Baptist University. Andy is married and has an adult son and daughter.
Ann Gadberry
Ann has over 30 years of experience in various aspects of administration. Her primary focus is client service and audit administration. Prior to joining our staff, she worked for an accounting firm in Dallas for over 25 years. Ann has two adult children and enjoys competitive running.
Charlie Wetzel
Charlie has several years of experience in various working roles. He is completing his degree at the University of North Texas in accounting. Before Charlie joined our staff, he worked at a computer hardware company. Charlie enjoys listening to music and golfing.
Cindy Breen
Cindy has over 30 years of experience in various aspects of accounting and client service. Her primary focus is on client accounting. Before Cindy joined our staff, she worked for a local family office and a regional bank. Cindy is married and has two adult daughters.
Janie Harbour
Janie worked as an intern for the firm for three summers before joining on a full-time basis in 2022. She completed her master's degree in accounting at Abilene Christian University and is preparing for the CPA exam.
Jeff Laman
Jeff has over 25 years of experience in various aspects of accounting, technology, and administration. His primary focus is technology systems implementation and client accounting. He has a bachelor’s degree in accounting from Ouachita Baptist University. Jeff also has a master's of business administration (MBA) degree from Georgia State University in Information Systems. Prior to joining our staff, Jeff served in a complex role with a Fortune 100 company. Jeff is married and enjoys running, spending time with friends, and traveling for barbecues and college football.
Julie Roehrs
Julie has over 30 years of experience in various aspects of accounting, and she works part-time. Her primary focus is on client accounting and tax. Before she joined our staff, Julie worked for an accounting firm in Lincoln, Nebraska. She received her associate's degree in accounting from the Lincoln School of Commerce. Julie has two adult daughters and one grandchild.
Lisa Castro
Lisa has over 30 years of experience in various aspects of administration and accounting. Her primary focus is client accounting. She has a bachelor's in accounting and management from the University of Texas at San Antonio. She also has a master's degree from Tarleton State University. Before Lisa joined our staff, she served as a senior accountant for several industries, as well as accounting roles at several universities. Lisa is married and enjoys listening to music, reading, and traveling.
Marilyn Hicks
Marilyn has over 40 years of experience in various aspects of accounting and administration. Her primary focus is on client accounting, tax, and firm administration. Marilyn received her accounting degree from the University of Texas at Dallas. Marilyn enjoys reading.
Sherry Vega
Sherry has over 30 years of experience in administration and accounting. Her primary focus is on client accounting. Before joining our staff she spent 15 years in various roles of increasing responsibility with a manufacturing company in Dallas, Texas. Sherry has a degree in accounting from the University of Texas at Dallas. Sherry is married and has two adult daughters and one grandchild.