Jeremy Andries | EA | CFP® | MSA
Managing Member | Partner
Jeremy enjoys assisting businesses and individuals with their finances in minimizing costs and maximizing net savings in an efficient and effective manner. Jeremy attained a Bachelor of Business Administration degree from the University of Louisiana in Monroe and a Master’s of Science degree in Accounting from the Texas A&M University in Commerce. He is also a CFP® professional and as an Enrolled Agent with the IRS he has the ability to represent individuals and businesses before an IRS audit or tax court. He served with GuideStone Financial Resources from 2004 to 2018 with the latter 6 years serving as Operations Manager of GuideStone’s registered investment adviser firm and assisted the advisors and planning department to grow the department’s advisory investors to over 17,000. He and his family also served two years with CARES/Apartment Life, a domestic missionary organization in the apartment community sector. Jeremy is a second generation tax preparer, having taken a keen interest in taxes when as a kid he would eagerly watch his dad prepare taxes; he has been preparing taxes since 2001. He loves serving individuals, families and small businesses in all things Tax! He especially enjoys working with ministers and has training and knowledge in the area of ministerial taxes – a complex and challenging area of the tax law. He has a high respect for ministers, ministry staff, their families and their ministries and enjoys any opportunity to serve them.
Christopher R. Wells | CFP® | CKA® | MS
Chris is a CFP® professional with a goal of empowering Christian Families, Pastors, and Gospel-centered Business Owners to connect their personal finances to what brings them joy and brings God glory. Chris has his Bachelor’s degree from Baylor University in Personal Financial Services, his Master’s of Science degree in Personal Financial Planning from Kansas State, obtained the CFP® designation in 2017 and the CKA® designation in 2020 (Certified Kingdom Advisor). Chris loves to connect all the pieces of your personal finance situation for your overall flourishing.
As the Office Admin here at Master Plan, Melissa is the backbone in the office, keeping things running smoothly. You will speak with Melissa when calling the office, scheduling appointments, and sending general emails.
Michael is a tax specialist with a passion for numbers and technology. Born in Kansas and raised in Texas, he graduated from the University of North Texas with a Bachelor’s in Business Administration in Accounting. He enjoys working with people to help save money and stress on taxes and finances.
Sudha is a tax consultant with experience in the tax preparation industry since 2016. She is originally from India and holds a Master’s degree in Mathematics. Her love for numbers and finances makes her enjoy doing taxes. She is dependable and highly organized with excellent attention to detail.
Holly is a tax specialist with great attention to detail who takes pride in her excellent customer service. She has experience in many different professions, from matching machinists with jobs in nuclear plants to 8 yrs in public education. She strives to do the best job possible with any task put before her.
Our team brings its experience, expertise and passion together in MASTER PLAN TAX SOLUTIONS to live out the Master’s Plan by serving you, your staff and your financial needs.