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 and also grew a tax preparation service business over 9 years with an annual average growth rate of 16% per year. 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 grown the minister customer base on average 24% per year. He serves on various ministry teams at his church. He has a high respect for ministers, ministry staff, their families and their ministries and enjoys any opportunity to serve them. Jeremy along his wife, Patrecka, his son, Jesh, his daughter, Seydah True and his second daughter, Ellie Cloud, live in Flower Mound.
Christopher R. Wells | CFP® | 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, and obtained the CFP® designation in 2017. Chris loves to connect all the pieces of your personal finance situation for your overall flourishing. When he’s not working with clients, he enjoys volunteering and leading worship with his wife, Lindsey. He, Lindsey, and his daughter Ellie live in Grapevine, TX and attend The Village Church – Southlake.
Floyd is a native Texan with a Bachelor of Business Administration degree in Accounting from the University of Texas at Arlington and is a Certified QuickBooks® ProAdvisor. He has acquired valuable skills with over 35 years of bookkeeping experience in the dry cleaning, home remodeling, printing, publishing and income tax franchise industries. As a senior manager, he successfully supervised payroll, accounts payable and accounts receivable. Skilled at organizing efficient and prompt monthly closes to producing accurate and timely financial statements. In addition, he provides insightful business information useful in helping businesses to grow, become more efficient and successful.
Chrislyn Lowery is a Certified QuickBooks ProAdvisor. She began her career working in Corporate America as a Purchasing Agent and Contract Administrator, working with vendors to set up annual contract agreements. She worked at Gulfstream Aerospace for 15 years before she was called to leave the Corporate environment to work in Ministry. Chrislyn worked for a local church in the Newcomers and Adult Ministry for 5 years. She then began working for a Missions organization in 2009 as their Finance and Human Resource Manager. In 2016 Chrislyn felt the urge to start her own business working as a Bookkeeper and HR Specialist. She has 20 years of Corporate Business Experience, 15 years of Non-Profit Business Experience, 10 years of QB Experience. When she is not working with clients, she enjoys spending time with her 3 adult children, 2 grandchildren and husband of 31 years Ken. Chrislyn attends The Village Church in Flower Mound.
Jeremy, Chris, Floyd, Chrislyn and Sudha bring their experience, expertise and passion together in MASTER PLAN TAX SERVICES to live out the Master’s Plan by serving you, your staff and your financial needs.