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 nearly 20 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® | 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. 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.
Bookkeeper | QuickBooks® ProAdvisor
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.
Bookkeeper | QuickBooks® ProAdvisor
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.
Sudha is a tax consultant with over 5 yrs of experience in the tax preparation industry. 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. Sudha and her husband have been married for 23 yrs and lives in Flower Mound with their two boys. Her greatest joy is spending time with family and friends.
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. In his free time he enjoys playing billiards and recreational basketball. Michael lives in Lewisville and attends RockPointe Church.
Bookkeeper | QuickBooks® ProAdvisor | Office Admin | Tax Specialist
Teresa Hill began her career administering Pension and 401K Plans for a large corporation. After having her first child, she worked as a Benefits Consultant for a corporation after they filed for bankruptcy during a conversion of their retirement plans. She then worked for a small non-profit where she served in various roles including Finance, Payroll and Human Resources Administration as it grew into a large organization. She has over 20 years accounting and non-profit experience. She is a certified QuickBooks® ProAdvisor. Teresa has been married to her husband, John, for 34 years and has two daughters, Megan and Sarah. Teresa enjoys watching Hallmark movies in her free time and attends Gateway Church in Southlake with her family.
Jeremy, Chris, Floyd, Chrislyn, Sudha, Michael and Teresa 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.