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 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 and 3 kids live in Copper Canyon.
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Christopher R. Wells | CFP® | CKA® | MS
Partner
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 daughters Ellie and Eden live in Bedford, TX and attend Beacon Church, a church plant in Bedford.
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Amy Ferrara
General Manager
Amy is the General Manager of Operations at Master Plan and has a wide range of experience working with business owners and clients. She is a native Texan and her family has been in the Lewisville area for generations. She has a love for accounting and administration. She is dependable and highly organized with excellent attention to detail. Amy and her husband, Dominick, have been married for 10 years. They have 2 young children, Luke 7 and Abbey 4. Her greatest joy is spending time with family and friends. Amy lives in Lewisville and is very involved in church at Valley Creek Lewisville.
Melissa Williams
Office Administrator
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. Melissa is a native of Missouri, but has embraced the Texas life! She lives in Aubrey with her husband and son.
Michael Lawrence
Tax Manager
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.
Preston Harris, EA
Tax Specialist II
Preston is a native Texan, passionate about serving others. He earned a Bachelor of Administration in Accounting from Texas Tech University 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 started his tax career in the restaurant industry for a national chain. Outside of helping clients with their taxes, Preston is mostly spending time with his wife, Madison and son, Elias, or serving as an audio engineer at Valley Creek- Lewisville.
Sudha Chinthamreddy
Tax Specialist
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.
Holly Dyer
Tax Specialist
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. Holly is happily married with 2 kids. She enjoys watching her children play their various sports and spending time in the
pasture with her husband tending to cattle.
Teresa Hill
Bookkeeping Manager | QuickBooks® ProAdvisor
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.
Christina Lawrence
Bookkeeping Specialist II | Payroll Specialist | QuickBooks® ProAdvisor
Christina is a bookkeeper with over 5 years of experience. She is originally from California, where she graduated from Biola University. Her love for serving others and attention to detail led her to first become a bookkeeper for both a church and a ministry in the Pacific Northwest. She has resided in Texas since 2010 and is excited to help new individuals and businesses with their financial needs. Christina, along with her husband Tony, children Jayden and Sydney, lives in Flower Mound. They love traveling, being active in their community, and are involved in youth sports, especially baseball.
Ashley Vanek
Bookkeeping Specialist | Payroll Specialist | QuickBooks® ProAdvisor
Ashley Vanek brings 8+ years’ experience in management and bookkeeping in the Oil & Gas Industry and Rebar Manufacturing & Construction Industry. She is very efficient at detail. A Native Texan, she resides in North Central Texas. Her greatest accomplishments are her three children. She has a passion for helping people and greatly values family time.
Mary Wilkinson
Bookkeeping Specialist | Payroll Specialist | QuickBooks® ProAdvisor
Mary Wilkinson is a Certified QuickBooks ProAdvisor. She has 10 years of experience in early childhood education. She is a dedicated worker, a quick learner, and detail oriented. She considers herself a life-time learner, and enjoys challenging herself with new things. She is married to her husband Cole, and together they have two boys, Levi and Evan. In her free time, Mary enjoys serving at her church, Valley Creek, playing board games, and taking walks.
Debora Koja
Bookkeeping Specialist | Payroll Specialist
Born in Denton and raised in Monroe, La., Debora moved back to Texas in the 90’s to begin her professional career. She has over 20 years of experience in the Administrative and Accounting fields. Debora has a love of numbers, a passion for people and undertaking new tasks. She and her husband James, have two wonderful teenage children, Colin and Zachary.
Ashley New
Bookkeeping Specialist | Payroll Specialist
Ashley is a devoted mother of 3. She has a vast background in Project Management and Administration. She is a native Texan and her and her daughters are involved in many activities with their home church, Valley Creek.
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Ashley Milburn
Bookkeeping Specialist | Payroll Specialist | QuickBooks® ProAdvisor
Ashley worked in ministry for 5 years for a Non-Profit Organization and a Church. She served as the Secretary for Christian Life Center Church managing daily operations, coordinating events, assisting in budget planning, and finances. She has also worked as a Paralegal organizing and recording data, as well as maintaining client relationships. She has a servant’s heart and the gift of administration with excellent attention to detail.
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.
Services We Offer!
TAX PREPARATION SERVICES | BOOKKEEPING AND PAYROLL SERVICES | IRS REPRESENTATION SERVICES