Jeremy Andries, CFP®, EA, MSA

Partner/Operator at Master Plan Tax Solutions
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Contact Information
us****@****om
(386) 825-5501
Location
Dallas-Fort Worth Metroplex

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Bio

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Experience

  • Master Plan Tax Solutions
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Partner/Operator
      • Mar 2018 - Present

      Flower Mound, Texas We serve individuals, families, businesses and organizations and their income tax filing, tax planning and IRS representation needs.

  • Flourish Financial Planning
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Partner | Tax Specialist
      • Jan 2020 - Present

      Grapevine, Texas

  • Master Plan Bookkeeping
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Partner/Operator
      • Mar 2018 - Jun 2023

      Flower Mound, Texas

  • Master Plan Financial Advisers
    • Principal/Partner/Investment Adviser Representative
      • Aug 2018 - Jan 2020

      Flower Mound, Texas One-Time Planning | Ongoing Financial Planning | Investment Asset Management

  • GuideStone Financial Resources
    • United States
    • Financial Services
    • 400 - 500 Employee
    • Broker-Dealer/Registered Investment Adviser Ops Mgr at GuideStone
      • Apr 2012 - Jun 2018

      Dallas/Fort Worth Area Assist registered representatives of the Broker-Dealer (BD) and advisors of the Registered Investment Adviser firm (RIA) with tools and resources in their daily operations to serve participants with their investing needs. Also, assist principals of the BD and the RIA in supervising their registered representatives and advisors.

    • Customer Solutions Senior Manager
      • Oct 2011 - Apr 2012

    • Customer Solutions Manager
      • Oct 2008 - Oct 2011

    • Customer Solutions Specialist II
      • Apr 2006 - Oct 2008

    • Customer Solutions Specialist I
      • Oct 2004 - Apr 2006

  • Andries Tax Service
    • Owner/Operator
      • Jan 2009 - Mar 2018

      North DFW metro area Serve individuals, families and small business owners in preparing their federal and state income tax files.

  • Apartment Life
    • Real Estate
    • 100 - 200 Employee
    • CARES Team Member/Missionary
      • Jun 2014 - Jun 2016

      Flower Mound, TX Assist apartment management to build community, care for residents, and ensure residents are satisfied with their experience within the community. And live on mission to serve residents and point them to Christ.

  • Jackson Hewitt Tax Service Inc.
    • United States
    • Financial Services
    • 700 & Above Employee
    • Tax Preparer
      • Jan 2003 - Apr 2008

      Lewisville, Texas

  • Jackson Hewitt Tax Service Inc.
    • United States
    • Financial Services
    • 700 & Above Employee
    • Tax Preparer
      • Jan 2001 - Apr 2002

      Monroe, Louisiana

Education

  • Texas A&M University-Commerce
    Masters, Accounting with a concentration in Personal Financial Planning
    2010 - 2013
  • University of Louisiana Monroe
    Bachelors, Business Administration - Mgmt/Mktg
    2000 - 2001
  • Louisiana State University-Alexandria
    Associates, Business Administration
    1994 - 1997

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