Scott Henvey, CPA
Scott is a CPA and native of Dallas, Texas. He received a BS and MS degree in accounting at Oklahoma State University. After graduation, he worked at a mid-size CPA firm that allowed him to experience a wide range of industries and personal clients. This facilitated his ability to solve business and individual tax situations by using a diversity of resources.
In August 2009, he left the CPA firm to start his own practice. His previous experience gave him the expertise to take a comprehensive approach to small businesses and their owners. He has a passion for helping businesses reach their next goal, whether the goal is getting off the ground, or the goal is selling the business to reward the owners for their years of hard work. His passion remains the same when working with individuals on their tax and financial needs. He provides every tax savings due to every client while executing a framework for their financial health. Scott gives professionalism and energy to the industry, and he is able to facilitate any need that his client may have.
Maurice La Verdure Jr., CPA
Maurice is a CPA with over 25 years of experience in tax and accounting. He began his career with Deloitte & Touche in Houston before venturing out to practice in Collin County for the past 20+ years. Maurice has extensive expertise working with businesses and individuals to help clients understand complex accounting and tax issues so they can turn his knowledge into value. Maurice believes in developing strong relationships and providing exceptional service to clients by having a commitment to quality, professionalism, responsiveness, and value. He grew up in Plano, Texas, graduated high school from Plano East Senior High and graduated college from Stephen F. Austin State University in 1989 with a BBA in Accounting.
Maurice currently resides in Allen, Texas with his wife Kristi, his two sons Grant and Grayson. He enjoys spending time at the beach or on Lake Texoma with his family and four dogs.
Kyle Walters, CFP, CPWA, CIMA
Kyle began his career over a decade ago providing clients with a comprehensive roadmap to meet their financial goals. He spends a considerable about of time on continuing education, attaining advanced designations from The Booth School of Business in Chicago and The Wharton School of Business in Pennsylvania. Kyle has been featured in the following:
-The Wall Street Journal
-Wealth Management Magazine
-Accounting Today
-CPA Trendlines
He’s also been interviewed on Fox News & NBC. An endless passion for entrepreneurship and helping others understand finance guides Kyle’s days, but the reason behind it all centers around maintaining and creating the best possible world for his two favorite girls ever: his wife, Jennifer and his daughter, Olivia. When he’s not spending time with his family or working, Kyle spends a fair amount of time hunting for spicy salsa around town and reading.
Paulina Walters, Integrator - Director of Operations
Paulina works closely with the managing directors, executive committee and staff to direct, manage, and oversee business strategy and firm-level projects that impact excellent client experience. Paulina earned her Bachelor of Science and Master of Science degrees in Personal Financial Planning from Texas Tech University. Prior to joining Atlas Wealth Advisors, Paulina worked in operations for two financial planning firms in the DFW area and gained recruiting experience from a national financial planning recruiting firm.
Paulina was born and raised in El Paso. She relocated to Dallas in 2014 to be with her husband, Stephen. Together they have a son, Noah, and two furry companions, Monster and Maverick. Paulina is an interior design hobbyist, coffee enthusiast, and enjoys authentic Mexican food.
Greg Mangelsdorf, CPA, CFP®
Greg earned his undergraduate degree in Business Administration and his Masters of Science in Accounting from Trinity University in San Antonio. Since 2007, Greg has managed tax compliance for high-net-worth individuals and closely held businesses in several large public accounting firms and provided financial planning services for ultra-high-net-worth families at a large multi-family office. Greg enjoys traveling and spending time outdoors hiking, camping, golfing and fishing. He is an avid sports fan who follows the Texas Rangers and the Dallas Mavericks. Greg lives in East Dallas with his wife, Amanda and young son, Theodore.
Omar Roman M.S., CFP®
Omar joins our team as a Financial Planning Associate. He is responsible for preparing and updating comprehensive financial plans, developing financial planning strategies, preparing tax returns, as well as overseeing full functionality and leveraging of the firm’s technology platform.
Omar graduated Magna Cum Laude from Texas Tech University, which has one of the top financial planning programs in the country, with his Bachelor of Science in Personal Financial Planning, Master of Science in Personal Financial Planning, and Graduate Certificate in Charitable Financial Planning. Omar has also successfully satisfied the all of the Certified Financial Planning Board of Standard’s rigorous requirements to become a CERTIFIED FINANICAL PLANNER™ certificant.
Tessa Wilkins, Executive Assistant
Tessa has a passion for providing exceptional customer service, which she delivers to our clients and our team with a big smile every day – even during tax season! What’s equally remarkable about Tessa is that she’s a technology whiz too, juggling multiple platforms and software tools with ease. Her experience as an IT Administrator and Operations Assistant, along with studies in Business Administration, have helped us navigate the ever-changing technologies necessary to help run a productive firm.
Tessa calls St. Paul her home with her husband and precious Chihuahua mixed breed, Mini-B. She enjoys the peacefulness of the country, cooking, and crocheting in her spare time.
