Meet The Team
Our team is made up of qualified financial professionals who are passionate about helping individuals, families, and businesses meet their personal and financial goals.
Tommy Alvis, CPA
Owner, Elevated Financial & Tax, LLC
Investment Advisor Representative, Elevated Performance Investment Group, LLC
With more than 15 years of experience in tax and client services, Tommy focuses on providing the best customer service experience possible coupled with top-level financial and tax guidance. His clients include individuals and families, business owners, and Fortune 50 corporations. He is well-versed in preparing and reviewing corporate and personal tax returns, developing and demonstrating income and loss allocation methods for partnership agreements, and preparing tax savings strategies.
As an Investment Advisor Representative, Tommy is focused on helping individuals and families work toward and implement their retirement goals through a well-thought-out financial strategy and consistent monitoring. As a CPA, Tommy loves that he never has to say to his clients, “Ask your CPA”. He believes effective tax planning is an essential component of the overall plan.
Tommy has passed the Series 65 securities exam and holds insurance licenses in Arizona, Michigan, North Carolina, South Carolina, and Virginia. He has a Bachelor of Science in Accounting and Computer Science from Bob Jones University. He is a Certified Public Accountant (CPA), licensed in the state of North Carolina.
Tommy and his wife, Ashley, have five boys: Jack, Peter, Henry, Edward, and William. Away from the office, Tommy enjoys spending time with his family and playing golf. He understands the importance of giving back to his community and serves as the music director at his church in South Charlotte.
Herbert Ooi, CPA
Herbert started his tax career with Ernst & Young and brings over 20 years of professional tax experience working with highly regarded professional service firms. His expertise focuses on U.S. federal taxation (C Corp, S Corp, partnership, individual). His experience includes income tax provision, tax compliance, tax accounting method analysis, jurisdictional tax controversy resolution, tax planning/advisory, and transactional due diligence. Herbert’s industry portfolio includes restaurant, technology, retail, and manufacturing. In the past several years, Herbert has also provided personal finance courses to individuals including the basics of money management, budgeting, saving, debt, investing, giving, and more. Herbert is a licensed CPA in the State of Georgia and an active member of the American Institute of Certified Public Accountants. He holds a Bachelor’s in Accounting and a Master of Accounting from Georgia Southern University.
Herbert loves saving money, budgeting, and investing, and is a huge believer in giving back. Being raised in single family home by his mother, and growing up poor financially, he learned from an early age about personal finance, which affects marriage, sense of security, and standard of living. He finds joy in helping others who have the will to better their life financially.
Mandy Plummer Client Services
Mandy joined Elevated Financial & Tax, LLC in 2017, bringing nearly 20 years of experience in business administration, client service, and relationship management. She has worked in a variety of industries, including 15 years in corporate and individual tax consulting and financial services. Mandy earned her Bachelor of Arts in Anthropology from the University of North Carolina Wilmington, and is a notary public in Mecklenburg County, North Carolina.
Outside of the office, Mandy is an active member of community organizations. She enjoys spending time with her family, hiking, traveling, reading, and cheering on the Carolina Panthers.
Ceu Ling ("Ling") Tax Associate
Ling is from Myanmar (Burma) and joined Elevated Financial & Tax, LLC in January 2023. He speaks 3 different languages: Burmese, his native language Hakha Chin, and English. He brings experience in preparing tax returns for small businesses and individuals. Ling has a Bachelor of Science in Accounting from The University of North Carolina Charlotte. He enjoys helping clients solve their tax problems.
Ling and his wife Bawi just had their first son Daniel. Ling’s hobbies include playing soccer, hunting, fishing, and spending time with family and the Burmese Community.
Sarah Darden Administrative Assistant
Sarah joined Elevated Financial & Tax in January 2023. She has Human Resources experience in the Retail industry, and also has Education industry experience working within Student Services for multiple colleges and most recently as Administrative Assistant for Academic Advising at Central Piedmont Community College.
Sarah has an Associates degree in Arts from Central Piedmont Community College, and is currently working towards her Bachelor’s degree in Business at North Carolina Central University.
Sarah has a large immediate and extended family. Both parents are retired Army Veterans, her father from 82nd Airborne as a Paratrooper and her mother a Combat Medic in 13th Coscom. In her free time, Sarah loves to travel, read, and write poems and short stories. Her favorite hobby is cooking all types of cuisines.
Contact Us for More Info
Contact us today to see how our team members can be of service to you.