Meet The Team
The team behind Elevated Financial & Tax, LLC is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Tommy Alvis, CPA
Owner, Elevated Financial & Tax, LLC
Investment Advisor Representative, Elevated Performance Group, LLC
Tommy has passed the Series 65 securities exam and holds insurance licenses in many states. 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
Mandy Plummer Client Services
aLex gordon Tax Accountant
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.