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
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 tax accountant, Tommy loves that he never has to say to his clients “ask your tax accountant or CPA.” He believes that effective tax planning is an essential component to the overall plan.
Tommy has passed the Series 65 securities exam and holds insurance licenses in North Carolina, South Carolina, Michigan, Indiana and Washington. 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
Alex is a Charlotte native and joined Elevated Financial & Tax in 2020. He is bringing experience preparing tax returns for small businesses and individuals and is also experienced in preparing financial statements. He has a Bachelor of Science in Accounting degree from Appalachian State University. He enjoys working with clients and is committed to taking the necessary steps to meet their needs.
Outside of the office Alex’s hobbies include playing golf, tennis, and spending time with friends and family.
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.