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
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.