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Meet the professionals who can help you pursue your goals

We help individuals and families pursue their ideal retirements.

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-alvis3

Tommy Alvis Owner, Elevated Financial & Tax, LLC
Investment Advisor Representative, Elevated Performance Group, LLC

With over 15 years of experience in tax and client services, Tommy’s focus is on providing the best customer service experience possible, coupled with top-notch 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/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 tax accountant, Tommy loves that he never has to say to his clients “ask your accountant.” 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.

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.
mandy

Mandy Plummer Client Services

Mandy is a Charlotte native and joined Elevated Financial & Tax 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 corporate and individual tax, consulting and financial services. Mandy earned her Bachelor of Arts degree in Anthropology from the University of North Carolina Wilmington and is a Mecklenburg County Notary Public. She has a client-first mentality and is focused on service in both her professional and personal life.
 
Outside of the office, Mandy is an active member of community organizations. She enjoys spending time with her family, hiking, traveling and cheering on the Carolina Panthers.

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.

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Or give us a call at 980.949.6011

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