Carson Grover is a financial advisor with Lifeworks Advisors, LLC, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. Prior to joining Lifeworks in 2024, he worked at Coppell Advisory Solutions, Onyx Bridge Wealth Group, Heritage Wealth Management, and OneAmerica Securities. Outside of his advisory role, Grover is CEO and owner of Innovation Consulting, LLC, which focuses on tax strategy and exit planning, and he is involved in insurance sales through Innovation Insurance. Lifeworks Advisors serves a diverse client base including individuals, trusts, estates, and businesses, offering wealth management and financial planning services alongside a tax practice. The firm integrates a planning-based tranche framework with risk-based portfolio construction, utilizing a variety of investment vehicles and AI-supported research, and maintains close operational ties to tax and accounting capabilities.