Carson Grover

Carson Grover

About

Detail

Owner at Wealth Innovation Group
Logan, Utah, United States

Contact Carson regarding: 
work
Full-time jobs
Starting at USD4K/month

Timeline


work
Job
school
Education

Résumé


Jobs verified_user 0% verified
  • Wealth Innovation Group
    Financial planner for business owners
    Wealth Innovation Group
    Jan 2021 - Current (4 years 7 months)
    - ➤ WHAT WE DO: I help 7-figure business owners put 20% to 30% of their income back into their pockets through advanced tax and financial strategies. I ensure that I help you to protect your hard-earned business success and dollars. - ➤ HOW WE DO IT: I help you identify inefficiencies in your taxes, business overhead, and financial plan so you can KEEP more of your hard-earned dollars. - I meet with you in person, on the phone or Zoom to discuss your business and personal needs and to see if I can help. Initial consultations are always free. - ➤ WHAT MAKES US DIFFERENT: We are a financial firm that specializes in managing the uniquely complicated financial and tax problems faced by owners of small to mid-sized businesses and their families.
  • H
    Financial advisor working with CPA teams
    Heritage Family Offices, LLP
    Apr 2020 - Jan 2021 (10 months)
    - Heritage Family Offices, LLP combines Tax, Law, Wealth Management, and Insurance practices to provide a specialized family office experience. - Our ultimate goal of helping our clients build and preserve wealth is achieved by collectively focusing Asset Preservation, Financial Planning, and Investment Management through the common lens of Strategic Tax Planning.
  • A
    Financial Advisor working with CPA Teams
    Allegis Financial Partners
    Apr 2016 - Apr 2020 (4 years 1 month)
    - I have an extensive background in financial planning, with a specific focus in working with CPAs. - As an IAR I help clients: Build comprehensive financial planning for individual and families Develop strategies to meet financial objectives. Help protect wealth and generate retirement income. - As part of a CPA Team I help CPAs: Reduce the risks that come from referring clients to third parties Reduce the risk of losing clients by being more proactive. - Provide more value and increase client satisfaction Expand their "brain-trust" by working with some of the country’s best advisors. Increase organic growth by giving clients a story worth sharing with family and friends. - The economic conditions over the last 5-10 years have created a
  • I
    English teacher - zhongshan china
    International Language Programs (ILP)
    Feb 2015 - Jul 2015 (6 months)
  • R
    Independent marketing contractor
    RSI Marketing
    Apr 2012 - Oct 2016 (4 years 7 months)
    - Top first year sales rep in the company. One of the top ten sales reps in the company overall. Brought in $160,000 worth of revenue in one quarter from cold call sales. - Gained 400 new customers in 3 months from cold calling door-to-door. Grew an office's customer base by 10% in less than 3 months. - Recruited sales reps and pre-screened new hires for employment. Taught and trained new sales reps. Brought in over 1000 new customers since starting.
  • I
    English Teacher - Tehuacan, Mexico
    International Language Programs (ILP)
    Jan 2011 - Apr 2011 (4 months)
  • M
    Owner and operator of cleaning business
    Maid Man Cleaning Co
    Sep 2010 - Nov 2013 (3 years 3 months)
    - Started business from scratch and received a 220% return on investment. Gained 100 new clients through networking and cold call sales. - Averaged a 1 to 6 closing ratio on cold contact door-to-door sales. Maintained high customer retention rate through quality service. - Designed and distributed business cards, logos and flyers.
Education verified_user 0% verified
  • B
    Bachelor of arts in communication
    Brigham Young University - Idaho
    Jan 2011 - Dec 2014 (4 years)
  • B
    Associates, communication advertising
    Brigham Young University - Idaho
    Jan 2009 - Dec 2011 (3 years)
  • B
    Bachelor
    Boulder City High School
    Jan 2002 - Dec 2006 (5 years)