- BS with a major emphasis in Management
- MBA with a major emphasis in Strategic Management
- CEPA® - Certified Exit Planning Advisor®
David Kent, MBA, CEPA®, is essential to the grounding of Heritage. As our logo of a strong oak tree and name suggest- the Heritage team provides stability and strength to each client. David Kent proves to be a steading, anchor to both the internal team and clients. David works as our Executive Director of Business Planning, consulting with business owners and practice managers to listen with a discerning ear, provide tools, and brainstorm problem-solving tactics.
David obtained a Bachelor of Science in Management from Oklahoma State University before serving years in various management roles with JC Penney Company, Inc. and the University of Tennessee, Knoxville. David then moved on to earn a Master of Business Administration from the University of Tennessee, Knoxville. This focused training allowed David to launch a private consulting firm, working specifically with key decision-makers associated with Universities across the country.
David is passionate about helping others succeed by offering saged tactics for individuals and organizations. David lives out his ability to connect deeply with others by serving on several Boards of Directors and working with family-owned businesses as a facilitator of two Life Groups for the Legacy Center.
Did you know:
David begins almost every day by swimming one mile?
Next Steps…
If you are ready to meet with David or another member of the Heritage advisory team to discuss your business’s financial future, schedule a meeting today!