- BS with a major emphasis in Management
- MBA with a major emphasis in Strategic Management
- CEPA® – Certified Exit Planning Advisor®
David earned a Bachelor of Science Degree in Management from Oklahoma State University and a Master of Business Administration from The University of Tennessee – Knoxville. He has a savvy corporate mind and a keen understanding of long-term business strategy.
David began his own consulting business after years of holding management positions for JCPenney Company, Inc. and The University of Tennessee. He is passionate about helping others to succeed and works with family-owned businesses as a facilitator of two Life Groups for the Legacy Centre. In addition to all of this, David also serves on several Boards of Directors.
David and his wife, Debbie, enjoy spending time with their children and their spouses, grandchildren, family, and friends. In his free time, David enjoys boating and swimming.
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!
Connect
Social Media
Phone
865-690-1155
Email
info@heritageinvestor.com
Address
10641 Deerbrook Dr.,
Suite 100
Knoxville, TN 37922
