Dave is a true visionary in the financial industry. When he joined forces with Mark Motley in 1996, it was incredibly unique for investment advisors and financial planners to be housed in the same office and charge a combined fee for their work. But, Dave and Mark saw a tremendous benefit to clients, and on that merit, they began a firm which set an industry standard. Today the team at Foster & Motley will tell you that Dave’s vision for the future is alive and well. He strategically built a staff he can trust to serve generations of clients. His eyes light up when he talks about the younger shareholders of the firm shaping the future.