Mark Motley knows that a solid organization, and mission, is never built out of a place of scarcity. He also knows that no matter how deep your experience, or broad your connections, nothing replaces relationships and a model built upon serving people. 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.