“Do what you said. Finish what you start. Say please and thank you. Be on time.”

—Dave Porter, CEO

For Alan, an accredited estate planner and licensed financial planner, accountability is a rainbow. An engineer and frustrated painter, Alan’s father encouraged his two sons to “bring the rainbow to everything; to bring the colors, because it makes a beautiful picture.”

To the nine-year-old Alan, that meant any finished product “should shine like a rainbow, so somebody knows you were there.” It meant knowing he did his best—and being honest about it if he didn’t.

To the fifty-five-year-old Alan, who earned $1 million ...

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