About Us

We’ve never met a practicing physician who performs heart surgery in the morning and then delivers babies in the afternoon. Your patients come to you for your specialized knowledge of medicine, which is why we dedicate our talents to one industry.

Why would you work with a financial planner who doesn’t take the same philosophy? Rather than trying to be all things to all people, we focus our efforts on creating and maintaining financial plans* for just one group of professionals, doctors.

The professionals of Going Brothers understand that managing your finances isn’t easy. After creating financial plans* for hundreds of physicians, we realize no two physicians have identical plans.

You have earned a planning team that has extensive experience in working with people like you. Out specialization helps us to provide you the best available wealth management and asset protection solutions and keeps us on the cutting edge of opportunities.

	Bill and his wife Penni, a general surgeon, enjoy spending time outdoors with their dog Cowboy.

Bill completed his CFP® courses at Rice University. Bill has an even more personal understanding of what physicians deal with throughout their careers, as his wife is a surgeon.

John and Bill dedicated their education and practice to create and maintain relevant and effective financial plans* that protect medical professionals.

	John enjoys playing basketball and spending time with his son Jack.

In 2002, John became a certified financial planner® (CFP) practitioner, earning the highest designation anyone in the field of personal financial planning* can achieve.

John also has a Chartered Life Underwriter (CLU) designation and is one of the few professionals in the country with a Chartered Benefits Consultant (CBC) designation. This is particularly important given the complex marketplace for employee benefits for private-practice physicians.