Will Klinke

Will Klinke is managing principal and portfolio manager at Total Wealth Partners (“TWP”), an RIA based in Houston, TX, and KickPoint Financial, a boutique investment management firm specializing in asset-based solutions for clients primarily in the Southeast (US). He is a CFA charterholder and member of the CFA Institute. Mr. Klinke also belongs to the CFA Society of Houston. Prior to establishing TWP and KickPoint, Will worked for Merrill Lynch and Morgan Stanley, where he managed client portfolios and delivered customized asset-liability solutions. His extensive work with a broad array of clients became the cornerstone of what is now the TWP investment process and Total Wealth asset-liability management model. Mr. Klinke holds a bachelor’s degree from the University of Mississippi, where he graduated from the Patterson School of Accountancy.