Will Klinke, CFA

Will is co-founder and principal of KickPoint Financial. A CFA charterholder and member of the CFA Institute, Mr. Klinke began managing client portfolios at Merrill Lynch in 2011. In addition to his role at KickPoint, Will is a principal member and portfolio manager at Total Wealth Partners, a Houston-based registered investment advisor.

Having worked with an extensive array of clients over the years, Mr. Klinke developed what is now the KickPoint investment process and asset-liability management model. Will holds a bachelor’s degree from the University of Mississippi, where he graduated from the Patterson School of Accountancy with honors. Will and his wife, Justine, reside in Houston, TX with their three children, Collier, Palmer, and Fulton.