Your goals. Our comprehensive plan.

By understanding what’s most important to you, we can organize your financial life to help make sure your short-term needs don't cloud your long-term goals. We provide a structure so you clearly understand where your money is, and why. The plan we create together can help you stay focused at each stage of life, today, tomorrow and for future generations.

Team23

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Kathryn

    Kathryn Inman, CFP,CIMA

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • FL
    • GA
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MI
    • MO
    • NC
    • OH
    • OR
    • SC
    • SD
    • TN
    • TX
    • WI
    • WV
    • WY

    Kay Inman has been committed to providing personalized wealth management solutions to her clients for over three decades.  Throughout this time, she has had what she calls 'a front row seat' in witnessing the impacts of providing comprehensive advice based on a true understanding of each client's unique needs.  She firmly believes the foundation of all financial goals and objectives begins with having a comprehensive wealth mangement plan in place - one that covers the various aspects of planning and preparing for your significant life events.  This includes planning for and during retirement, dealing with unexpected illness or loss, educating children/grandchildren and much, much more.  Kay's focus is always on you, our client, getting to know you so that she can tailor your portfolio specifically to your needs.

    Kay is a Financial Advisor with the CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst® designations.  She is experienced in creating financial plans that can help clients live the lives they envision for themselves and their families.

    Commitment to Giving Back

    Kay believes it is important to give back to the community which has provided so much opportunity to her.  She is a volunteer teacher in several local adult education programs as well as an active alum of the University of Louisville Business School.  She loves working with people who are about to enter or re-enter the workforce and need mentoring or help sharpening specific skillsets.

    More About Kay

    Kay has been married to her husband, Bruce, for 35 years and they enjoy traveling with their son, Ben, who is 28.  She is a native of Louisville and earned a B.A. in business from the University of Louisville.  In her spare time, she enjoys cycling, skiing, hiking and kayaking.

    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • University of Louisville, Business
    • Certified Investment Management Analyst®
    • CERTIFIED FINANCIAL PLANNER™
    500 N Hurstbourne Pkwy
    Suite 300
    Louisville, KY 40222
    kay.inman@ubs.com
    Kathryn Inman, CFP,CIMA
    500 N Hurstbourne Pkwy,Louisville,KY,40222
  • William Benoit

    William Benoit Jr., CFP, CPWA,CRPC

    Senior Vice President–Wealth Management

    Financial Advisor

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    • CA
    • CO
    • FL
    • GA
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MI
    • MO
    • NC
    • OH
    • OR
    • SC
    • SD
    • TN
    • TX
    • WI
    • WV
    • WY

    Will is passionately committed to creating a meaningful difference in the lives of his clients through helping them pursue their goals.  In fact, for over 18 years he has focused on full wealth integration which requires a clear understanding of your financial planning, investment management, risk management, estate planning strategies, and wealth management goals.  Will is committed to helping you simplify, organize and coordinate all aspects of your wealth so you can focus on what matters most to you.

    As a Financial Advisor with the CERTIFIED FINANCIAL PLANNER™, Certified Private Wealth Advisor® and Chartered Retirement Planning Counselor designations, Will can focus on our client's total portfolio looking at retirement income planning.  Will is dedicated to knowing clients so that he can best help them meet their short and long-term financial goals.

    Commitment to Giving Back

    Will is committed to giving back to his community and is especially devoted and passionate about the Colon Cancer Prevention Project, the only state non-profit focused solely on preventing this deadly disease. Will has served as a past Board Chair and volunteers in his free time. 

    More About Will

    Will is a graduate of the University of Dayton and served as captain of the baseball team, where he applied and developed his strong leadership skills.

    Will and his wife, Lene of 15 years, are especially active and busy right now with their 3 children , Trey and Clayton aged 15 and 14, and their 3 year old  daughter Lillian.  As a family they enjoy playing tennis and golf together as well as travelling.  

    • Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • University of Dayton
    • CPWA
    • CERTIFIED FINANCIAL PLANNER™
    • Chartered Retirement Planning Counselor
    500 N Hurstbourne Pkwy
    Suite 300
    Louisville, KY 40222
    william.benoit@ubs.com
    William Benoit Jr., CFP, CPWA,CRPC
    500 N Hurstbourne Pkwy,Louisville,KY,40222
  • Gayle Crow

    Client Associate

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    • KY

    Gayle joined the Inman & Benoit Wealth Management Group in 2015 as our Business Development Specialist. She is committed to proactively managing all aspects of our client relationships.  Gayle is skilled at creating and delivering meaningful client communication, organizing our client events, and many other special aspects related to our ongoing client servicing and experience.

    Gayle holds  an MBA in Marketing from the University of Notre Dame and a BA in Economics from the University of California, Santa Barbara. 

    Outside of work, Gayle enjoys traveling with her 5 children, Kathryn (30), Emily (28), Jackson (25), Olivia (22) and Anna Grace (20).

      • University of Notre Dame, MBA in Marketing
      • University of California, Santa Barbara, BA in Economics
        500 N Hurstbourne Pkwy
        Suite 300
        Louisville, KY 40222
        gayle.crow@ubs.com
        Gayle Crow
        500 N Hurstbourne Pkwy,Louisville,KY,40222
      • Robert Bader

        Client Associate

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          Robert Bader  joined our team in April of 2021 as our Client Service Associate.  Robert  is dedicated to providing the best possible customer service.  His focus will be on opening and updating customer accounts, performing client transactions and all other account related inquiries.

          Robert is new to the finance industry after a career in the healthcare payment integrity field.  Robert graduated from Hanover College in 2014 with a degree in history and a minor in business.

          Robert and his wife Amanda have one daughter Meredith who is 2 years old.  In his free time, Robert enjoys playing golf, playing with his dog, and going out to eat with his family and friends.

           

                500 N Hurstbourne Pkwy
                Suite 300
                Louisville, KY 40222
                robert.bader@ubs.com
                Robert Bader
                500 N Hurstbourne Pkwy,Louisville,KY,40222

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