$5.9+ trn
UBS Group invested assets
As of 06/30/2024
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.
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.
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.
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.
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 fiance. Gayle has five children, Kathryn (31), Emily (29), Jackson (27), Olivia (24) and Anna Grace (21).
Mike Cushwa joined the Inman & Benoit Wealth Management Group on December 2, 2024 as our Registered Client Service Associate. Mike directs all administrative functions for the team with a focus on providing exceptional client service and support, market research and financial goal planning in conjunction with Will Benoit.
Mike brings 7 years of experience in the wealth management industry and holds his series 7 and series 66 license. Mike graduated from Mount St. Mary's University in International Business and Economics.
Mike enjoys coaching youth soccer, playing golf, raquet sports, live music, and skiing when he can get out west.
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.
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.
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 fiance. Gayle has five children, Kathryn (31), Emily (29), Jackson (27), Olivia (24) and Anna Grace (21).
Mike Cushwa joined the Inman & Benoit Wealth Management Group on December 2, 2024 as our Registered Client Service Associate. Mike directs all administrative functions for the team with a focus on providing exceptional client service and support, market research and financial goal planning in conjunction with Will Benoit.
Mike brings 7 years of experience in the wealth management industry and holds his series 7 and series 66 license. Mike graduated from Mount St. Mary's University in International Business and Economics.
Mike enjoys coaching youth soccer, playing golf, raquet sports, live music, and skiing when he can get out west.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
What’s really important to you—today and for the long term? UBS Wealth Way starts with questions and discussions that can help you organize your financial life into three key dimensions: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.
UBS Wealth Way is an approach incorporating Liquidity. Longevity. Legacy. strategies that UBS Financial Services Inc. and our Financial Advisors can use to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment. Time frames may vary. Strategies are subject to individual client goals, objectives and suitability.
To help you start the new year with confidence, watch our US House View monthly replay where Jason Draho, Head of Asset Allocation, and Kurt Reiman, Head of Fixed Income, will outline top ideas for 2025, share key investment insights, and provide strategies for achieving long-term investment success.
05 December 2024
For more than 160 years, UBS has proven its strength and guided clients through a wide range of market opportunities and financial challenges. Time and again, we’ve been tested and proven resilient, and our clients continue to put their trust in us and our wealth management expertise to help them achieve their goals. Today, UBS is stronger than ever.
Let’s build the future of multicultural wealth. Together.
Whether it’s for your family, your community or your cause—your money and investments today will shape tomorrow. Start crafting a plan that serves your purpose and the people who matter most. We know your legacy matters to you. It matters to us too.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
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