Louisville Financial Advisors

Located in the Kentuckiana region, the Financial Engines Advisor Center in Louisville serves clients in both Indiana and Kentucky, including Crestwood, Elizabethtown and Prospect. Our investment advisors have more than 45 years combined industry experience and are here to help you with your 401(k) rollover, saving for a child’s education or preparing a personalized retirement strategy. For your convenience, we offer appointments on Tuesday and Thursday evenings, as well as Saturday mornings.

Office Location

3592-101 Springhurst Blvd.
Louisville, KY 40241
Map Office
Phone: (502) 425-2512
Toll Free: (866) 530-TMFS (8637)
Fax: (502) 425-2572

Our Investment Advisors

Claudia Trefz

Senior Vice President - Financial Planning
Amanda Hornback

Senior Vice President - Financial Planning
Justin Beavers
CRPC®, AAMS®
Senior Vice President - Financial Planning
Jeff Minor
CFS®, CRPC®
Senior Vice President - Financial Planning
Vinny McMahon
CFS®
Senior Vice President - Financial Planning

Our Team


Alex Smith

Carol Fedor
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