Edward Jones - Financial Advisor: Matthew T Hoekzema

Edward Jones - Financial Advisor: Matthew T Hoekzema While preparing for my business career, I had the privilege of serving as an intern with an Edward Jones office in northern Indiana. Dan Smilek joined in 2024.

That internship with Edward Jones validated my career path and I moved to St Louis, Missouri, to work in the Edward Jones home office. In 2014, I began my financial advisor career and relocated to Cincinnati, Ohio. Our practice serves a select group of successful professionals, business owners, and retirees who, among other things, aspire to a work-optional lifestyle. Through meaningful relationsh

ips with our clients, we've developed and refined our process to help put the pieces of your financial puzzle together. Our process consists of four parts – we help you identify, build, protect and help you stay on track for your financial success, while learning what is important to you, and why. I was named to the 2025 Forbes Top Next-Gen Wealth Advisors Best-in-State in Ohio.*

I enjoy being part of the community and giving back. I am a board member of the Little Miami River Chamber Alliance, member of Clermont County Chamber, volunteer with local H.S. with their DECA programs, and volunteer with the Alzheimer's Association, Ducks Unlimited. My wife, Hannah, and I have three sons, Theo, Frankie and Louie. We enjoy being outdoors, boating, hiking, snowboarding, doing home improvements, personal fitness, golf and participating in virtually anything competitive. Hannah and I were both collegiate athletes (volleyball and football). Branch Team
Jessica Schulte joined the team in 2023. Jessica and her husband, Tanner, live in Goshen with their three kids, Thomas, Eloise and Hazel. In their free time, they enjoy spending time with their kids, church and community. He is excited to bring 15 years of banking knowledge to the team. He came to Cincinnati in 2008 along with his wife, Krista. They added their daughter, Samantha, to the family in 2012. My team is committed to providing you with the highest level of professional service. Our mission is to become your trusted partner on your financial journey.

*2025 Forbes Top Next-Gen Wealth Advisors Best-in-State for Ohio, published August 2025, research by SHOOK Research LLC, data as of March 2025. Compensation provided for using, not obtaining, the rating. The rating is not based on quality of investment advice, investment performance or client feedback.
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Investors will be closely watching the September Federal Reserve interest rate decision. What factors are the voting mem...
09/08/2026

Investors will be closely watching the September Federal Reserve interest rate decision. What factors are the voting members of the FOMC likely to weigh?

Our Principal, Head of Investment Strategy Mona Mahajan digs into three in our latest Weekly Market Wrap: https://bit.ly/46NRlbG

Easily monitor your progress as your goals change and stay on track with Online Access.
09/08/2026

Easily monitor your progress as your goals change and stay on track with Online Access.

You may have mis-typed the URL or simply clicked on a broken link or QR code. Bitly links are CAse SeNsiTivE, so double check that everything is correct and try again.

Labor Day is more than just a day off work—it’s a moment to recognize the dedication, passion and effort that power our ...
09/07/2026

Labor Day is more than just a day off work—it’s a moment to recognize the dedication, passion and effort that power our communities every day. Thank you to all who contribute their talents and hard work. Wishing you a well earned, relaxing holiday.

Market volatility doesn’t just impact investments — it can shape careers and income too.As job competition increases, bu...
09/04/2026

Market volatility doesn’t just impact investments — it can shape careers and income too.

As job competition increases, building in-demand skills like analytical thinking, adaptability and communication can play a key role in supporting long-term earning potential. Stronger income can mean more opportunities to save, invest and stay on track toward your goals.

If you’re thinking about your financial future, your career strategy matters more than ever.

Discover five essential skills, from AI literacy to emotional intelligence, that can help you stand out in today's job market and boost your earning power.www.edwardjones.com/us-en

Clients often ask me about the latest IPO. It’s a great opportunity to talk through pricing dynamics, early volatility a...
09/03/2026

Clients often ask me about the latest IPO. It’s a great opportunity to talk through pricing dynamics, early volatility and why fundamentals matter more than first-day buzz. I can help you stay focused on long-term strategy — not short-term hype.

Initial public offerings (IPOs) tend to attract a lot of investor interest, especially when the company is large and well-known. The excitement can be tempting, but it doesn't always lead to strong investment results. We encourage investors to look beyond the headlines and focus on whether the share...

When I talk with clients about retirement, the conversation goes beyond numbers pretty quickly. Yes, we plan for income,...
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When I talk with clients about retirement, the conversation goes beyond numbers pretty quickly. Yes, we plan for income, savings and longevity — but we also talk about what your days will look like, who you’ll spend time with and what will give you a sense of purpose.

If you’re thinking about retirement, let’s make sure you’re prepared for both sides of the equation.

Retirement is more than a financial milestone. It is a psychological transition. Learn how to design the next phase of your life with purpose.www.edwardjones.com/us-en

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided ...
08/31/2026

NVIDIA's earnings reinforced the strength of the AI investment cycle, while Kevin Warsh's Jackson Hole remarks provided greater clarity on the Fed's inflation-fighting priorities. Despite seasonal headwinds, the fundamental backdrop for equities remains constructive.

Angelo Kourkafas, Sr. Global Investment Strategist, discusses the latest developments in AI, Fed policy, and markets in this week's Weekly Market Wrap.



https://bit.ly/4xB5iFY

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withst...
08/24/2026

Higher Treasury yields weighed on equities last week, renewing concerns about whether the economy and markets can withstand elevated rates. Despite the potential for seasonal volatility, resilient economic activity and strong corporate earnings support a constructive backdrop for equities.

Investment Strategist Brock Weimer explains what’s behind the move higher in long-term yields in the latest Weekly Market Wrap.



https://bit.ly/4ghmkTk

08/21/2026

How long can the AI cycle last? What could derail the stock market from here? Our Principal, Head of Investment Strategy Mona Mahajan joined CNBC Squawk Box to discuss key questions for investors.

Watch the full interview: https://bit.ly/4gbkJ1b

The AI infrastructure boom is transforming the technology sector and changing how corporate bond markets evaluate risk, ...
08/20/2026

The AI infrastructure boom is transforming the technology sector and changing how corporate bond markets evaluate risk, leverage and return potential.

Senior Fixed Income Analyst Brian Therien explains what this can mean for fixed income investors in our Monthly Fixed-Income Focus.

https://bit.ly/4c2U8Rr

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