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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More than half of Americans feel financially conflicted. But those who feel financially fulfilled? They’re healthier, mo...
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More than half of Americans feel financially conflicted. But those who feel financially fulfilled? They’re healthier, more connected and more in control of their future.

That’s the difference a thoughtful plan can make. Let’s talk about what a customized plan could look like for you.

Source: Gallup & Edward Jones - Money and Meaning: Understanding Financial Fulfillment, 2026.

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https://bit.ly/43H4cv3

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I do more than help you invest — I help you plan. I offer fiduciary, comprehensive financial planning with actionable guidance for your goals, cash flow and legacy. See if it’s right for you.

Discover the power of planning: https://bit.ly/4dPtGvV

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Learn how different savings approaches can work together: https://bit.ly/439D1J1

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With Kevin Warsh confirmed as Fed chair, attention is turning to what comes next. We explore what the shift could mean for investors and the fixed-income landscape.

Find out what’s impacting fixed income, including bonds and cash, as well as strategies for disciplined investors to consider.www.edwardjones.com/us-en

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Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4egmOb6

It’s 5/29 or 529 Education Savings Day. Take this as your cue to learn more about your options to save for your children...
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It’s 5/29 or 529 Education Savings Day. Take this as your cue to learn more about your options to save for your children’s, family members’ or even your own future education. But you don’t have to go on this education finance journey alone — contact me with any questions. Together, we can craft a strategy to help you meet your goals.

Learn more here: https://bit.ly/4vfsckr

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You don’t have to have a complex estate to benefit from a clear, thoughtful strategy. I can help walk you through the process, prioritize your goals and work to coordinate your team of tax and legal professionals to help ensure your personal estate goals are met. Ready to get started? Let’s talk.

One of the most frequent conversations I have with families is how to balance education savings with retirement goals. W...
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One of the most frequent conversations I have with families is how to balance education savings with retirement goals. With a clear, structured plan, you don’t have to choose one over the other. Let’s talk about what balance could look like for your family.

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Emotions and investing usually don’t mix well. Fear, excitement and panic often push investors to buy high, sell low or abandon their strategy altogether.

Before reacting to the latest headline, pause and reconnect with your long term goals. Your retirement, your family’s future and your legacy may depend on it.

Too often, our emotions can be a barrier to our investment success. In these situations, it’s important to take a timeout and remember why you’re investing.

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