Our practice serves a select group of successful retirees and professionals who, among other things, aspire to a work-optional lifestyle. Through meaningful relationships with families and small businesses, we've developed and refined our process to help put the pieces of the puzzle together. Our process consists of four parts – we help you organize, build, protect and transfer your wealth, while providing you with exceptional client service.
In the spring of 2013, I joined Edward Jones as an intern. Later that year, I moved to St. Louis to work in our home office. In Oct of 2014, I started my career in Cincinnati.
Originally from Bright, IN, I graduated from East Central High School. I attended Saint Joseph College where I was a student athlete (football). I graduated with a major in business administration with a concentration in management and a minor in communications. Most recently, I earned the AAMS® professional designation from the College for Financial Planning. Additionally, I hold a Series 7 and Series 66 securities registration and an insurance license.
I enjoy being part of our community and giving back. I currently sit on the board of the Little Miami River Chamber Alliance and speak at local high schools in addition to volunteering with their DECA programs. With Edward Jones, I have served as a visiting veteran, training leader and currently hold the position of recruiting leader.
My wife, Hannah, and I have two sons, Theo and Frankie. We are currently renovating our house in Glendale, OH and looking forward to our next housing adventure. We enjoy being outdoors, boating, doing home improvements, personal fitness and participating in virtually anything competitive. We were both collegiate athletes, so competition runs in our blood.
My team is dedicated to providing you with the highest level of personal service. It is my focus to help you remain informed and continue to make logical decisions throughout your financial future.
- Retirement Income Strategies
- Intergenerational Planning
- Employee Stock Options
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- College Savings
My Personal Interests
- Personal Fitness
- Outdoor Enthusiast
- Home Improvement
Office Address227 Water Street Suite 100
Milford, OH 45150
Phone NumberMatthew T Hoekzema at (513) 831-4323
|Mon||08:00AM - 06:00PM|
|Tue||08:00AM - 06:00PM|
|Wed||08:00AM - 06:00PM|
|Thu||08:00AM - 06:00PM|
|Fri||08:00AM - 05:00PM|
|Sat||By Appointment Only|
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