Edward Jones-Financial Advisor: Matthew Theis

Edward Jones-Financial Advisor: Matthew Theis The key to successful investing is to develop a strategy now that can help you reach your future goals. After graduating high school, I attended St.

At Edward Jones, we work extensively to help meet the needs of individual investors by helping them map out long−term investment strategies. Before you can begin working toward achieving your financial goals, you must first define what’s important to yourself and your family. Does that include putting your children through college, making sure you've saved enough for retirement, leaving something

for your heirs or something else? I can help you prioritize your needs and define your goals. A native of northern MN, I grew up in the small town of Grand Rapids. Cloud State University and graduated in 2006 with a bachelor's degree in business management. Shortly after graduating from college, my wife, Jen, and I moved out West. It was there that we began to grow our family with the birth of our son, Owen, and daughter, Ayla. We began to realize how much we missed our family and friends in MN and chose to move home in 2016. It's here that our third child, Evelyn, was born in 2017. I joined Edward Jones as a financial advisor in 2016 and our family settled in beautiful Red Wing, MN in 2017. In 2019, I opened the firm's fifth branch office in Red Wing. Born and raised in Red Wing, my branch office administrator, Whitney Sparby, is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on her to set up an initial appointment or with questions concerning your statement, dividends, stock certificates or your account in general. At Edward Jones, we’re focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.

​Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.
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If you’ve ever felt like you’re doing “fine,” but still a little uneasy about the future, you’re not alone.A recent Wall...
07/21/2026

If you’ve ever felt like you’re doing “fine,” but still a little uneasy about the future, you’re not alone.

A recent Wall Street Journal article shared findings from our research with Gallup showing that 51% of Americans are living in this “financial middle,” feeling steady for now, but aware how quickly things could shift.

What I find encouraging is that people who feel financially fulfilled are 4.3x more likely to have a financial advisor. Because having someone to help you think through decisions and build a plan can bring a lot more clarity and confidence.

Read the full article here: https://bit.ly/4wVXYE1

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

A strong retirement plan is one of the most effective tools a business owner has — for attracting talent, retaining your...
07/18/2026

A strong retirement plan is one of the most effective tools a business owner has — for attracting talent, retaining your team and building personal wealth.

I help businesses design retirement plans that work from every angle. Want to explore what's right for you and your employees?

Here's our business owners hub

Nearing retirement? I can help create an exit strategy that protects your business and your future. Let’s talk.
07/16/2026

Nearing retirement? I can help create an exit strategy that protects your business and your future. Let’s talk.

I help DFW executives simplify complex compensation and tax strategies. Let’s talk.Disclosure: Edward Jones and its asso...
07/16/2026

I help DFW executives simplify complex compensation and tax strategies. Let’s talk.

Disclosure: Edward Jones and its associates do not provide tax advice.

I can help make wealth transfer simple for the people and causes you care about. Let’s talk.
07/16/2026

I can help make wealth transfer simple for the people and causes you care about. Let’s talk.

Legacy is about more than money—it’s about values, intentions and impact. I work with clients to help make wealth transf...
07/16/2026

Legacy is about more than money—it’s about values, intentions and impact. I work with clients to help make wealth transfer simple for the people and causes they care about.

Let’s start the conversation.

If you're a business owner, your financial strategy should support both your business and personal goals. The right reti...
07/15/2026

If you're a business owner, your financial strategy should support both your business and personal goals. The right retirement plan can help you save on taxes while building long-term value for you and your business.

I can help you explore options that work for both you and your team.

Plan for the future with strategic workplace retirement solutions. Discover tax-saving opportunities through specialized retirement plans for small businesses.

While market volatility in 2026 increased risk and dominated headlines, history suggests that periods of uncertainty hav...
07/13/2026

While market volatility in 2026 increased risk and dominated headlines, history suggests that periods of uncertainty have tended to be temporary, often creating attractive opportunities for disciplined long term investors.

Here are a few steps investors can consider to help navigate market volatility with greater confidence.

The first half of the year is a reminder that market volatility is often triggered by external shocks with broad economic implications.www.edwardjones.com/us-en

When it comes to wealth transfer, communication is key. Having conversations now can help avoid confusion later—and ensu...
07/11/2026

When it comes to wealth transfer, communication is key. Having conversations now can help avoid confusion later—and ensure your wishes are honored.

If you aren’t sure where to start, I’d be happy to guide you

Planning for Medicare? Don't forget that your health needs will change as you age. The coverage you choose now should wo...
07/10/2026

Planning for Medicare? Don't forget that your health needs will change as you age. The coverage you choose now should work for you years down the road too. We break down Medicare's two options and help you think through what matters most.

As you approach 65, you’re likely thinking about the next chapter — travel plans, new hobbies and time with loved ones.www.edwardjones.com/us-en

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