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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09/03/2026

Buying vs. Renting. Which is the better financial decision? It’s a question that many people are asking themselves and the honest answer is ... it depends. Before you start browsing listings, the two questions worth sitting with are can I afford to buy? And, just as importantly, should I?

The right answer isn't the same for everyone. It depends on your situation, your budget and how long you plan to stay.

If you'd like to talk through what may make sense for your situation, I'm here to help.



Content provided by Edward Jones

Whether you employ a handful of people or a growing team, a business retirement plan helps your employees prepare for th...
09/02/2026

Whether you employ a handful of people or a growing team, a business retirement plan helps your employees prepare for the future. The right plan can be simple to establish and easy to maintain.

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

When facing a liquidity event, you have a lot to think about — and it’s not just compensation and taxes. What could the ...
09/01/2026

When facing a liquidity event, you have a lot to think about — and it’s not just compensation and taxes. What could the future look like for you and everyone who’s important to you? I’m here to help you answer those questions and create a meaningful strategy. Let’s chat.

Whether you’re evaluating shifting roles or exploring a different path, your financial strategy should evolve with you. ...
08/31/2026

Whether you’re evaluating shifting roles or exploring a different path, your financial strategy should evolve with you. I’m here to help you see the full picture, from compensation and benefits to long-term planning. Together, we can build a plan that helps you feel confident about your future.

08/30/2026

On Bloomberg's "The Close," our Principal, Head of Investment Strategy Mona Mahajan shares perspectives on several themes shaping today's market environment, including earnings, artificial intelligence, inflation and the broader economic outlook, and considerations for investors in the months ahead.

Watch the full interview: https://bit.ly/4iCm2b0

We're proud to share that Edward Jones has been named to the 2026 PEOPLE®️ Companies that Care list.This recognition ref...
08/29/2026

We're proud to share that Edward Jones has been named to the 2026 PEOPLE®️ Companies that Care list.

This recognition reflects our firm’s commitment to supporting associates, serving clients, and strengthening the communities where we live and work.

At the heart of that commitment is a shared belief that when people are supported to do their best work, the impact extends well beyond the workplace. It's reflected in the way colleagues show up for one another, help clients work toward what matters most, and give their time and talents to their communities.

We’re honored by this recognition and the opportunity to contribute to the culture of care that made this recognition possible.

Disclosure: 2026 People Companies that Care, published People Magazine September 2026, research by Great Places to Work, data as of August 2025. Compensation provided for using, not obtaining, the rating.

https://bit.ly/4izKHwO

From tuition and housing to everyday spending, college introduces new financial rhythms. Seeing everyday money alongside...
08/28/2026

From tuition and housing to everyday spending, college introduces new financial rhythms. Seeing everyday money alongside long-term goals can help bring confidence to decisions, now and as this next chapter unfolds.

Simplify your financial life with Edward Jones®️ Everyday Solutions Checking and Credit Cards, powered by U.S. Bank®️.

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

The creditor and issuer of this credit card is U.S. Bank National Association, pursuant to a license from Mastercard International Incorporated. Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated.

08/27/2026

As we head towards the back half of 2026, it’s a good time to step back and remember three important ground rules for long-term investors. Principal, Head of Investment Strategy Mona Mahajan discusses strategies and best practices for investing during uncertainty.

Watch the full episode: https://bit.ly/4grvjQo

Career changes come with important financial considerations. As a financial advisor who builds relationships with profes...
08/27/2026

Career changes come with important financial considerations. As a financial advisor who builds relationships with professionals like you, I can help guide you through your options with confidence. Let's talk.

08/26/2026

Financial fulfillment is about more than money. It's having confidence in your future, being prepared for the unexpected, and feeling in control of your financial life.

Research from Edward Jones and Gallup found that financially fulfilled individuals often:
• Have an emergency fund
• Follow a retirement strategy
• Save for major goals
• Have an estate plan
• Work with a financial advisor

Financial fulfillment may be closer than you think. Let's talk about the steps that can help you get there.



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

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