Edward Jones-Financial Advisor: Matthew Theis

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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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A race isn’t won by the driver alone. It takes a team to reach that checkered flag. The same is true for your financial ...
10/21/2026

A race isn’t won by the driver alone. It takes a team to reach that checkered flag. The same is true for your financial plan. As the Official Private Wealth Management Partner of the McLaren Racing, Edward Jones is invested in your drive. Contact my office today to plan for the road ahead.

McLaren Racing Limited is not a current client of Edward Jones. McLaren was compensated for this endorsement. For more information, visit edwardjones.com/racing?utm_term=943718&utm_source=facebook&utm_medium=social_media&utm_content=3351019&c3nid=943718_facebook_3351019&c3ch=BranchSocialMedia&EID=MDAwMDAwMTY4NTY4Nw%3D%3D.

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning...
10/20/2026

A successful business exit often starts well before a sale or transition. I can help you consider key financial planning strategies to prepare for what comes next — let’s talk about your vision.

Today's economic environment is ever-changing. Review our current rates for CDs, bonds and other investments and loans.
10/19/2026

Today's economic environment is ever-changing. Review our current rates for CDs, bonds and other investments and loans.

Our latest rates for certificates of deposit (CDs), bonds and other investments and loans.

10/17/2026

Many of the conversations I'm having with clients right now start in the same way – with the news. Clients see market-driven headlines and ask: "How does this affect me and my life?"

In a recent Bloomberg interview, our Managing Partner Penny Pennington discusses how financial planning can help investors look beyond today's market noise and stay focused on their goals.

Watch the full conversation: https://bit.ly/47pvurE

If the headlines have you wondering how all of this affects your financial strategy, let's talk.

I enjoyed reading this recent Kiplinger article featuring our Head of Wealth Management and Field Management, David Chub...
10/16/2026

I enjoyed reading this recent Kiplinger article featuring our Head of Wealth Management and Field Management, David Chubak. One point that stood out to me is how many families are balancing long-term goals with desire to support loved ones today.

It’s something that often comes up in conversations with clients, whether it’s helping adult children with housing expenses, student debt or other financial challenges. As David notes, "The reality is we live in an age of financial uncertainty and anxiety like no other." Having open conversations and a thoughtful plan can help families navigate those decisions with greater confidence.

Read the article here: https://bit.ly/4sbbouK

What financial lesson or value do you hope to pass along to the next generation?

Passing down the wealth you've built over a lifetime, with wisdom and grace, is good. Passing on your values along with the money? Even better.

Edward Jones is now the Official Private Wealth Management Partner of McLaren Racing. Together, we believe that performa...
10/15/2026

Edward Jones is now the Official Private Wealth Management Partner of McLaren Racing. Together, we believe that performance is the result of preparation, strategy and working with a team you trust. Ready to start working on your road map for the future? Call my office today.

McLaren Racing Limited is not a current client of Edward Jones. McLaren was compensated for this endorsement. For more information, visit edwardjones.com/racing?utm_term=943718&utm_source=facebook&utm_medium=social_media&utm_content=3339673&c3nid=943718_facebook_3339673&c3ch=BranchSocialMedia&EID=MDAwMDAwMTY4NTY4Nw%3D%3D.

The first $100,000 is often the hardest milestone to reach — and the most rewarding.Early on, progress can feel slow, es...
10/14/2026

The first $100,000 is often the hardest milestone to reach — and the most rewarding.

Early on, progress can feel slow, especially when you're balancing family, work and other financial priorities. But once your portfolio grows, investment returns can begin doing more of the heavy lifting.

If you're working toward your first $100,000, stay focused on the habits that matter most: investing consistently, staying diversified and remaining committed through market ups and downs. Those habits can make all the difference over time.

Your first $100,000: why it matters most

Your business represents years of hard work and dedication. I can help you think through succession, transition planning...
10/13/2026

Your business represents years of hard work and dedication. I can help you think through succession, transition planning and strategies to help support your long-term goals. Send me a message to schedule a meeting.

Financial fraud is becoming more sophisticated, but knowledge remains a strong defense. Learn to recognize common scam t...
10/12/2026

Financial fraud is becoming more sophisticated, but knowledge remains a strong defense. Learn to recognize common scam tactics and warning signs, and take steps to help protect yourself, your loved ones and the wealth you've worked hard to build. Watch this webinar live on Oct. 21 at 3 p.m. CT or on demand after.

Learn more: https://bit.ly/4ztWNgn

Do you know about income-related monthly adjustment amount (IRMAA) thresholds? The surcharges on your Medicare premiums ...
10/12/2026

Do you know about income-related monthly adjustment amount (IRMAA) thresholds? The surcharges on your Medicare premiums could come as a surprise and be significant. Connect with me to discuss strategies to avoid exceeding the next income threshold, which could trigger an extra charge.

4 times IRMAA could have you overpaying for Medicare

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211 Bush Street
Red Wing, MN
55066

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