Before you can begin working toward achieving your financial goals, you must first define what’s important for you and your family. Does that include putting your children through college, making sure you've saved enough for retirement, creating a legacy for your heirs, or something else?
At Edward Jones, we’re focused on you. We can help you prioritize your needs and define your goals. We'll use an established process to build personalized strategies to help you reach your goals, and will partner together throughout your life to help keep you on track.
I began my career with Edward Jones in 2003 and love being a part of the Beloit community. I earned a bachelor’s degree in finance from the University of Wisconsin in Madison. I received the Certified Financial Planner™ professional designation in 2014.
My wife, Julie, and I enjoy the hustle and bustle of raising our three daughters: Della, Marin and Sadie.
Pam Henry joined me as our dedicated Branch Office Administrator in 2012, and has been with Edward Jones since 2001.
Together, we look forward to helping you achieve your financial goals. Please contact us so we can learn about what is most important to you.
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Charitable Giving
- College Savings
My Personal Interests
- Spending Time with Family
- Personal Fitness
- Sports Enthusiast
Phone NumberBryan M Theis at (608) 362-1666
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More