Let's move forward. Together.

Generational Family on Beach

Understanding your life, your wealth and what you want to accomplish is at the core of our practice. We'll discuss your goals, the people who are most important in your life and your vision for the future. Then we'll help you organize your financial life into three strategies: Liquidity—to help provide cash flow for short-term expenses, Longevity—for longer-term needs and Legacy—for needs that go beyond your own.

Timeframes may vary. Strategies are subject to individual client goals, objectives and suitability. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved.

Family photos

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Charles updated photo

    Charles Gits

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • DC
    • FL
    • GA
    • IA
    • ID
    • IL
    • KY
    • MA
    • MD
    • MI
    • MN
    • MO
    • MT
    • NC
    • ND
    • NH
    • NJ
    • NM
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
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    • TN
    • TX
    • VA
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    • WI

    Charlie has served individual investors, business owners, professional organizations and corporations for more than 35 years. As a Financial Advisor, Charlie advises his clients on a wide range of investment goals, including wealth management, retirement planning, insurance, business planning, educational funding and asset allocations. He has a Bachelor's degree from Drake University and holds the Series 7, Series 66 and Minnesota insurance licenses. Charlie also volunteers his time in his community, having served as a board member for Loaves & Fishes and as a Big Brother for Big Brothers Big Sisters.  

    Depending on your needs he can help you implement retirement and education funding strategies through both our brokerage and advisory capabilities.

          8500 Normandale Lake Boulevard
          Suite 210
          Bloomington, MN 55437
          charles.j.gits@ubs.com
          Charles Gits
          8500 Normandale Lake Boulevard,Bloomington,MN,55437
        • David Headshot

          David Irvin

          Senior Vice President–Wealth Management

          Financial Advisor

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          • AR
          • AZ
          • CA
          • CO
          • CT
          • FL
          • GA
          • IA
          • ID
          • IL
          • KY
          • MA
          • MD
          • MI
          • MN
          • MO
          • NC
          • ND
          • NH
          • NJ
          • NM
          • NV
          • NY
          • OH
          • OK
          • OR
          • PA
          • SC
          • SD
          • TN
          • TX
          • VA
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          • WI

          David began his career as financial advisor in 1982.  Since then, he has helped his clients through several market cycles and through 7 different presidencies.  David works with his clients to build portfolios that align with their financial goals and that stand the test of time.  A former teacher, David loves to educate his clients on the intricacies of the stock market and portfolio construction.  He has a degree from St. Olaf College and holds the Series 7, 63, and 65 and Minnesota insurance licenses.  

          David enjoys staying active - biking, hiking, and working out.  This helps him to keep up with his two young grandchildren!

                8500 Normandale Lake Boulevard
                Suite 210
                Bloomington, MN 55437
                david.irvin@ubs.com
                David Irvin
                8500 Normandale Lake Boulevard,Bloomington,MN,55437
              • Patrick Updated photo

                Patrick Morgan

                Account Vice President

                Financial Advisor

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                • AR
                • AZ
                • CA
                • CO
                • DC
                • FL
                • GA
                • IA
                • ID
                • IL
                • KY
                • MA
                • MD
                • MI
                • MN
                • MO
                • NC
                • ND
                • NH
                • NJ
                • NM
                • NV
                • NY
                • OH
                • OK
                • OR
                • PA
                • SC
                • SD
                • TN
                • TX
                • VA
                • WA
                • WI

                Patrick collaborates with families, individuals, and business owners to help identify their financial goals and then put a plan in place to help achieve them. Guidance is tailored to support clients' current lifestyle, retirement income needs, and legacy goals, while making them feel comfortable at every step.

                Specialties:
                - Comprehensive wealth management and financial planning
                - Concentrated stock risk management
                - College planning
                - Retirement accumulation and income-planning strategies
                - Philanthropic services
                - Business planning: exit strategies and succession planning

                Outside of the office, Patrick enjoys running marathons, playing golf, and mastering his Traeger grill. He is very active in his community and is currently servings as a board member for Shakopee Soccer Association. Patrick lives in Shakopee with his wife Kristin, their two daughters Finley & Fiona, and Aussiedoodle, Seamus.  

                  • Marquette University, Bachelors of Science, Finance: 2000 - 2004
                    8500 Normandale Lake Boulevard
                    Suite 210
                    Bloomington, MN 55437
                    patrick.morgan@ubs.com
                    Patrick Morgan
                    8500 Normandale Lake Boulevard,Bloomington,MN,55437
                  • Wendy Updated Photo

                    Wendy Oldendorf

                    Wealth Strategy Associate

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                    • AR
                    • AZ
                    • CA
                    • FL
                    • MD
                    • MI
                    • MN
                    • NC
                    • NV
                    • OR
                    • PA
                    • SC
                    • SD
                    • TN
                    • WA
                    • WI

                    Wendy has worked locally for UBS Financial Services, RBC Wealth Management Dain Rauscher and BC Financial as a Financial Advisor and Service Associate since 1989. She specializes in creating comprehensive financial plans to meet a variety of client's goals.

                    She holds the Accredited Asset Management Specialist license (AAMS), Minnesota Insurance Licenses as well as her Series 7 and Series 66. She has her degree in Business Administration from Winona State University. In her community life, Wendy supports the National MS Society,  and sits on the Board of Trustees for the Armed Forces Service Center at MSP Airport, where she began volunteering in 2013.

                        • Accredited Asset Management Specialist
                        8500 Normandale Lake Boulevard
                        Suite 210
                        Bloomington, MN 55437
                        wendy.a.oldendorf@ubs.com
                        Wendy Oldendorf
                        8500 Normandale Lake Boulevard,Bloomington,MN,55437
                      • Jennifer Headshot

                        Jennifer Fitzgerald

                        Senior Client Associate

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                        • AZ
                        • MN
                        • WI

                        Jenny has worked in the Financial Services Industry since 2006, joining UBS in 2011 after 5 years with Baird.

                        She is an excellent and trusted guide for clients as she leads them through often-complex account processes. Trust and estate transitions are an area of specialty and focus. Jenny has also served in a leadership role as a Client Service Associate Coach, providing support, communications and training to branch support staff. She holds Series 7 and Series 66 securities licenses.

                        Jenny lives in Richfield with her husband, two children and rambunctious new puppy.

                              8500 Normandale Lake Boulevard
                              Suite 210
                              Bloomington, MN 55437
                              jennifer.fitzgerald@ubs.com
                              Jennifer Fitzgerald
                              8500 Normandale Lake Boulevard,Bloomington,MN,55437

                            Defining your priorities. Pursuing what matters.

                            Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

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                            Outlook on interest rates

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