Wade A. McFee, ChFC®, CLU® 

PRINCIPAL AND CEO OF McFEE FINANCIAL GROUP, INC.

SENIOR WEALTH MANAGER

The Principal and CEO of McFee Financial Group, Inc., and serves as Sr. Advisor on the McFee Wealth Management Team where his primary responsibility is to assist our families with innovative and insightful solutions in insurance, investments and strategic plans. Wade continues is mission to better the financial services world for client families through his contributions to panels and his features in industry articles.

Wade is passionate about delivering Family Wealth Plans to families to encourage generational success. 

Wade is a graduate of Iowa State University in Ames, Iowa where he studied administration and economics. 

In his free time, Wade enjoys spending time traveling with his wife, being a doting father of three daughters, and chasing his six grandchildren around in the greater Minneapolis North Metro.

Qualifications

• Wade A. McFee has been a leader in the insurance and financial services industry since 1985. 
• National Association of Insurance and Financial Advisors (NAIFA) -member.
• Minneapolis Estate Planning Council-member.
• Bachelor of Science, Administration and Economics from Iowa State University in Ames, Iowa.

Achievements

Million Dollar Round Table	Chartered Life Underwriters	Chartered Financial Consultants
Top of the Table member for 13 years. Court of the Table member for 19 years. 30 year member *The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice.	Chartered Life Underwriters (CLU) designation from the American College in Bryn Mawr, Pennsylvania.	Chartered Financial Consultant (ChFC) designation from the American College in Bryn Mawr, Pennsylvania.

Barbara McFee Peisert, CFP®, LUTCF®, FPQP™

ADVISOR

Barb serves on our Wealth Management Team as an Advisor - launching our Wealth Builder Business to serve promising young professionals and business owners.

She is committed to serving through the generations of wealth planning to aid younger clients, and defend their perspectives.

Barb has earned the CFP®, as well as the LUTCF® designation and the FPQP™ designation from The College for Financial Planning and is a graduate of Iowa State University in Ames, Iowa where she studied political science and business.

In her spare time, Barb and her husband Andy tote around their two children, Alan (4) and Beatrice (1) to their activities. On the rare occasion, you can see Barb participating in a 5 or 10k run with her family and friends!  

Achievements

Million Dollar Round Table	Life Underwriter Training Council Fellow	Financial Paraplanner Qualified Professional
9 year member * The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice.

Nate Dwyer, FPQP™

REGISTERED PROFESSIONAL

Nate serves our Wealth Management Team as a registered professional. His primary responsibilities are family financial plans, client service and compliance reporting. Nate is a graduate of Macalaster College in St. Paul, MN where he studied economics.

Achievements

Financial Paraplanner Qualified Professional

Marjie McNamara*

CLIENT SERVICE DIRECTOR

Marjie serves our Wealth Management Team as our Client Service Director. She directs client communications and manages the client experience with strategic marketing.

She is a graduate of the University of Mount Union where she studied marketing and has been with McFee Financial Group since 2018. 

She is committed to putting the client first and providing clients with regular progress updates. 

In her spare time, she likes to hang out with her French Bulldogs Eevee & Greta. She also likes to travel Up North to her parents home in Pillager, MN and enjoys hopping around to local breweries with her friends & family!

* These individuals are non-registered associated persons with Cetera Advisor Networks LLC. 

Pamela Mergott-McFee*

CHIEF OPERATING OFFICER

Pam serves as our company controller and human resource manager. Pam holds a Bachelor degree in retail merchandising from Iowa State University in Ames, Iowa and Masters degree in Theology and Biblical Studies from Northwestern University St. Paul, Minnesota.

* These individuals are non-registered associated persons with Cetera Advisor Networks LLC. 

Ellen Mickelson*

 CLIENT SERVICE ASSOCIATE

Ellen serves on our Wealth Management Team as our Client Service Associate. She assists with client communications and provides excellent service to our client families.

She is a graduate of St. Olaf College, where she studied economics and political science, and has been with McFee Financial Group since 2023. 

She is committed to learning and expanding her skill set to best serve the client.

In her spare time, she likes to run and spend time with her dog, Sully. She also enjoys reading and listening to music.

* These individuals are non-registered associated persons with Cetera Advisor Networks LLC. 

Bob Laylan*

CLIENT SERVICE ASSOCIATE

Bob serves our Wealth Management Team as a Client Service Associate.  He assists in the client planning process, and creating and executing of the client family plan.

He is a graduate of the University of Wisconsin - La Crosse where he studied Finance and Economics and has been with the McFee Financial Group since 2023.

He is committed to learning all that he can of our clients in order to strategize and help them in reaching their financial goals.

In his spare time, Bob is a lover of animals and volunteers with a local animal rescue.  He also loves movies, sports, and finding new distilleries or fun venues to explore.

* These individuals are non-registered associated persons with Cetera Advisor Networks LLC.