Wade A. McFee, ChFC®, CLU® 

PRINCIPAL AND CEO OF McFEE FINANCIAL GROUP, INC.

WEALTH MANAGER

The Principal and CEO of McFee Financial Group, Inc., and serves as a Wealth Manager 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 15 years. Court of the Table member for 20 years. 32 year member	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.

*Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must also adhere to the MDRT Code of Ethics. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.

Barbara McFee Peisert, CFP®, LUTCF®

WEALTH ADVISOR

Barbara ("Barb") McFee Peisert is a Wealth Advisor dedicated to helping individuals, families, and business owners build meaningful financial futures with confidence and clarity. She specializes in working with emerging professionals, growing families, and entrepreneurs, guiding clients through the financial decisions that shape long-term success and generational wealth.

As a leader in developing McFee Financial's Wealth Builder offering, Barb is passionate about making comprehensive financial planning accessible to the next generation. She believes that every client deserves a personalized strategy that aligns their finances with their goals, values, and vision for the future.

Barb earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2023 and also holds the Life Underwriter Training Council Fellow (LUTCF®) designation. She graduated from Iowa State University, where she studied Political Science and Business.

An active leader in the financial planning profession, Barb serves as Treasurer for the Financial Planning Association of Minnesota and volunteers with Alpha Omicron Pi as both an Alumni Board member and chapter advisor.

Outside of work, Barb and her husband, Andy, enjoy raising their two children, Alan and Beatrice. Whether she's lifting weights, exploring local bike trails with her family, or enjoying a great book, Barb brings the same energy, curiosity, and commitment to life that she brings to serving her clients.

Achievements

Million Dollar Round Table	Life Underwriter Training Council Fellow	Financial Paraplanner Qualified Professional
11 year member

Nate Dwyer, WMCP® 

WEALTH MANAGER

Nate serves our Wealth Management Team as a Wealth Manager. 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*

SENIOR CLIENT SERVICE REPRESENTATIVE

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 Bulldog Eevee. 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. 

Emma Frederick* 

Operations Associate

Emma earned her bachelor’s degree from the University of Wisconsin–Madison, where she studied Personal Finance and Entrepreneurship. She's passionate about supporting the advisors in the office help clients achieve their financial goals.

Outside of work, Emma enjoys attending concerts, discovering new coffee shops, and reading. She also spends her time cheering on the Badgers with her family.

* These individuals are non-registered associated persons with Cetera Wealth Services, LLC.