Wade A. McFee, ChFC®, CLU® 

PRINCIPAL AND CEO OF McFEE FINANCIAL GROUP, INC.

SENIOR WEALTH MANAGER

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

Qualifications

• Wade A. McFee is a 38 year leader in the insurance and financial services industry.
• 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 11 years. Court of the Table member for 17 years. 28 year member *Members qualify for the Million Dollar Roundtable (MDRT) based on meeting a certain level of premium, commission or income during the year in addition to meeting ethical standards.	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, LUTCF®, FPQP™

ADVISOR

Barb serves on our Wealth Management Team with her primary responsibility is as our client relationship manager.  In addition, Barb has launched our Wealth Builder Business to serve promising young professionals and business owners.  Barb has earned 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.

Achievements

Million Dollar Round Table	Life Underwriter Training Council Fellow	Financial Paraplanner Qualified Professional
6 year member * Members qualify for the Million Dollar Roundtable (MDRT) based on meeting a certain level of premium, commission or income during the year in addition to meeting ethical standards.

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 MANAGER

Marjie serves our Wealth Management Team as our client service manager. Marjie oversees client communications and strategic client marketing. She is a graduate of the University of Mount Union where she studied marketing.

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

Paul Scoles

Registered Professional

Paul serves our Wealth Management Team as a registered professional. His primary responsibilities are family financial plans, client service and compliance reporting. Paul is a graduate of Saint Cloud State University where he studied finance. 

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.