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Meet the McFee Team

Wade McFee Photo
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Wade McFee

Wade A. McFee, ChFC®, CLU® 

Principal and President of McFee Financial Group, Inc

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 36 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 TableChartered Life UnderwritersChartered Financial Consultants

 Top of the Table member for 10 years.

Court of the Table member for 17 years.

26 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.


Registrations in Securities
State Registrations 
  • Series 62 - Corporate Securities Limited Representative
  • Series 65 - Uniform Investment Adviser Law Examination
  • Series 6 - Investment Company/Variable Contracts Products Limited Representative
  • Series 63 - Uniform Securities Agent State Law
  • Series 26 - Investment Company/Variable Contracts Limited Principal
  • Series 22 - Direct Participation Program Representative

AZ, CA, CO, FL, IL, IN, IA, KY, MA, MI, MN, MS, MO, NJ, NM, NY, NC, OH, OK, PA, SD, TX, VT, WA, WI, WY.


Insurance Licenses
Life/Accident and Health in the following states: Florida, Iowa and Minnesota #20031925.




Barbara McFee Peisert  Photo
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Barbara McFee Peisert

Barbara McFee Peisert, LUTCF®, FPQP™

Vice President, Private Client Services 

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 TableLife Underwriter Training Council FellowFinancial 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. 




Registrations in SecuritiesState Registrations 
Series 6 - Investment Company/Variable Contracts Products Limited Representative
Series 63 - 
Uniform Securities Agent State Law
Series 65 - 
Uniform Investment Adviser Law Examination
MN 


Insurance Licenses 
MN #40301892













Nate Dwyer Photo
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Nate Dwyer

Nate Dwyer, FPQP™

Manager, Private Client Services

Nate serves our Wealth Management Team as a registered assistant. 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


Securities RegistrationsState Registrations
Series 7 - General Securities Representative Qualification Examination
Series 66
- Uniform Combined State Law Examination
MN


Marjie McNamara Photo
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Marjie McNamara

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 Voya Financial Advisors, Inc.

Pamela Mergott-McFee Photo
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Pamela Mergott-McFee

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 Voya Financial Advisors, Inc.


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