Meet the McFee Team

Wade McFee
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 |
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![]() 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.
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Registrations in Securities | State Registrations |
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| 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 |
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Life/Accident and Health in the following states: Florida, Iowa and Minnesota #20031925. |

Barbara McFee Peisert
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 |
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![]() * 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 Securities | State Registrations |
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Series 6 - Investment Company/Variable Contracts Products Limited Representative Series 7 - General Securities Representative Qualification Examination Series 63 - Uniform Securities Agent State Law Series 65 - Uniform Investment Adviser Law Examination | MN |
Insurance Licenses |
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MN #40301892 |

Nate Dwyer
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
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Securities Registrations | State Registrations |
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Series 7 - General Securities Representative Qualification Examination
Series 66 - Uniform Combined State Law Examination | MN |
Insurance Licenses |
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MN #40789669 |

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 Cetera Advisor Networks LLC.

Paul Scoles
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.
Registrations in Securities | State Registrations |
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Series 7 - General Securities Representative Qualification Examination Series 66 - Uniform Combined State Law Examination | MN |
Insurance Licenses |
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MN #40767443 |

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 Cetera Advisor Networks LLC.