The C F P Group

Merrill Lynch Wealth Management

2600 Browns Lake Dr
Burlington, WI 53105
(262) 514-7960
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At C F P Wealth Management Group, every member of our team is dedicated to helping people achieve their financial goals. We believe every client is entitled to the highest level of personalized service and care. Please click here to learn more about the Institutional Retirement Services we offer.
The C F P Group
Merrill Lynch Wealth Management
Welcome

We chose to be part of the financial services industry to help others. This passion to help stems from collective experience and the financial challenges we have watched friends, families or ourselves experience in the past. As witnesses to challenges faced by important people in our lives, we recognized the need for a professional and caring team to help others realize the life they want. Our purpose is to help others define their goals, establish a wealth management approach centered on their priorities and then help them manage the inevitable changes in life.

Recognition
Daniel Creek
Managing Director, Senior Financial Advisor
Forbes "Best-in-State Wealth Advisors", 2021-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
The C F P Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Welcome

We chose to be part of the financial services industry to help others. This passion to help stems from collective experience and the financial challenges we have watched friends, families or ourselves experience in the past. As witnesses to challenges faced by important people in our lives, we recognized the need for a professional and caring team to help others realize the life they want. Our purpose is to help others define their goals, establish a wealth management approach centered on their priorities and then help them manage the inevitable changes in life.

Meet Our Team
Thomas P Follis,

CFP®

Managing Director, Senior Consultant
844.840.4800
Daniel Creek,

CPFA™, CRPC™

Managing Director, Senior Financial Advisor
262.514.7971
Michael Poludniak,

CKP®, CPFA™, CRPC™

Senior Vice President, Resident Director
262.514.7960
Tyler Johnson,

CFP®

Senior Vice President, Wealth Management Advisor
262.514.7960
Gregory Amborn,

AAMS™

Assistant Vice President, Investment Management Specialist
262.514.7973
Tegan Schultz,

CRPC™

Business Manager
262.514.7961
Regina B. Kipp
Wealth Management Client Associate
262.514.7962
Stephanie Snyder
Wealth Management Client Associate
262.514.7977
Julianna Rodewald,

CRPS™

Assistant Vice President, Registered Senior Wealth Management Client Associate
262.514.7963
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Bryant Wolfson
Alternative Investments Regional Specialist
Bank of America, N.A.
Brenda Dolan
Wealth Strategies Advisor
Bank of America, N.A.
Kenya Owens
Wealth Management Banking Specialist
Merrill
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
C(k)P® is a registered trademark of The Retirement Advisor University, Inc.
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.