The C F P Group

2600 Browns Lake Dr
Burlington, WI 53105
(262) 514-7960
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We offer a range of institutional capabilities, customized strategies, insights and best practices to help maximize the value of your benefit plan and help to improve the financial wellness of your employees. To learn more about our Personal Wealth Management Services please click here.Named to the 2023 and 2024 Forbes "Best in State Wealth Management Teams" *Source: The Forbes “Best-in-State Wealth Management Teams” list, published in January. Rankings based on data as of March 31 prior year.
The C F P Group
Merrill Lynch Wealth Management
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

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
About Us
Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

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
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.
Lloyd L Silk
Employee Benefits Specialist
Bank of America, N.A.
Michael R. McMorris
Employee Benefits Specialist
Bank of America, N.A.
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.