The C F P & J 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, 2024, and 2025 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.
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.)
Forbes "Best-in-State Wealth Management Teams", 2025
(Published on January 9, 2025. Rankings based on data as of March 31, 2024.)
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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.
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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.

"Bank of America" is a marketing name for the Retirement Services business of Bank of America Corporation ("BofA Corp.").

"Bank of America" is a marketing name used by several Bank of America Corporation (“BofA Corp.”) businesses, including, but not limited to, Global Institutional Consulting, which offers products and services for the benefit of institutional and ultra-high net worth clients.

Banking activities may be performed by wholly owned banking affiliates of BofA Corp., including Bank of America, N.A., Member FDIC. Brokerage and investment advisory services are provided by wholly owned non-bank affiliates of BofA Corp., including Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”), a dually registered broker-dealer and investment adviser and Member SIPC . 

Global Institutional Consulting, operating under the name “Bank of America,” is a business offering products and services for the benefit of institutional and ultra‐high net worth clients and is part of Global Wealth and Investment Management (GWIM), the wealth and investment management division of Bank of America Corporation (“BofA Corp.”).

Global Institutional Consultants mentioned herein are registered representatives with Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S“ or “Merrill”) and may assist you with investment products and services. The nature and degree of advice and assistance provided, the fees charged, and clients’ rights and Merrill’s obligations will differ depending upon the products and services actually provided.

Merrill Lynch Life Agency Inc. (“MLLA”) is a licensed insurance agency and a wholly owned subsidiary of BofA Corp.

Banking products are provided by Bank of America, N.A., and affiliated banks, Members FDIC and wholly owned subsidiaries of BofA Corp.

Investment products offered through MLPF&S and insurance and annuity products offered through MLLA:

Are Not FDIC Insured

Are Not Bank Guaranteed

May Lose Value

Are Not Deposits

Are Not Insured by Any Federal Government Agency

Are Not a Condition to Any Banking Service or Activity

 

MLPF&S makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of BofA Corp.

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