Tri-State Wealth Advisors

Managing Director

Linkedin Profile

Jeff began his career with Prudential right after graduating from Assumption College in Worcester, Massachusetts in 1998.  After a few successful years as a Financial Advisor, he moved into leadership and held different roles in Connecticut and Southern California.  In 2008, he moved to Chicago to lead the Tri-State Wealth Advisors as the Managing Director. The office has a very rich history of success. It’s been a privilege for Jeff to carry that tradition forward over the last fifteen years as the office has expanded its reach from Northwest Indiana, all the way to the Quad Cities.  Jeff prides himself of building deep, valuable relationships with all of the office's advisors – whether new to the business, a veteran advisor, or an experienced advisor who has recently transitioned to the office – he can bring value to your day to day business and help you accomplish your personal and professional goals. When Jeff thinks back to when he was a new financial professional, he attributes his early success to his supportive leadership team and unbelievable mentors who were very giving of their time and knowledge.  This is what drives his leadership style in the office to this day – building a culture of unparalleled support and mentorship. Jeff is married to his wife Sarah, where they reside in Hinsdale, IL. They have three children – Serena, Ryan and Kayci who are their everything.

Associate Managing Director

Linkedin Profile

Tom has over 30 years of experience in the financial services industry. The first ten years of his career were spent working for a family-owned multi-line agency. This experience laid the foundation for his career as he was able to work in all aspects of the insurance business. From there, Tom worked at New York Life for 7 years in Chicago and the final 3 years on the East Coast running a practice. Tom later moved back to Chicago and became the Regional Managing Director for the Principal Financial Group. After 13 very successful years, Tom joined Jeff Martinath as the Associate Managing Director of Tri-State Wealth Advisors. Relationships and work ethic are two key characteristics that have been at the forefront of Tom’s career.  Over the years, Tom has successfully hired and developed hundreds of Financial Professionals. With this, he truly feels that Prudential offers the perfect platform to help both new and experienced Financial Professionals succeed. Tom is married to his wife Janet, where they reside in Lockport, IL. Together they have two wonderful children, Michaela and Ryan, and a very loveable Newfie named Gracie.

Director, Sales Support & Oversight

Linkedin Profile

Calvin Rowland is the Director, Sales Support & Oversight at Prudential’s Tri-State Wealth Advisors. He partners with the Managing Director as supervisory principal, maintains the office’s operations and compliance standards. Calvin has been active in financial services industry since 1999, starting out as a financial professional.  He holds a BS from Monmouth College, Illinois, multiple security registrations, and insurance licenses. Calvin currently resides in the Chicago area and spends time outside of Prudential with his active family.

Regional Director

LinkedIn Profile

Brandon has been in the insurance and financial services industry for nearly 25 years. Most of his experience has centered around coaching Financial Advisors on client acquisition and holistic financial planning, as he has a passion for the growth and development of others. Brandon has been with Prudential for four years in practice leadership roles with the Tri-State Wealth Advisors. Currently, as a Regional Director, he partners with financial advisors to work towards creating their optimal practice environment and client experience. Brandon resides in Brookfield, IL with his wife Vicky. They have four children: Ray, Joy, Wesley and Arron. In his spare time, he enjoys spending time with family and friends enjoying outdoor activities and volunteering at his local Church. 

Regional Director 

Linkedin Profile

Jeff is a Reginal Director for Tri-State Wealth Advisors. Jeff serves as the office's Financial Planning Coordinator, as well as the Chairman of the Black Consumer Initiative and is the office's representative on the Financial Advisor Committee for Financial Planning. He has been managing his own financial planning practice since 1997. Jeff graduated from Bolingbrook High School where he earned a football scholarship to attend Ball State University and received his Bachelor of Science in Business Management & Insurance. Jeff’s business talent led him to develop one of four African American owned and operated full-service freight forwarding companies in the U.S. from 1991-1997. Following, Jeff transitioned into the insurance industry. This is where he found his calling and pledged to bring complex Wealth Building strategies to the African American Business Owner Community to create opportunities to secure family legacies for generations to come.  Jeff has earned numerous awards over the years guiding clients in his financial service practice, leading successful advisor teams, and mentoring advisors to achieve some of the highest awards in the industry.  Jeff believes that if we serve first, last and always we can achieve greatness.  To that end he has served as a community volunteer coach for over 20 years, an advocate for Circle Y Ranch Golf Committee, the Rhodes Literary Group, National Black Attorneys, Conference for African American Financial Professionals, and many more groups and organizations in the Chicago Area. Jeff is a member of Fellowship Baptist Church., Kappa Alpha Psi Fraternity Inc., Ball State Football Alumni Association and is supported by his wife Renee Booker-Hammond and three children Amber, Gregory, and Christa and two grandchildren Ameer and Ayla.

Regional Director

Linkedin Profile

Andrew began his career with Prudential Advisors in February 2008 as a Financial Professional Associate after working 12 years in the retail sector.  After two successful years, earning MDRT Aspirant, and completing Prudential’s Look at Leadership program, he moved into leadership and held different roles throughout the Tri-State area. In 2020, he was provided the opportunity to work for the home office and helped launch their new virtual training platform called Learning and Business Consulting where he developed financial professionals across the company grow their personal practices.  Andrew returned to the office in May 2021 as a Regional Director responsible for the Rosemont branch while continuing to assist all financial professionals throughout the office with marketing and lead programs support. Andrew loves being the jack of all trades and being readily available to assist all financial professionals whenever needed.  There’s nothing more satisfying to him than to see his financial professionals succeed because of the collaboration.  When Andrew began his career, he relied on numerous mentors, now it is his opportunity to pay it forward. Andrew began his career during the peak of the Great Recession, so he saw firsthand the importance of working with a Financial Planner and building a financial plan while utilizing all the tools and resources Prudential provides. Andrew resides in Tinley Park where he is the proud papa to Pepper, a blue pure bred French bulldog.  He is also well known for being a travel expert when it comes to cruising the high seas.

Regional Director

Linkedin Profile

As a Regional Director with Prudential, Sandra's responsibilities include recruiting, selecting and developing high-quality Financial Professional Associates (FPAs). FPAs are expected to gain a thorough understanding of Prudential’s products and services and develop skills in our relationship-based sales process. Sandra supports our FPAs’ successes by working with them during sales calls and extending valuable feedback and training at their weekly coaching sessions. In addition, Sandra assists FPAs in developing a marketing strategy that will help them reach their full potential.

Senior Firm Support Specialist

Tami joined Prudential in 2008 as an Operations and Control Specialist. In that role, she worked with the office's Financial Professionals and management team to reach their sales goals and support their practices. In January 2021, Tami started as a part-time Senior Firm Support Specialist / Assistant to the Managing Director, Jeff Martinath. Prior to joining Prudential, Tami worked in the mortgage industry for 15 years. Her prior experience in management, as well as 15 years of Prudential experience is the reason she is able to provide valuable support to the office's leadership team and Financial Professionals. She believes that working as a team and building relationships is the key to success in this business. Tami was born in Texas and grew up in the western suburbs of Chicago. Her hobbies include walking, enjoying time with her dog Nikki, audio books, vacationing to the beach, and volunteering at the Living Well Cancer Center (Northwestern Medicine).

Senior Firm Support Specialist

Linkedin Profile

Rachel started in the Financial Services industry in 2018 as a Recruitment Specialist. Prior to that, she worked in agency recruiting where she handled full-cycle recruitment and served as a trusted partner to candidates throughout their careers. After several successful years of recruiting, both in and outside of the industry, she transitioned to operations as a Business Manager, where some of her day-to-day duties involved: managing the office's operations, processing new business, managing events and was the executive assistant to the Managing Partner. Rachel joined Prudential in 2020 as a Senior Firm Support Specialist. In her role, she is responsible for a wide array of strategic initiatives that support the office and Managing Director. These initiatives include marketing, recruiting, lead optimization strategies, sales support and business planning to drive revenue growth. Over just a few years, she has become an extraordinarily vital part of the leadership team. Rachel holds a Bachelor of Science in Human Resource Management from Illinois State University. Rachel currently resides in the Chicago suburbs with her husband, Kyle. She enjoys reading, cooking, cycling, and spending time with friends and family. She is well known for her ability as a quick learner, excellent communicator, she is highly organized and very diligent. 

Business Development Manager

Linkedin Profile

Dean began his career in Human Resources and Operations after graduating from Clarion University of Pennsylvania in 1992. Throughout the last two decades Dean has worked for two large banks recruiting Financial Advisors. In the last ten years, Dean has hired over 1,300 Financial Professionals within the Chicago Metro area. Dean is passionate about helping individuals enhance their careers as Financial Professionals. Career candidates appreciate his attention to detail as a proactive professional who places high value on productive and meaningful relationships. His unique in-depth understanding of candidates career goals is what attributes to his success of having, and continuing, to introduce so many individuals to the Financial Services industry. Dean is married to his wife Marnie, where they reside in Fairview Park, Ohio. They have two children – Gabriella and Trey.