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Your money should work as hard as you did to earn it.

Tri-State Wealth Advisors serves clients and financial professionals across Illinois, Wisconsin, and Iowa, with planning that stays rooted in your market and moves with you through every stage of life.

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Why tri-State Wealth AdvisorsA firm that grows with you

Why tri-State Wealth AdvisorsA firm that
grows with you

The advisors at Tri-State Wealth Advisors have guided clients through every chapter of life, from first jobs to retirement and beyond. We are built to keep going. We pair local leaders with national resources that keep up with you as your life grows, and a team whose relationships with clients tend to run for decades.

What we doPlanning across every dimension of your wealth.

Tri-State Wealth Advisors helps clients grow and protect their wealth, plan for retirement, and pass it on. Here is a look at where we work with clients every day.


Grow What You've built

Manage your portfolio, allocate assets, and shape investment strategies around your goals and timeline.

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Protect What Matters most

Guard your financial plan against what goes wrong, with life insurance, disability income, long-term care planning, and regular coverage reviews.

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Keep more of what you earn

Reduce the tax drag on your wealth over time through tax-efficient investing, Roth conversion analysis, and distribution planning.

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Retire On your own terms

Plan your retirement around how it actually works, with Social Security optimization, Medicare planning, income analysis, and RMD strategies.

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Exit Your Business Well

Prepare for your next chapter with succession planning, buy-sell agreement funding, key person protection, and business exit tax strategies.

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Leave Something That Lasts

Pass on more than money through estate planning coordination, charitable giving strategies, and multi-generational wealth transfer.

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TRI-STATE WEALTH ADVISORS AT A GLANCE

Built On Decades of Experience

When your future is on the line, you want the depth of a national firm and the attention of a local one.

180

advisors across Illinois, Wisconsin, and Iowa.

4

offices in Downers Grove, Rosemont, Chicago, and Wauwatosa.

150

Prudential Wealth Advisors backing, more than 150 years of infrastructure behind every plan

LPL

An open platform through LPL Financial, not a proprietary product shelf.

Meet Our Leadership Team The People You'd Be Working With

The leaders at Tri-State Wealth Advisors have built their careers in this market, and they run it the same way they always have: reachable, direct, and quick to move when you need something.

Jeffrey Martinath

Jeffrey Martinath CFP®, CLU®, ChFC®

Managing Director

Jeff Martinath began his career with Prudential in 1998 after graduating from Assumption College in Worcester, Massachusetts. After building a successful practice as a Financial Advisor, he transitioned into leadership roles supporting...
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Tom O’Grady

Tom O’Grady

Associate Managing Director

Tom O’Grady brings more than 30 years of experience in the financial services industry, with a career built on strong relationships, work ethic, and advisor development. He began his career with a family-owned multi-line agency,...
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Andrew Vokt

Andrew Vokt

Regional Director

Andrew Vokt joined Prudential Advisors in 2008 as a Financial Professional Associate after more than a decade in the retail industry. Early in his career, he achieved MDRT Aspirant status and completed Prudential’s Look at Leadership...
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Louie Williams

Louie Williams

Regional Director

Louie Williams is a seasoned financial services leader with nearly 20 years of experience in wealth management, advisor development, and practice leadership. Since launching his career in 2006, he has built a reputation for...
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Sandra Kalve

Sandra Kalve

Regional Director

Sandra Kalve began her career with Prudential Advisors in 2009 as a Financial Professional Associate and has built a leadership career centered on developing people and fostering long-term success. As a Regional Director, she recruits...
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Vladimir Kulenovic

Vladimir Kulenovic

Regional Director

Vladimir Kulenovic brings a distinctive and purpose-driven background to his role as a Regional Director, guided by a belief that true success is measured by the positive impact we leave on others. He holds the CEPA® designation...
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Dean DeCicco

Dean DeCicco

Business Development Manager

Dean DeCicco brings more than two decades of experience recruiting and developing financial professionals within the financial services industry. After graduating from Clarion University of Pennsylvania in 1992, he began his career in...
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Contact UsYour Next Step Starts Here

If working with us is the right next step, we welcome a conversation. Reach out to connect with the Tri-State Wealth Advisors team to discuss a partnership for your financial future.

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