Triangle Financial Services

Grow. Preserve. Enjoy.

Triangle Financial provides solutions and coaching to assist you in growing your portfolio, protecting what you value most, enjoying your finances. building wealth.

our philosophy

More than a Name

A triangle represents balance and change.  The “triangle” in Triangle Financial Services represents harmony with what you want in life—growth for your investments, preservation of your assets, and the ability to  enjoy—now as well as later—what we’re helping you create! 

The triangle represents changes. Throughout life’s changes, from birth to death and all stages in between, we strive to provide guidance with your financial decisions.

A triangle in the Greek language is the letter delta (Δ), the Greek word Δηλόω (DELOW) means to bring to light, to clarify, to make plain. This is also our mission: to bring you to clarity and understanding in a complex financial world!

Increase Wealth

In coaching and educating individuals, couples, and small businesses on financial growth and security, we help create a life that’s about satisfaction, not sacrifice setting intentions and living a life aligned with who you are and who you want to become. 

Staff

Kendra Erkamaa, Financial Consultant

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Kendra Erkamaa, Fiinancial Consultant

Kendra Erkamaa, Fiinancial Consultant

I am passionate and strive for maximum integrity as I help clients create wealth through investment planning and tracking. My energy and desire to help clients create wealth through investment planning and tracking has inspired me to develop  skills to serve you well. 

I joined Triangle Financial in 2005, and purchased the firm in 2007. As a 2002 graduate of Iowa State University, I previously put my management skills to work at Principal Financial Group. Fully licensed in securities and licensed in life, health, and long term care insurance, I am a two-time achiever of Captain’s Club status from Harbour Investments, Inc.

I grew up in the Iowa City area, and currently reside in the Des Moines metro, along with my husband and two daughters. 

In my free time, I enjoy spending time with family and friends. I am active in the National Association of Women Business Owners and the organization’s Central Iowa chapter, Citizens for Community Improvement, and have served as the president / past president of Children’s Garden, a non-profit parent cooperative. 

Lindsey Taylor, Para-planner

Lindsey joined Triangle Financial Services in August 2009, shortly after graduating from Iowa State University with a major in Family Finance, Housing, and Policy. 

Since completing her Masters of Financial Management degree at Drake University in December 2014, Lindsey has transitioned into serving as a para-planner, helping prepare all the details for client reviews. Lindsey is also currently working on getting her securities licenses.

Lindsey grew up in Northeast Iowa, and currently lives in West Des Moines. She married her husband, Dan, in 2009.  They have one son, Otto, and a cat that keeps them busy.  In her free time, Lindsey enjoys cooking, spending time with friends and family, and reading. 

At Triangle Financial we treat our clients like family, with kindness and respect.

Securities and Advisory Services Offered Through Harbour Investments, Inc.
Securities Licensed in IA, AZ, CA, CO, CT, FL, HI,  IL, KS, MN, MO, NC, ND, NE, NY, TX, WA, WI

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Member FINRA/SIPC