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!
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.
Kendra Erkamaa, Financial 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 grew up in Northeast Iowa, and currently lives in West Des Moines with her husband, and two two children. In her free time, Lindsey enjoys cooking, spending time with friends and family, and reading.
Jessica Dillon, Financial Advisor/Foundations and Endowments
Jessica joined Triangle Financial in 2017 as a financial advisor with over 15 years of institutional investment experience. Post-graduation from the University of Iowa with a B.B.A in Finance, she began her career on an interest-rate derivatives trading desk at Wells Fargo in San Francisco, California. In 2005, Jessica moved back to Iowa and was a Trader for the Federal Home Loan Bank of Des Moines, where she was responsible for daily hedging and funding activities of the Bank. In 2011, Jessica joined Grinnell College’s investment team as Senior Investment Analyst, where she focused on the fixed income portfolio, portfolio analytics, equity liquidation and portfolio investment manager selection.
Passionate about philanthropy and her community, Jessica currently serves as president of the Greater Poweshiek Community Foundation Board, as a board member of the Grinnell Regional Medical Center Foundation and is active in local school and community initiatives. Jessica lives in Grinnell along with her husband Troy and two children.
At Triangle Financial we treat our clients like family, with kindness and respect.