FINANCIAL PLANNING

Wherever you are in life, we get to know you and your situation, especially if you’re preparing for a major life change. 

WEALTH MANAGEMENT

We take your trust seriously and guide you in making the right investment choices for you and your future. 

DIVORCE PLANNING

There are so many unknowns in divorce. We’ll guide you in creating a financial plan that creates peace of mind.

Meet The Team

We are looking forward to meeting you! Click on a team member, below, to book an appointment.

Meet Kendra

KENDRA ERKAMAA

CEO & Financial Advisor
Certified Divorce Financial Analyst, CDFA® 
Certified Financial Planner, CFP®

I strive for maximum integrity in my 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. I enjoy spending time practicing yoga, biking and being in nature with my family and friends. I am active in the National Association of Women Business Owners, Girl Scouts of Greater Iowa, and the Hanawalt PTA.


Securities and Advisory Services offered through Harbour Investments, Inc.

KENDRA ERKAMAA, CDFA®, CFP®

President & Financial Advisor


I strive for maximum integrity in my desire to help clients create wealth through investment planning and tracking, which has inspired me to develop skills to serve you well.

Meet Aurora

Aurora Boston

Office Manager at Triangle Financial Services

Developing strong relationships is the foundation of everything I do, both professionally and personally. I am beyond thrilled to provide the best possible service to the advisors and clients of Triangle Financial Services.

I am currently a full-time student at Colorado Technical University to get my associates degree in business administration and will be going back to school for my bachelor's in business administration- human resource management.

My husband Brock and I live in Winterset, with our daughter, two dogs, and two cats. In my free time, I am part of a book club, and enjoy spending time with friends.

AURORA BOSTON

Office Manager


Developing strong relationships is the foundation of everything I do, both professionally and personally. I am beyond thrilled to provide the best possible service to the advisors and clients of Triangle Financial Services.

Contact Us

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