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INDIVIDUALS
& FAMILIES

Wherever you are in the family life cycle, we’ll be here for you — especially if you’re preparing for a major life change.

SMALL
BUSINESSES

As a small business financial advisor, we want to help you plan for the future, so you can focus on what you do best.

FOUNDATIONS
& ENDOWMENTS

We provide expertise and tools to manage and grow your charitable assets so that you can focus on your mission.

Meet The Team

Meet Kendra

KENDRA ERKAMAA

CEO | Financial Advisor
Certified Divorce Financial Analyst (CDFA)

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

CEO

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 Lindsey

Lindsey Taylor

Financial Advisor | Small Business Specialist
Masters in Financial Management (MFM)

Striving to bring a holistic approach to small businesses, I support our clients by advising on employee benefits, including retirement plans and group insurance. We believe our mindful approach will help guide and support small business owners in the growth of their own businesses.

I joined Triangle Financial Services in August 2009, shortly after graduating from Iowa State University with a major in family finance, housing and policy. I completed my Masters of Financial Management degree at Drake University in December 2014, and am fully licensed in securities and life and health insurance. I was Triangle’s resident para-planner for 8 years, helping prepare all the details for client reviews.

I grew up in Northeast Iowa and currently live in West Des Moines. I married my husband, Dan, in 2009. We have a son, Otto, and a daughter, Stella. In my free time, I enjoy cooking, spending time with friends and family and reading. Lindsey is involved with BNI.


Securities and Advisory Services offered through Harbour Investments, Inc.

LINDSEY TAYLOR

Small Business Specialist

Financial Advisor


Striving to bring a holistic approach to small businesses, I support our clients by advising on employee benefits, including retirement plans and group insurance.

Meet Jessica

Jessica Dillon

Financial Advisor
Foundation & Endowment Specialist

As an experienced investment professional, I partner with individuals and charitable organizations to provide comprehensive investment management and customized services to grow and preserve their assets.

I graduated from the University of Iowa in 1999 with a Bachelor of Business Administration degree in Finance. Before joining Triangle Financial Services, I worked as a Trader for Wells Fargo in San Francisco and for the Federal Home Loan Bank of Des Moines, and most recently as Senior Investment Analyst for the Grinnell College Investment Office.

I currently serve as President of the Greater Poweshiek Community Foundation Board of Directors, as a board member of the Grinnell Regional Medical Center Foundation and am active in various community and school initiatives. My husband Troy and I live in Grinnell with our two children.


Advisory Services offered through Harbour Investments, Inc.

JESSICA DILLON

Foundations & Endowments

Financial Advisor


Passionate about finance and community, I partner with individuals and charitable organizations to provide comprehensive investment management and customized services to grow and preserve their assets.

What’s Happening

Events

Books on the Balcony 10/29/19
10/29/19
RSVP

Articles

Financial literacy – knowledge is power
August 1, 2019 | Kendra Erkamaa
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