We have a unique client service and investment philosophy rooted in collaboration and compassion. We love serving individuals and families through all seasons of life, getting to know you, your values and goals, and customizing a realistic path for living your best life.
Each of our team members brings a passion for authentic and holistic financial planning to our service offerings. We value listening, empowering, and collaborating with each person who enters our office to create abundance with courage and integrity.
Please take a moment to meet our dedicated team:
KENDRA ERKAMAA
President | Financial Advisor
Certified Divorce Financial Analyst, CDFA®
Certified Financial Planner, CFP®
While Kendra Erkamaa may be most well-known for her experience in all things finance and wealth management, it’s her visionary leadership as Triangle Financial Services owner that has grown a dedicated team to offer holistic, compassionate and customized services to every client who walks through their door.
“I strive for maximum integrity when helping our clients to create wealth through investment planning and tracking. This further inspires me to continually grow and develop new skills to serve both our team and our clients to the best of my ability.”
As a Certified Financial Planner™, Kendra is fully licensed in securities, as well as in Life, Health and Long-Term Care Insurance. She is a currently a Gold Status representative with Harbour Investments, Inc. Kendra was named to the Des Moines Business Record’s 2019 Forty Under 40 class, and in the same year was also awarded Investment News 40 Under 40 for financial advisors. Kendra was first employed at Triangle Financial in 2005 and purchased the firm in 2007.
Kendra has a bachelor’s degree from Iowa State University and lives in Des Moines with her two daughters. When she’s not leading her team and serving clients, Kendra can be found practicing yoga, biking and enjoying time with her girls and her friends.
Securities and Advisory Services offered through Harbour Investments, Inc.
KENDRA ERKAMAA
President | Financial Advisor
Certified Divorce Financial Analyst, CDFA®
Certified Financial Planner, CFP®
While Kendra Erkamaa may be most well-known for her experience in all things finance and wealth management, it’s her visionary leadership as Triangle Financial Services owner that has grown a dedicated team to offer holistic, compassionate and customized services to every client who walks through their door.
“I strive for maximum integrity when helping our clients to create wealth through investment planning and tracking. This further inspires me to continually grow and develop new skills to serve both our team and our clients to the best of my ability.”
As a Certified Financial Planner™, Kendra is fully licensed in securities, as well as in Life, Health and Long-Term Care Insurance. She is a currently a Gold Status representative with Harbour Investments, Inc. Kendra was named to the Des Moines Business Record’s 2019 Forty Under 40 class, and in the same year was also awarded Investment News 40 Under 40 for financial advisors. Kendra was first employed at Triangle Financial in 2005 and purchased the firm in 2007.
Kendra has a bachelor’s degree from Iowa State University and lives in Des Moines with her two daughters. When she’s not leading her team and serving clients, Kendra can be found practicing yoga, biking and enjoying time with her girls and her friends.
BAILEY FAWKES
Lead Advisor
Two words that describe Bailey Fawkes as a professional: tenacious and hard working. These characteristics successfully carried her through college while working full-time, and they also drive her to be a proactive and responsive advocate for her clients today. As Triangle Financial Services lead advisor, Bailey prioritizes building trusted relationships with her clients to identify, plan and assist them while working toward their personalized wealth goals.
“To me, Triangle Financial represents what I aspire to offer my clients and colleagues every day—collaborative, compassionate and transformative services to assist others in living their best lives.”
Bailey’s financial journey began at a young age when she started saving money in an envelope stuffed under her mattress. As her interests in finance grew, she started as a bank teller in high school and ultimately worked her way educationally and professionally to become a financial advisor. From interacting with customers behind the teller line to helping people transform their lives through investment and financial planning, Bailey found her calling in helping clients plan fulfilling financial futures.
Bailey received her bachelor’s degree from the University of Iowa, holds several securities and insurance licenses, and is collaboratively trained as a Financial Neutral. When she’s not serving clients, Bailey loves spending time with her daughter, Mia, and dog, Marley. She also enjoys outdoor recreation and cooking with friends and family.
Securities and Advisory Services offered through Harbour Investments, Inc.
BAILEY FAWKES
Lead Advisor
Two words that describe Bailey Fawkes as a professional: tenacious and hard working. These characteristics successfully carried her through college while working full-time, and they also drive her to be a proactive and responsive advocate for her clients today. As Triangle Financial Services lead advisor, Bailey prioritizes building trusted relationships with her clients to identify, plan and assist them while working toward their personalized wealth goals.
“To me, Triangle Financial represents what I aspire to offer my clients and colleagues every day—collaborative, compassionate and transformative services to assist others in living their best lives.”
Bailey’s financial journey began at a young age when she started saving money in an envelope stuffed under her mattress. As her interests in finance grew, she started as a bank teller in high school and ultimately worked her way educationally and professionally to become a financial advisor. From interacting with customers behind the teller line to helping people transform their lives through investment and financial planning, Bailey found her calling in helping clients plan fulfilling financial futures.
Bailey received her bachelor’s degree from the University of Iowa, holds several securities and insurance licenses, and is collaboratively trained as a Financial Neutral. When she’s not serving clients, Bailey loves spending time with her daughter, Mia, and dog, Marley. She also enjoys outdoor recreation and cooking with friends and family.
