Since finances play into virtually every decision you make, we believe it’s important for us to fully understand your financial motivations, challenges and objectives when helping you determine the best course of action. This heart-centered, holistic approach to finances is different from the industry norm, and it’s proven successful for us for more than 20 years.
As an independent firm, we don’t benefit from upselling you on products and services you don’t need. As your trusted partner, we take pride in helping you make the best decisions for financial success. Whatever your vision for the future — we will help you realize it. We’ll be there with you every step of the way, offering support as you identify, pursue and achieve your financial goals.
WHAT MAKES US DIFFERENT
Financial planning for any business, nonprofit or individual can be daunting. That’s why we’re here — so we can help you prepare for the future with confidence. As Central Iowa financial advisors in Grinnell and Des Moines, we offer:
- Compassionate values – As an independent firm with an objective viewpoint, we have the freedom to do what is best for you without corporate culture and mandates, and to provide an outstanding level of service at the lowest price.
- Holistic approach – We’ll help you review the entire scope of your lifestyle and your finances, so you can make the best choices for your situation.
- Customized experience – Your needs are unique, and so is our method of business. As we get to know you and your goals, we can help design a comprehensive plan that works best for you.
- Independently operated – With no parent corporation to answer to, we can offer you a comprehensive portfolio of products and services you want from a wide range of companies.
- Relationship driven – We know that life changes occur, so we offer regular reviews and meetings — from quarterly to annually — depending on your preference.
- One-stop-shop – As a small agency with big capabilities, we are a one-stop shop for your administrative needs. No more waiting on hold to speak to an actual person. No more researching and managing your own investments. No more wading through industry jargon to get the answers you need. Call us and we’ll take care of it.
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, which 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.
Lindsey Taylor | she/her
Financial Advisor | Small Business Specialist
Masters in Financial Management (MFM)
I strive to bring holistic financial planning to individuals and families, especially young professionals. I enjoy helping individuals and couples develop a plan to reach financial independence. We believe our holistic, mindful approach to finances will help guide and support the next generation in the achievement of their goals and dreams while enjoying life today. Many of the young professionals I work with are also Small Business owners, looking for ways to support their employees and develop loyalty to their company while growing their business.
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 have been Triangle’s resident para-planner for over 10 years, helping prepare all the details for client reviews, and have been working with clients for over 3 years.
I grew up in Northeast Iowa, and currently reside in West Des Moines with my wife, Zoie, and two children. In my free time, I enjoy cooking, playing outside with the kids, and have developed a new hobby of chalk art. I participate in the West Des Moines Chamber of Commerce and am the Young Professionals director for the local Society of Financial Professionals chapter.
Securities and Advisory Services offered through Harbour Investments, Inc.
I graduated from the University of Iowa in August 2020 with a Bachelors of Business Administration degree in Finance. While I was in college, I held a leadership position in my sorority, served as a Judicial Justice on the Panhellenic Council, was a member of InvestHer, and worked as a part time server.
I joined Triangle Financial Services in August 2020 and am looking forward to working alongside the Triangle team to gain knowledge and experience. Before joining Triangle Financial, I had an internship role at DLL Finance where I worked as Credit Documentation Intern.
I grew up in the Des Moines area and have returned following my college graduation. I value spending time with my friends and family, travelling, and maintaining an active lifestyle.
Administrative Assistant 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.
Giving back to the community is just another way we stay true to our philosophy of offering a heart-centered, holistic approach to wealth.
As a firm, we uplift women and girls through financial literacy education and counseling. We meet these individuals where they are without judgment, opening them up to the possibility of a financially sound foundation in their lives.
We have been volunteering with the Girl Scouts since 2010 and hosting Scout Night during Money Smart Week to help girls earn their financial literacy badges. Kendra gives her time teaching a financial literacy lesson to Daisy and Brownie Troops. Lindsey volunteers for the Iowa Center for Economic Success. We are members of the JumpStart coalition which strive to educate and prepare our nation’s youth for lifelong financial success.
Giving back is a driving force behind what we do as financial advisors, and we take pride in offering our time, talent and resources to make our community stronger.