Image

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.

Meet The Team

<a href="#image-popup4" class="open-popup-link"> <div class="flip-container"> <div class="flipper"> <div class="front"><img class="size-full wp-image-152 aligncenter" src="https://www.trianglefsinc.com/wp-content/uploads/2017/10/meet-team1-1.png" alt="" width="170" height="170"></div><div class="back color1">Meet Kendra</div> </div> </div> </a> <div id="image-popup4" class="white-popup color1 mfp-hide"> <div class="bio"> <div class="bio-image"> <img class="alignnone size-full wp-image-384" src="https://www.trianglefsinc.com/wp-content/uploads/2017/10/Kendra-Erkamaa.jpg" alt="" width="300" height="350"> <div class="signature"><img src="https://www.trianglefsinc.com/wp-content/themes/Divitheme-child/images/signature1.png"></div> </div> <div class="bio-content"> <h3>KENDRA ERKAMAA</h3> <h6><span style="color: white;">CEO | Financial Advisor</span></h6> <h6><span style="color: white;">Certified Divorce Financial Analyst (CDFA)</span></h6> <p>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.<p><p>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. <p>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.<div class="bio-content-bottom"> <div class="bookme1"><a href="https://trianglefinancial.youcanbook.me/">Book Me</a></div><br><p style="font-size:12px; text-align: center; line-height: 1.3;">Securities and Advisory Services offered through <b>Harbour Investments, Inc.</b></p> <div class="finra"><a href="https://brokercheck.finra.org/individual/summary/4856375" target="_blank" rel="noopener">BrokerCheck</a></div> </div> </div> </div> </div> <h3 style="text-align: center;">KENDRA ERKAMAA</h3><h4 style="text-align: center;"><strong>CEO</strong></h4><h4 style="text-align: center;"><strong>Financial Advisor</strong></h4><br><p style="text-align: center;">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.</p>
<a href="#image-popup6" class="open-popup-link"> <div class="flip-container"> <div class="flipper"> <div class="front"><img class="size-full wp-image-162 aligncenter" src="https://www.trianglefsinc.com/wp-content/uploads/2017/10/image2-1.png" alt="" width="170" height="170"></div> <div class="back color3">Meet Lindsey</div> </div> </div> </a> <div id="image-popup6" class="white-popup color3 mfp-hide"> <div class="bio"> <div class="bio-image"> <img class="alignnone size-full wp-image-400" src="https://www.trianglefsinc.com/wp-content/uploads/2017/10/Lindsay-Taylor.jpg" alt="" width="300" height="350"> <div class="signature"><img src="https://www.trianglefsinc.com/wp-content/themes/Divitheme-child/images/signature3.png"></div> </div> <div class="bio-content"> <h3>Lindsey Taylor</h3><h6>Financial Advisor | Small Business Specialist</h6><h6>Masters in Financial Management (MFM)</h6> <p>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.</p> <p>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.</p> <p>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.</p> <div class="bio-content-bottom"> <div class="bookme3"><a href="https://smallbusinesssolutions.youcanbook.me/">Book Me</a></div> </div><br><p style="font-size:12px; text-align: center; line-height: 1.3;">Securities and Advisory Services offered through <b>Harbour Investments, Inc.</b></p><div class="finra"><a href="https://brokercheck.finra.org/individual/summary/5584861" target="_blank" rel="noopener">BrokerCheck</a></div> </div> </div> </div> <h3 style="text-align: center;">LINDSEY TAYLOR</h3><h4 style="text-align: center;"><strong>Small Business Specialist</strong></h4><h4 style="text-align: center;"><strong>Financial Advisor</strong></h4><br><p style="text-align: center;">Striving to bring a holistic approach to small businesses, I support our clients by advising on employee benefits, including retirement plans and group insurance.</p>
<a href="#image-popup5" class="open-popup-link"> <div class="flip-container"> <div class="flipper"> <div class="front"><img class="size-full wp-image-161 aligncenter" src="https://www.trianglefsinc.com/wp-content/uploads/2020/09/aurora-team.jpg" alt="" width="170" height="170"></div> <div class="back color4">Meet Aurora</div> </div> </div> </a><div id="image-popup5" class="white-popup color4 mfp-hide"> <div class="bio"> <div class="bio-image"> <img src="https://www.trianglefsinc.com/wp-content/uploads/2020/02/boston_aurora_01-002-e1584441216403.jpg" alt="" width="300" height="350" class="alignnone size-full wp-image-403"> </div> <div class="bio-content"> <h3>Aurora Boston</h3><h6>Administrative Assistant at Triangle Financial Services</h6><p>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.</p><p>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.</p> <p>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.</p></div></div></div> </div> <h3 style="text-align: center;">AURORA BOSTON</h3> <h4 style="text-align: center;"><strong>Administrative Assistant</strong></h4><br> <p style="text-align: center;">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.</p>

What’s Happening

Articles

Women And Financial Strategies
READ MORE
A Decision Not Made Is Still a Decision
READ MORE
Ask Triangle – Jan. 6, 2023
READ MORE

Contact Us

    Interest



    css.php