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 West Des Moines with her husband and two daughters. When she’s not leading her team and serving clients, Kendra can be found practicing yoga, biking and enjoying nature with her family and 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 West Des Moines with her husband and two daughters. When she’s not leading her team and serving clients, Kendra can be found practicing yoga, biking and enjoying nature with her family and friends.
BAILEY DAVIS
Lead Advisor
Bailey Davis is tenacious and hard working. It’s these two qualities that successfully carried her through college while working full-time, and it’s also what helps her to be a proactive and responsive advocate for her clients today.
As Triangle Financial Services lead advisor, Bailey focuses on fostering trusted relationships with her clients to identify, plan and assist them in working toward their customized wealth goals.
“To me, Triangle Financial represents what I aspire to offer my clients and colleagues every day—collaborative, compassionate and transformative services to help others live their best lives.”
Before joining Triangle Financial in 2022, Bailey spent nine years with Bankers Trust Company in Des Moines. When not serving her 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 DAVIS
Lead Advisor
Bailey Davis is tenacious and hard working. It’s these two qualities that successfully carried her through college while working full-time, and it’s also what helps her to be a proactive and responsive advocate for her clients today.
As Triangle Financial Services lead advisor, Bailey focuses on fostering trusted relationships with her clients to identify, plan and assist them in working toward their customized wealth goals.
“To me, Triangle Financial represents what I aspire to offer my clients and colleagues every day—collaborative, compassionate and transformative services to help others live their best lives.”
Before joining Triangle Financial in 2022, Bailey spent nine years with Bankers Trust Company in Des Moines. When not serving her clients, Bailey loves spending time with her daughter, Mia, and dog, Marley. She also enjoys outdoor recreation and cooking with friends and family.
LUCAS KANE
Associate Advisor
As a long-time athlete, Lucas Kane has relied on goal setting, persistence and ambition as the bedrock of his efforts. Now an associate advisor for Triangle Financial Services, these same characteristics drive him to offer clients a dedicated, customized financial and wealth building experience.
“My goal when working with our clients is to create lasting and meaningful relationships to foster successful financial plans.”
Lucas received his Master of Finance degree at the University of Iowa and his bachelor’s degree from Luther College. His background includes various roles in financial services, including research and sales.
He has previously served on diversity, equity and inclusion committees and integrates that knowledge into his work at Triangle Financial.
Throughout all four years of his undergraduate studies, Lucas was on the track and field team. Now he plays with several softball leagues in both Ames and Des Moines. Born and raised in Iowa, almost all of Lucas’s family surround him in Des Moines or Cedar Rapids/Iowa City corridor areas.
Securities and Advisory Services offered through Harbour Investments, Inc.
LUCAS KANE
Associate Advisor
As a long-time athlete, Lucas Kane has relied on goal setting, persistence and ambition as the bedrock of his efforts. Now an associate advisor for Triangle Financial Services, these same characteristics drive him to offer clients a dedicated, customized financial and wealth building experience.
“My goal when working with our clients is to create lasting and meaningful relationships to foster successful financial plans.”
Lucas received his Master of Finance degree at the University of Iowa and his bachelor’s degree from Luther College. His background includes various roles in financial services, including research and sales.
He has previously served on diversity, equity and inclusion committees and integrates that knowledge into his work at Triangle Financial.
Throughout all four years of his undergraduate studies, Lucas was on the track and field team. Now he plays with several softball leagues in both Ames and Des Moines. Born and raised in Iowa, almost all of Lucas’s family surround him in Des Moines or Cedar Rapids/Iowa City corridor areas.
LUCAS KANE
Associate Advisor
As a long-time athlete, Lucas Kane has relied on goal setting, persistence and ambition as the bedrock of his efforts. Now an associate advisor for Triangle Financial Services, these same characteristics drive him to offer clients a dedicated, customized financial and wealth building experience.
“My goal when working with our clients is to create lasting and meaningful relationships to foster successful financial plans.”
Lucas received his Master of Finance degree at the University of Iowa and his bachelor’s degree from Luther College. His background includes various roles in financial services, including research and sales.
He has previously served on diversity, equity and inclusion committees and integrates that knowledge into his work at Triangle Financial.
Throughout all four years of his undergraduate studies, Lucas was on the track and field team. Now he plays with several softball leagues in both Ames and Des Moines. Born and raised in Iowa, almost all of Lucas’s family surround him in Des Moines or Cedar Rapids/Iowa City corridor areas.
Securities and Advisory Services offered through Harbour Investments, Inc.
LUCAS KANE
Associate Advisor
As a long-time athlete, Lucas Kane has relied on goal setting, persistence and ambition as the bedrock of his efforts. Now an associate advisor for Triangle Financial Services, these same characteristics drive him to offer clients a dedicated, customized financial and wealth building experience.
“My goal when working with our clients is to create lasting and meaningful relationships to foster successful financial plans.”
Lucas received his Master of Finance degree at the University of Iowa and his bachelor’s degree from Luther College. His background includes various roles in financial services, including research and sales.
He has previously served on diversity, equity and inclusion committees and integrates that knowledge into his work at Triangle Financial.
Throughout all four years of his undergraduate studies, Lucas was on the track and field team. Now he plays with several softball leagues in both Ames and Des Moines. Born and raised in Iowa, almost all of Lucas’s family surround him in Des Moines or Cedar Rapids/Iowa City corridor areas.
