Meet the team

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

Two words that describe Bailey Davis 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 DAVIS

Lead Advisor

Two words that describe Bailey Davis 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.

LUCAS KANE

Lead 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

Lead 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.

ELIZABETH (LIZ) NOBLE

Paraplanner

Elizabeth (Liz) Noble joined the Triangle Financial Services team with the goal of helping clients transform their lives. As a paraplanner, Liz assists the Triangle Financial team to ensure all clients experience the customized, relationship-focused services they’ve come to expect and enjoy.

Liz grew up in a small central Iowa town and still has family in the area. She lives in Des Moines and enjoys yoga, hiking, running, reading and spending time with family, friends and her new Pembroke Welsh Corgi puppy named KanKan.


ELIZABETH (LIZ) NOBLE

Paraplanner


 
Elizabeth (Liz) Noble joined the Triangle Financial Services team with the goal of helping clients transform their lives. As a paraplanner, Liz assists the Triangle Financial team to ensure all clients experience the customized, relationship-focused services they’ve come to expect and enjoy.

Liz graduated in 2020 with a bachelor’s degree in Financial Counseling and Planning from a Certified Financial Planning program at Iowa State University. "I chose to study finance because I want to help people transform their lives. I am proud to be a part of the Triangle Financial team helping serve clients and advisors at Triangle Financial," she says

Liz grew up in a small central Iowa town and still has family in the area. She lives in Des Moines and enjoys yoga, hiking, running, reading and spending time with family, friends and her new Pembroke Welsh Corgi puppy named KanKan.

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