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Triangle Financial Services broadens services with expansion


Triangle Financial Services, an independent wealth management firm in Des Moines, has expanded with the addition of two financial advisers and a second office location in Grinnell. The 10-year-old firm, owned and operated by Kendra Erkamaa, has hired Jessica Dillon, a financial adviser specializing in comprehensive investment management services for nonprofit organizations. Additionally, Lindsey Taylor, also a financial adviser, joined to help small businesses with employee benefits, including retirement plans and group insurance. Both associates have extensive backgrounds in wealth management with over 24 years of combined experience. Erkamaa said in a release that providing a holistic approach to financial planning for nonprofits and small businesses was “the logical next step for expansion.” An open house at its Ingersoll Avenue office will be held Dec. 21, with an open house at the Grinnell office to be held in January. For more information visit the firm’s website.

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