Morningstar - Winter 2019 - 70
Investors
A Principled Approach
Kendra Erkamaa adheres to a philosophy
of collaboration and compassion.
and stiff penalties and late fees. The sessions are
geared to help women create savings goals,
use budgets, and pay off debt. It's not an easy fix,
with some of the women just making $10
an hour or less. Erkamaa hints at the need for
institutional, systemic change. "The more
I work with these women, the more I believe in
restorative justice," she says.
She's also a firm believer in teamwork over
going it alone.
USER PROFILE
Charles Keenan
As Kendra Erkamaa builds wealth for her clients,
she keeps an eye on the greater good.
Erkamaa, 39, is the owner and principal advisor
of Triangle Financial Services in Des Moines,
Iowa. She has grown the firm to $81 million
in assets under management as of late August,
70
up from $28 million in 2007, when she bought the
book of business from a retiring partner.
She says she runs the firm based on principles
that include "compassionate values," "holistic
approach," "independence," and "giving
back." She and her team spend time each month
working with women who are getting back
on their feet after being incarcerated or homeless.
Often the women have significant debt,
accumulated in part from high borrowing costs
"There's this cultural belief that we as individuals
actually know what's best for ourselves,"
she says. "Yet if we collaborated more and didn't
always put all of the onus on the individual,
we would be far better off. It's a philosophy that
has driven me through all of my career, of how
I build this practice and how I serve my clients."
Triangle employs two other financial advisors and
an administrative assistant, all women. They
Morningstar - Winter 2019
Table of Contents for the Digital Edition of Morningstar - Winter 2019
Contents
Morningstar - Winter 2019 - Cover1
Morningstar - Winter 2019 - Cover2
Morningstar - Winter 2019 - 1
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Morningstar - Winter 2019 - Contents
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