Edward Jones - Financial Advisor: Erica Goltra

At COBLE MCCUNE Wealth Management we are a smaller financial services firm focused on individual relationships with our clients. Our clients stay with us over the long term because we take an individualized approach to financial planning.

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Overland Park – the first location to open before expanding nationwide – is here for you, serving the areas of Overland Park, Leawood and Olathe. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.