Contact Info

Services

• Investment Advisory
• Wealth Managment
• Insurance Planning
• Business Coaching
• Business Investing
• Real Estate Investing

Hours of Operation

Our Social Networks/Blogs

About Us

Rob Read is the founder of CWR Private Client Group, where he combines his experience as a business owner, consultant, and financial planning strategist to help clients make confident, informed financial decisions. He’s passionate about cutting through the noise and confusion in the financial world so people can clearly see their options and choose what’s best for them.

Rob also gives back to his community by serving as President of the Board of Directors for the Cottleville/Weldon Spring Chamber of Commerce and as a Board Member for Entrepreneurs' Organization Accelerators, supporting local businesses and entrepreneurs as they grow and thrive.

Rob lives in St. Charles County, Missouri with his wife and their four kids. When he’s not working with clients or collaborating with other business leaders, you’ll probably find him training for his next Ironman Triathlon.

 

Kaylee Woods is the Director of Client Experience at CWR Private Client Group, and she’s passionate about making sure every client feels comfortable, supported, and confident in their financial planning journey. Kaylee is all about keeping things simple and meaningful — she wants the process to be as smooth and stress-free as possible for every person who works with the team.

Before joining CWR, Kaylee spent over 10 years in the legal field as a paralegal and legal assistant. Her strong organization skills, eye for detail, and genuine love for helping and connecting with people shine through in everything she does. She’s dedicated to keeping clients informed, making sure they feel cared for, and ensuring their goals always come first.

Kaylee lives in Foristell with her two daughters, who are her world. She treasures being present in their lives and proudly serves as their biggest cheerleader.

In her free time, Kaylee enjoys a little healthy competition — you’ll often find her playing soccer or sand volleyball. She also loves reading, working out, spending time with friends, and being actively involved in her church’s small group and women’s gatherings. Her faith and family are the heart of her life.

Kaylee’s goal is to help make financial planning a positive, meaningful experience and to build genuine, lasting connections with everyone who partners with CWR Private Client Group.