Meet the Team
CWR Private Client Group was founded in 2019 by Rob Read.
We have been helping individuals and small business owners achieve financial success through innovative financial strategies for over 18 years.
ROB READ
Founder
Investment Advisor Representative
Voted BEST Financial Advisor in St. Louis for 2023 !
Rob Read is a the founder of CWR Private Client Group. His vast experience as a business owner, business consultant and financial planning strategist allows him to provide a clear path so his clients can have confidence in their financial decision.
Rob believes that the frustration individuals feel with regards to making major financial decisions is due to the conflicting financial messages and noise promoted within the marketplace. He is dedicated to educating and helping individuals understand the options available so they can confidently make the financial choices that are right for them.
Rob resides in St Charles County, Missouri with his wife and has four children. When he is not working with clients or insurance agencies, you can find Rob training for Ironman Triathlons.
Check out my YouTube Channel HERE. Don’t forget to like and subscribe!
Andy Osby
Chief Investment Officer ChFC®, CRPC
Andy is responsible for investment design and implementation of the Brokers International Financial Services Retirement Ally portfolio strategies consisting of fixed-income, domestic equity, international equities, and alternatives. While at Brokers Financial, he has realized the benefits of practicing a “risk-first” methodology.
Andy has over 24 years of experience in the financial services industry that includes managed account portfolio construction at Principal Financial Group as the Director of Investments and Senior Product Manager where he was responsible for overseeing $5 Billion in client assets under management.
Andy earned a B.B.A in Finance, holds a Chartered Financial Consultant (ChFC®) designation, Chartered Retirement Planning Counselor (CRPC®) designation, and Series 7 (General Securities Representative), 24 (General Securities Principal), 53 (Municipal Securities Principal), and 66 (Uniform Investment Adviser – Combined State Laws) licenses.
Dana Rice
Paraplanner & Financial Coach
As a Financial Paraplanner and Financial Coach, I am dedicated to assisting individuals in achieving financial stability and success. With a combination of my corporate finance experience and my commitment to helping others, I strive to make a positive impact on the lives of my clients.
I worked in the field of Corporate Finance for over 20 years before transitioning into my current roles as a Financial Paraplanner and Financial Coach. With a strong background in finance, I bring a wealth of knowledge and expertise to help individuals achieve their financial goals.
I earned my Bachelor of Science degree in Health Care Management from Southern Illinois University at Carbondale in 1998. My diverse educational background and work experience has provided me with a well-rounded perspective in addressing financial matters for individuals and small business owners.
My husband, Ryan and I live in Lake St. Louis with our three wonderful children, and our cuddly dog, Cora. Family is of utmost importance to me, and I love being actively involved in my children’s activities, whether it’s cheering them on at swim meets or attending their volleyball matches.
During my free time, I enjoy reading and prioritizing my health by engaging in regular exercise. These activities help me maintain a well-balanced lifestyle, allowing me to approach my work and personal life with renewed energy and enthusiasm.
Krista Francisco
Customer Relations Manager
As a Customer Relations Manager, Krista excels in providing exceptional back-end support for the CWR team. With a solid educational background, she devoted 14 years to the field of education, earning a Master’s in Curriculum and Instruction from Kansas University. Alongside her husband Joel, they are proud parents of two lovely girls. Krista and Joel both share a passion for outdoor activities and cherishing quality moments with their loved ones.
