Roman Batschynsky, CFP®
President and Founder
Oakwood Financial Network’s experienced investment professionals take a hands-on approach to the investment planning process, providing comprehensive guidance, up-to-date information, and customer care in every phase of our clients’ goals and objectives. We have placed a major emphasis on educating retirees (and those preparing for retirement) on how to protect their assets, organize, and create a plan utilizing tax advantaged strategies in combination with time horizon and lifetime needs. Helping clients prepare and develop a multi- level retirement approach including pre-tax, after-tax, and tax free portfolios for a more tax efficient distribution plan is a key component and focus with our pre retiree clients, as well as addressing estate planning concerns for life’s unexpected events. We work with successful clients that are interested in holistic planning, realizing that investments are only a part of the conversation. Tax efficient income distributions along with wealth preservation and transfer remain to be a key focus with our retiree clients. We pride ourselves in developing long term relationships with our clients and their CPA’s, Estate planning Attorney’s, or other trusted professionals to develop a sound plan for Accumulation, Preservation, and Wealth Transfer.
Roman Batschynsky is the President and Founder of Oakwood Financial Network and a CERTIFIED FINANCIAL PLANNER™ professional. Mr. Batschynsky has been in the investment industry since 1989 when he began working for a major Wall Street-based Investment firm as a summer intern.
Prior to establishing Oakwood Financial Network, L.L.C., in 1995, Roman was a Top 10 ranked District Manager with The Equitable of N.Y., helping to hire, train and develop other successful Practitioners in the securities and insurance industry while helping individuals plan, organize, and develop strategies for financial success.
As a CERTIFIED FINANCIAL PLANNER™ certificant, Roman provides a wealth of knowledge on many financial topics and frequently volunteers his services as a speaker to groups and organizations as a way to give back to his home state of Michigan.
Over the years, Roman has been regularly featured on radio shows including his very own “Money Wise” radio program on AM 1400 “The Patriot”, and FM101.5. Mr. Batschynsky has been featured in The Detroit News, primarily in the “Monday Morning Money Makeover” segment in years past when the paper was a primary source for information. He has also made appearances in local communities and television shows as a source for financial guidance, frequently speaking at various local functions and workshops.
Having completed Oakland University’s Personal Financial Planning curriculum in preparation for the CFP® certification years ago, Roman had been called upon regularly by course instructors to substitute teach several courses in the Personal Financial Planning program at Oakland University, which prepares individuals for the CFP® exam. Roman has a passion for helping others succeed with their financial goals; this is self-evident the moment you sit down and begin telling Roman your personal story.
Oakwood Financial Network LLC is open to working relationships with individuals having investable assets as low as $250,000 and a desire to prepare for their financial goals proactively. Individuals and Small/Mid size business owners focusing on Wealth Accumulation, Preservation, and Transfer of Assets utilizing tax efficient strategies are encouraged to call and schedule a no obligation review of their current preparations at 248 312-7217
Senior Executive/Client Relations
Diane is involved with the day to day operations of Oakwood Financial Network LLC. With her para-legal background and dynamic personality, Diane takes great pride in her attention to detail and development of practice efficiencies.
Operational responsibilities include supervision of office operations, client relations, and compliance related preparations. Diane is also involved with client appreciation events and satisfaction surveys.
Jaclyn is your first contact with Oakwood Financial Network and responsible for administration functions and appointment requests. As the first person that clients will see at our office or hear on their call into the office, Jaclyn is responsible for making your office visit or service request as pleasant and welcoming as possible. Establishing client account paperwork and/or distribution/transaction requests are also the primary responsibility of Jaclyn.