Paul Eichman, CFP®
Principal, Financial Advisor
As Oaktree’s Principal, Paul is directly involved with all aspects of the company and is responsible for the management and oversight of existing client relationships as well as business development and strategic planning.
He works primarily with individuals and corporations in the areas of retirement planning, insurance analysis and wealth management. He is a graduate of Lehigh University and has earned the CERTIFIED FINANCIAL PLANNER™ designation from the American College of Financial Services. He also holds a general securities license and an insurance license.
Paul lives in Bethlehem with his wife and two children. He is a member of the Estate Planning Council of the Lehigh Valley, the Muhlenberg College Board of Associates and the Lehigh Valley Advisory Board for the Salvation Army.
Benjamin Eichman, CFP®
As a Financial Advisor, Ben provides our clients with individual financial advice and counseling on retirement planning, investment management and insurance analysis.
Ben earned the CERTIFIED FINANCIAL PLANNER™ designation and is a graduate of the University of Delaware. He is also a Registered Representative with Purshe Kaplan Sterling Investments.
Ben lives in Bethlehem and enjoys spending time with his family and being involved in the community. He is a member of the Board of Directors for Meals on Wheels of Northampton County and is an active volunteer delivering meals to people throughout the Lehigh Valley. He is also involved with the Muhlenberg College Board of Associates.
Trudy A. Fearon,
Trudy joined the Oaktree Team in 2016, bringing with her three decades of experience in the financial services industry. She is a well-credentialed financial advisor that uses a Series 7, Series 65 and series 24. Trudy’s extensive background in investments and insurance planning allows her to help her clients achieve their desired goals and objectives. Trudy enjoys working closely with family owned businesses, retirement plan participants and high net worth clients.
Trudy and her husband, Graham, live in Northampton. She is the Vice President of the Muhlenberg College Board of Associates and an active volunteer for adult literacy programs in the Lehigh Valley. She is known and loved for her homemade chocolates she lavishes on her friends and clients.
Jane A. Kapinas,
Trust Accounting System Management Certified, NCS; Pennsylvania Bankers Association Certification/Trust Administration Certified, Central Atlantic School of Trust, Bucknell University
Jane joined Oaktree Advisors in 2016 with more than 30 years of experience in trust operations and trust administration. Jane serves as the intermediary between her client’s legal professionals and the trust company. She maintains a close personal and professional relationship with her clients, allowing her to understand each family’s unique needs.
Jane is a resident of Bethlehem, along with her family. She strongly believes in community involvement and is actively involved with many organizations, including:
- Estate Planning Council of the Lehigh Valley
–Past President, Board Member, Past Chairperson of Sponsorship Committee, Current Member of Sponsorship Committee
- The Bach Choir of Bethlehem
–Current Board Member and Chairperson of Business Partnership Committee; Past Chairperson and Current Member of Gala Committee
- Lehigh Valley Community Foundation
–Current Member of the Professional Advisors Council
- Lehigh Valley Consortium of Professional Organizations
- Muhlenberg College Board of Associates
She is also past president of PBA Corporate Fiduciaries Group and a past member of the Lehigh Valley Health Network Planned Giving Advisory Council.
Benjamin M. Tenaglia, III
Ben brings more than 30 years of trust and investment experience to Oaktree Advisors.
He is responsible for setting investment strategy, selecting appropriate investments and allocating investments to properly meet each client’s personal objectives. Ben helps individuals, trusts, estates, and charitable organizations determine the asset allocation that puts them in the best position to realize their financial goals.
Ben is a graduate of Villanova University and lives with his family in Bethlehem.
He is a member of the Morning Star Rotary Club of Bethlehem and also serves on the board of The Foundation for the Bethlehem Area School District.
Lou Hershman, Jr.
Lou has nearly 20 years of experience in the financial services industry. He specializes in comprehensive financial planning (tax, cash flow, budgeting and retirement planning) and investment management. He is a Registered Representative with Purshe Kaplan Sterling Investments and a Registered Investment Advisor with Oaktree Advisors LLC.
Lou graduated from Kutztown University and resides in Bethlehem with his wife and two sons.
Judith A. Weichel
Judy is responsible for office management and supervising all asset management services. She ensures that communication with our various providers is seamless and focuses on delivering superior service in every aspect of client relationships.
Judy is also the day-to-day link between Oaktree and Purshe Kaplan Sterling, our broker-dealer, and is a notary in the Commonwealth of Pennsylvania.
Client Service Representative
Jess has been with Oaktree Advisors since 2014. She provides administrative support and is in charge of life insurance operations. In addition to the day to day servicing of policies, Jessica handles the application and underwriting process for new insurance business.
In her free time, Jess enjoys spending time with her family and friends.