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 three children. He is a member of the Estate Planning Council of the Lehigh Valley, the Muhlenberg College Board of Associates and the Advisory Board for The ARC of Lehigh & Northampton Counties.
Benjamin Eichman, CFP®
As a Financial Advisor, Ben specializes in retirement income planning and wealth management.
Ben earned the CERTIFIED FINANCIAL PLANNER™ designation and is a graduate of the University of Delaware. He also holds a general securities license and an insurance license.
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 the Greater Lehigh Valley 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.
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.
Laura is responsible for Medicare consulting and sales. She holds a license in health, accident and life insurance. She is certified to offer Medicare Advantage, Medicare Supplement (Medigap), and Medicare Prescription Drug health plans. Laura is also responsible for the sales and implementation of our employee benefit programs. In addition, she handles marketing for new and existing clients and provides administrative support for the day-to-day operations.
Laura is a graduate of the University of Delaware. She has 10 years of corporate banking experience as a finance manager and financial analyst. Laura lives in Bethlehem and enjoys spending time with her family and friends. She is an active member of the Junior League of the Lehigh Valley. Laura is also an avid tennis player.