Broker Check

Meet the Team


<b>We help people retire.&#160; Comfortably and with confidence.</b>

We help people retire.  Comfortably and with confidence.

Oaktree Advisors is an independent, family-owned, registered investment advisory firm. Our goal is to help clients have a greater sense of confidence around their financial future and avoid the pitfalls so many people make before and during retirement. We help our clients simplify the complicated, make smart decisions, and avoid costly retirement mistakes. 

Why work with a Registered Investment Advisor (RIA)?

As a fiduciary, we always act in the best interest of our clients. This allows us to provide conflict free advice and work alongside clients to help them reach their financial goals. 

Paul Eichman, CFP®

Principal, Financial Advisor

(610) 882-5670

(610) 882-5671

peichman@pksinvest.com

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.

Paul specializes in retirement income planning and helping clients prepare for a secure and financially independent retirement.. 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, Katie, and their children John, Grace, and Andrew.  In his free time, Paul enjoys exercising, traveling, and coaching youth soccer. He serves as a board member of the Arc of Lehigh and Northampton Counties.

Benjamin Eichman, CFP®

Financial Advisor

(610) 882-5670

(610) 882-5671

beichman@pksinvest.com

As a Financial Advisor, Ben specializes in retirement income planning and investment 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 with his wife, Nicole and their children Sam and Abby and their golden doodle, Lucy. He enjoys playing pickleball and spending time with his family.

Laura Eichman

Office Manager, Medicare Sales

(610) 882-5670

(610) 882-5671

leichman@pksinvest.com

Laura is responsible for managing the day-to-day operations, finances and marketing at Oaktree Advisors. She also provides 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 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 serves as a Board Member of the Junior League of the Lehigh Valley. Laura is also an avid tennis player.

Michael McFetridge

Estate Planning Coordinator & Licensed Agent

610-882-5670

610-882-5671

michael_mcfetridge@yahoo.com

As a licensed agent and estate planning coordinator, Michael has helped hundreds of families protect and preserve their estates through different strategies and products. Michael has prided himself on maintaining a relationship and being there for his clients for over 10 years.
 
Michael has a Bachelor's Degree from Millersville University where he was captain of the football team and a 2-time All American. He also received a Master's Degree from East Stroudsburg University. Michael Currently resides in Bethlehem, PA with his wife and son. In his free time, he enjoys watching his son play sports and helping him train.

John Clarke III

Estate Planning Coordinator & Licensed Agent

610-882-5670

610-882-5671

jwclarke@csi2.biz

John has been helping his clients and their families protect and preserve their estates through diverse strategies and products. Building trust and maintaining relationships with his clients has been the key to his success.
 
John attended Temple University and majored in Marketing and Finance. John currently resides in Quakertown, PA with his wife of over 50 years. In his free time, he enjoys spending time with his family and attending his Grandson's sporting events.

Lou Hershman, Jr.

Financial Advisor

(610) 882-5670

(610) 882-5671

lhershman@pksinvest.com

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.

Megan Rogers

Client Services Representative

610-882-5670

610-882-5671

mrogers@pksinvest.com

Megan is responsible for supporting new and existing client services. She ensures that communication with our various providers is seamless and focuses on delivering superior service in every aspect of client relationships.

Megan is an administrative professional who has 10 years' experience working in the financial planning field. Megan lives in Center Valley with her daughters and maltipoo, Sandy. In her free time she loves going for walks, working out, and spending time with her family and friends. She also enjoys volunteering with the Girl Scouts and at her daughters' school.

Gabrielle Wyllie

Client Services Representative

6108825670

gabrielle.wyllie@pksinvest.com

Gabrielle assists our team with all operational and client-facing needs, from opening accounts to researching client inquiries. She wants our clients to know that their goals are always a top priority, and she works diligently to ensure their needs are addressed in a timely and efficient manner.

Gabrielle has 8 years of experience in the banking industry. She currently resides in Quakertown. In her free time she enjoys kayaking, trying out local restaurants, and hanging out with her maltipoo, Theo.

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Contact Us