Broker Check

Meet the Team

At our firm, we have the client—and only the client—in mind.

Oaktree Advisors is an independent, family-owned, registered investment advisory firm. We provide Retirement Income Planning, Wealth Management, Life Insurance, Long-term Care Strategies, Medicare Planning, and Trust Services to affluent individuals, families and business owners.

Oaktree Advisors provides comprehensive, financial advice and guarantees the high level of personal service you expect and deserve. As Registered Investment Advisors, we are ethically required to act in your best interest at all times. This is the bedrock principle behind every investment recommendation we make for every client—and for you.

Paul Eichman, CFP®

Principal, Financial Advisor

(610) 882-5670

(610) 882-5671

[email protected]

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®

Financial Advisor

(610) 882-5670

(610) 882-5671

[email protected]

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

Financial Advisor

(610) 882-5670

(610) 882-5671

[email protected]

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.

Lou Hershman, Jr.

Financial Advisor

(610) 882-5670

(610) 882-5671

[email protected]

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.

Laura Eichman

Benefits Consultant

(610) 882-5670

(610) 882-5671

[email protected]

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 also 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.

Judith A. Weichel

Operations Manager

(610) 882-5670

(610) 882-5671

[email protected]

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.

Judy has more than 18 years experience in the financial services industry. She holds a Series 99 Operations License and is a notary in the Commonwealth of Pennsylvania.

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.

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