About Us

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 focuses on 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. 

As a Financial Advisor, Ben focuses on 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.

Bio Coming Soon...

George has been involved in the financial services business for 41 years. Prior to joining Oaktree Advisors, he worked at an investment advisory office in Bethlehem as one of their licensed Registered Investment Advisors (RIA) responsible for financial planning, investment management and personal trust relationships. 

George holds a BS in Accounting from Moravian College. He attended Trust School at Bucknell University and National Graduate Trust School at Northwestern University. He was granted the Series 65 License and was awarded the designation of a Certified Trust & Financial Advisor (CTFA) from the Institute of Certified Bankers in Washington, DC.

George resides in Bethlehem with his wife, Cindy. He currently serves on the Board of Life Path. In his free time, he enjoys golfing, watching sporting events and spending time with his family.

John has spent 46 years in the financial services industry and the past 19 years as Senior Vice President at The Philadelphia Trust Company. He earned a BA degree in Mathematics from East Stroudsburg University. He earned the Certified Financial Planner (CFP®) and the Accredited Investment Fiduciary (AIF®) designations.

John lives in Easton and enjoys watching sports and watching his grandchildren grow up.

Lou has nearly 20 years of experience in the financial services industry. He focuses on comprehensive financial planning (tax, cash flow, budgeting and retirement planning) and investment management. He is a Registered Representative with Madison Avenue Securities, LLC 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 is responsible for managing the day-to-day operations, finances, compliance 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 Macungie and enjoys spending time with her family and friends. She serves as the Treasurer of the Junior League of the Lehigh Valley, a women's volunteer and leadership training non-profit organization. Laura is also an avid tennis player.

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.

Danielle assists our team with client & administrative services. She is responsible for providing exceptional customer service to our clients, addressing client inquiries and assisting with daily administrative tasks.

Danielle joined the team with 7 years of banking and financial service experience for a community bank. Dani lives in Center Valley with her husband and two children. She enjoys spending time at the ball field watching her son play baseball and at the dance studio with her daughter. Dani assists/teaches a few classes a week at the dance studio as well. 

As a dedicated Client Services Representative, Tamara ensures every interaction is friendly, efficient, and solutions focused. With a strong background in customer service and administrative support, she plays a key role in helping our office run smoothly while supporting clients with their financial needs. 

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 Bethlehem. In her free time she enjoys kayaking, trying out local restaurants, and hanging out with her maltipoo, Theo.

For all the dog lovers, we have a canine member of our team here at Oaktree. Her name is Lucy. A very loveable, hypoallergenic golden doodle. Whenever Lucy is in the office, she brings joy, warmth and smiles to everyone she meets. Her duties include greeting visitors, boosting morale, and reminding us all to take a moment to enjoy life (and maybe a treat). Her presence makes the workplace brighter, one tail wag a time.