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.

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, their son, Sam and their golden doodle, Lucy. He enjoys playing golf and spending his summer weekends in Long Beach Island with his family.

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.

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 is responsible for 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.