Broker Check

Meet the Team

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. 

Call us today to see if we can help…or to just get a second opinion if you’re not as confident about your retirement plan as you’d like to be.

Why work with a Registered Investment Advisor (RIA)?

We are bound by fiduciary standards to always act in your best interest.

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 golden doodle Lucy. He enjoys spending time with his family and traveling. 

Trudy A. Fearon

Financial Advisor

(610) 882-5670

(610) 882-5671

tfearon@pksinvest.com

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

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.

Laura Eichman

Benefits Consultant

(610) 882-5670

(610) 882-5671

leichman@pksinvest.com

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

jweichel@pksinvest.com

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.

Jimmy Hirsh

Insurance Sales Associate

(610) 882-5670

(610) 882-5671

jimmyhirsch@gmail.com

Jimmy is the newest addition to Oaktree Advisors. As an educator with over a decade of experience, his focus will be on providing families and businesses information on life insurance, health insurance, and other ways to protect their hard-earned income. 

A graduate of DeSales University and Dominican College for his master's degree, Jimmy enjoys spending time with his family, traveling with friends, and competing in fitness. Jimmy strongly believes in our future leaders of tomorrow and has been on the founding board of several local schools and volunteered with Valley Youth House.

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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