44 Wealth Management LLC

Margo Werner is a CFP® with five years of industry experience and is currently part of the team at 44 Wealth Management LLC in Eugene, OR. Her prior work includes multiple roles at Bank of America Merrill Lynch and positions at Colgate University and Kenmore Air Harbor. She serves as a board member of the Marist Catholic High School Foundation, an educational organization in Eugene. 44 Wealth Management is an SEC-registered investment adviser managing over $445 million across more than 1,100 accounts. The firm provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutions, using a combination of active and passive strategies guided by Modern Portfolio Theory.

Holly Matus is a financial advisor at 44 Wealth Management LLC with nine years of industry experience. She holds a Series 66 designation and previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated for five years before joining her current firm in 2020. 44 Wealth Management is an SEC-registered investment adviser managing approximately $445.9 million across more than 1,150 accounts. The firm serves individuals, high-net-worth clients, trusts, retirement plans, and institutions, offering a combination of active and passive management guided by Modern Portfolio Theory and employing a range of analytical techniques and tactical asset allocation strategies.

Blaine Werner is a CFP® with 48 years of industry experience, currently serving at 44 Wealth Management LLC since 2020. His prior experience includes over four decades at Merrill Lynch and 11 years at Bank of America. He is an officer and director of the Lane Werner Family Foundation, a charitable organization through which his family donates to qualified charities. Werner also serves on boards for local community organizations, including the Eugene Police Foundation and Ascend-CSEF. 44 Wealth Management is an SEC-registered investment adviser managing approximately $445.9 million across more than 1,150 accounts. The firm provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, retirement plans, and institutions, employing a diversified approach that integrates active and passive management along with tactical asset allocation.

John Mullen is a financial advisor with 44 Wealth Management LLC in Eugene, OR. He holds a Series 65 designation and has two years of industry experience. His prior work includes roles at the University of Oregon and other diverse positions before entering the financial advisory field. 44 Wealth Management is an SEC-registered investment adviser managing over $445 million across more than 1,100 accounts. The firm serves individuals, high-net-worth clients, trusts, retirement plans, and institutions, employing a combination of active and passive management strategies with an emphasis on diversification guided by Modern Portfolio Theory.