Margo Werner is a CFP® with six years of industry experience, currently serving as a financial advisor at 44 Wealth Management LLC in Eugene, OR. She has held roles at the firm since 2020 and previously worked at Bank of America Merrill Lynch and Colgate University. Werner serves as a board member of the Marist Catholic High School Foundation, an educational organization in Eugene. 44 Wealth Management LLC provides discretionary and non-discretionary investment management, financial planning, and consulting services. The firm manages approximately $487 million across over 1,100 accounts, employing a diversified investment approach that includes both passive and active strategies, independent manager allocations, and regular client reviews.

Holly Matus is a financial advisor at 44 Wealth Management LLC with 10 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for five years before joining 44 Wealth Management in 2020. 44 Wealth Management provides discretionary and non-discretionary investment management, financial planning, and consulting services. The firm manages approximately $487 million across over 1,100 accounts, employing both passive and active strategies and offering tailored solutions including tactical asset allocation and alternative investments.

Blaine Werner is a CFP® with 49 years of industry experience, currently serving at 44 Wealth Management LLC since 2020. His prior work includes extensive tenures at Merrill and Bank of America, N.A. Werner is an officer of the Lane Werner Family Foundation, a charitable organization that distributes funds to qualified charities. He also participates in community service as a board member for local organizations including the Eugene Police Foundation and a Catholic school support group. 44 Wealth Management provides discretionary and non-discretionary investment management, financial planning, and consulting services. The firm manages diversified portfolios using both passive and active strategies and works with broker-dealer customers without imposing account minimums.

John Mullen is a financial advisor at 44 Wealth Management LLC in Eugene, OR, holding a Series 65 designation with two years of industry experience. His prior work includes roles at the University of Oregon and positions in property management and resort operations. 44 Wealth Management provides investment management, financial planning, and consulting services to broker-dealer customers. The firm manages diversified portfolios through both passive and active strategies, including tactical asset allocation and alternative investments, serving primarily discretionary accounts without a specific minimum balance.