In a day and age of automated phone trees, artificial bots, and foreign call centers, the clients of Foundation Wealth Strategies can appreciate our commitment to having a live person answer their calls. Julie Jungels exemplifies our company culture by being ready to help with phone calls and requests in a compassionate and helpful way. Julie approaches each situation with a good attitude and sense of humor…but still manages to keep up with the demands of a large and growing practice.
Julie brings over 15 years of experience playing offense for client needs. She helps us by creating meaningful connections over the phone, setting client strategy & review appointments, organizing the complexities of reporting and arranging pieces of detailed financial plans. In addition, Julie lends her organizational skills to our various marketing projects and helps plan special events.
Julie has two daughters, two spoiled cats, and lives in the western suburbs with her husband. In addition to being a valuable member of our team, Julie enjoys running, spending time with friends, volunteering at her children’s schools, and planning her next great travel adventure.
