Julie Donahue

Julie joined Wealth Enhancement Group in 2022 through the Scroggins Wealth Management acquisition. Throughout her career in the financial sector, Julie has maintained a commitment to building lasting relationships based on valued and professional experience and a deep understanding of what a client needs from their advisor. Julie creates strong relationships by really getting to know her clients and guiding them through their financial journey, not simply by their investments but by a financial plan developed for their desired outcome. By continuously monitoring the progress, she makes adjustments as markets shift and clients move through the stages of life. Spending time with the family is Julie’s top priority when she’s away from the office, but she also enjoys crafting, reading and cheering on Chicago sports teams. Julie also assists and actively fundraises for the Crohn’s & Colitis Foundation in support of a family member living with Crohn’s disease.