Hi! I’m Jon.
Founder and Financial Planner
My story starts with my parents, who came from Taiwan to the United States in their early 20's for graduate school. They were fortunate to have been given the talent, work ethic, and mentoring to succeed, leading to a comfortable upbringing for me and my siblings. They lived the “American Dream” - they made a living, raised kids, and helped others to flourish.
Fast forward to 2023, and I’m in my late 30's, thinking about a career change. I had spent the last sixteen years at Goldman Sachs and First Republic advising companies on how to manage and invest their money. I realized I could do the same for my peers - Millennial parents desiring to manage their finances strategically and live more confidently, purposefully, and with contentment.
I founded Green Trails Wealth LLC in 2024, and I serve clients across the U.S.
I am a Certified Kingdom Advisor® and a Chartered Financial Consultant®.
My wife Stephanie and I have two boys. I am an avid runner, hiker, traveler, and amateur nature photographer. Fun fact - all pictures on this website were taken by me (except the family photo).