Neal Quon, Founder and Principal of Adaptiv Partners, brings more than 24 years of experience in the financial services industry, serving as a trusted advisor to individuals, families, and business owners seeking clarity in an increasingly complex financial landscape. As a fiduciary and Certified Financial Planner™, Neal is committed to acting in his clients’ best interests, helping them protect what matters most while building sustainable, tax-efficient strategies designed to endure beyond market cycles. A graduate of Texas Tech University with a Bachelor of Science in Family Financial Planning, Neal has dedicated his career to elevating financial literacy and challenging conventional planning approaches. Since beginning his career in 1997, he has focused on integrating protection, growth, and tax strategy into cohesive plans that reflect real-life priorities, not just numbers on a page. Neal specializes in comprehensive wealth strategy, retirement income planning, risk management, and long-term legacy structuring. His philosophy centers on minimizing unnecessary risk and tax exposure while positioning families for resilience and multi-generational impact. His disciplined, educational approach aligns seamlessly with the Legacy Ensured Group's mission to empower families with informed strategies, collaborative expertise, and the confidence to secure their financial future with purpose and intention.

Dung Bui is a strategic wealth architect and co-founder of Adaptiv Partners, working closely with founders, executives, and sophisticated investors to design financial frameworks built for resilience. His philosophy centers on structuring capital to support life, legacy, and long-term flexibility rather than chasing short-term gains or isolated efficiencies. Dung specializes in aligning tax strategy, risk management, liquidity planning, and capital deployment into cohesive, adaptive systems. As financial complexity increases, he ensures that strategies evolve thoughtfully, remaining coordinated, governed, and structurally sound. Before transitioning into financial strategy, Dung built his career in the luxury sector, where precision, discretion, and disciplined execution were essential. That foundation shapes his advisory approach today: intentional, detail-oriented, and relationship-driven. Clients engage in comprehensive design, not transactional recommendations, grounded in clarity and long-term stewardship. Dung works collaboratively with CPAs, estate planning attorneys, and investment professionals to ensure that every component of a client’s plan functions in harmony. His focus is on architecting enduring structures that protect wealth, scale intelligently, and support multi-generational impact. Dung’s integrated, strategy-first mindset enhances Legacy Ensured Group’s holistic approach, ensuring that wealth structures are thoughtfully designed, carefully coordinated, and positioned to endure across generations.

Megan Baumer is a highly respected attorney with over 30 years of legal experience, including more than 15 years dedicated to estate planning. Her background encompasses complex real estate transactions, business matters, and consumer bankruptcy,providing her with a comprehensive understanding of asset protection from multiple angles. Early in her career at a prominent Houston law firm, she handled conveyances, construction, leasing, lending, and project financing. She later guided individuals and small business owners through financial recovery and asset preservation strategies, giving her unique insight into how to proactively safeguard wealth before challenges arise. Today, Megan partners with families and business owners to design customized estate plans that align with their long-term goals and values. Her work may include: * Strategic structures to protect assets during lifetime and across generations * Special needs planning for disabled or vulnerable beneficiaries * Trust planning for blended families * Medicaid long-term care planning designed to minimize exposure and avoid recovery * Coordinated strategies alongside accountants and financial professionals to reduce estate and related tax burdens Her thoughtful, forward-thinking approach reflects the same commitment we uphold at Legacy Ensured Group, empowering families to protect what they’ve built and transfer it with clarity, confidence, and care.

Christian Catron is President and CEO of Redeem Investments. Christian began his real estate investing career with single-family homes but quickly turned his attention to commercial real estate investing. His 20-year corporate career includes roles in sales, training, management, business development, project management and operations, all in the healthcare industry. Recognizing the significant demand drivers within healthcare, Christian pivoted Redeem Investments to focus exclusively on medical real estate investing, allowing him to blend his healthcare experience with his real estate expertise. He is a graduate of the United States Military Academy at West Point, where he earned a B.S. degree in general management and environmental engineering. He also holds an MBA from the University of Texas at Austin’s McCombs School of Business. As CEO of Redeem Investments, Christian Catron serves as a strategic real-asset partner to Legacy Ensured Group clients, helping qualified investors thoughtfully integrate alternative and real estate opportunities into a protection-focused, long-term wealth and legacy strategy.