Chana Beene, CLU®, & Chet Beene
Chana Beene specializes in helping business owners, executives, and retirees plan to achieve their ﬁnancial goals with ongoing service and monitoring. With more than three decades of experience, Chana is a recognized leader in her industry and a qualified member of Top of the Table with Million Dollar Round Table, an elite trade association of ﬁnancial professionals. She also holds The Chartered Life Underwriter designation (CLU®) which is the premier designation for insurance professionals and is the insurance profession’s oldest standard of excellence. Through her experience and education, Chana specializes in business and estate planning with an emphasis on tax saving strategies.
In her spare time, she volunteers with local charities, attends Baylor games with her husband, Brett, and enjoys boating on the lake with family and friends. Her son, Chet Beene, has followed in her footsteps and joined the family business — Beene Wealth Management Group, as a fellow advisor. Chet graduated from Baylor University where he obtained his BBA and triple majored in finance, real estate, and entrepreneurship.
Securities and advisory services are offered through Woodbury Financial Services, Inc., member FINRA/SIPC. Insurance is offered through Beene Wealth Management Group, which is not affiliated with Woodbury Financial. Neither Woodbury Financial nor its registered representatives provide tax or legal advice. It is not FDIC or NCUA insured and has no Bank or Credit Union Guarantee. Investments may lose value. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Please note that individual situations can vary. The information presented here should only be relied upon when coordinated with individual professional advice.
Beene Wealth Management Group
400 Austin Avenue, Suite 200 | 254/755-6575