Beene Wealth Management Group

Chana Beene, CLU®, & Chet Beene

Chana Beene is a seasoned professional dedicated to guiding business owners, executives and retirees towards their financial aspirations through personalized planning and diligent monitoring. With over 30 years of expertise, Chana is esteemed in her field and holds a prestigious position as a member of the Top of the Table within the Million Dollar Round Table — an exclusive association for financial professionals. Additionally, she is a Certified Life Underwriter (CLU®), the foremost credential in the insurance industry, symbolizing her commitment to excellence.

Drawing from her extensive experience and qualifications, Chana specializes in business and estate planning, focusing on implementing tax-efficient strategies. Beyond her professional pursuits, she devotes her time to philanthropic endeavors, supporting local charities and cherishing moments with her husband, Brett, cheering for Baylor games and enjoying leisurely boat rides on the lake with family and friends.

Securities and advisory services are offered through Securities offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Beene Wealth Management Group

400 Austin Avenue, Suite 200