Chana Beene, CLU & Chet Beene
A dedicated ﬁnancial services professional, Chana Beene (CLU®) believes in a client-ﬁrst philosophy. Her mission is simple – help individuals, families, business owners, executives and retirees plan to pursue their ﬁnancial goals. With more than three decades of experience, Beene is a recognized leader in her industry and qualified member of Top of the Table with Million Dollar Round Table, a trade association of ﬁnancial professionals. The Chartered Life Underwriter designation (CLU®), means Beene is qualiﬁed to help clients pursue their ﬁnancial objectives through investments and insurance planning. She is experienced in business and estate planning with an emphasis on tax saving strategies. Her son, Chet Beene, has followed in her footsteps and joined the family business — Beene Wealth Management Group. Chet graduated from Baylor University where he obtained his BBA and triple majored in finance, real estate and entrepreneurship. In her spare time, Chana volunteers with local charities, attends Baylor games with her husband, Brett, and enjoys boating on the lake with friends and family. Her daughter, Blair, is in her third year at SMU Dedman School of Law.
Securities and advisory services offered through Woodbury Financial Services, Inc., member FINRA/SIPC. Insurance offered through Beene Wealth Management Group which is not affiliated with Woodbury Financial. Neither Woodbury Financial Services Inc., nor its registered representatives provide tax or legal advice. Not FDIC or NCUA insured. No Bank or Credit Union Guarantee. 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. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice. Qualifying membership in the Million Dollar Round Table (MDRT) Court of the Table is based on minimum sales production requirements and gross business generated within a year.
Beene Wealth Management Group
400 Austin Avenue, Suite 200