Beene Wealth Management
A dedicated ﬁnancial services professional, Chana Beene believes in a client-ﬁrst philosophy. Her mission is simple – help individuals, families, business owners, executives and retirees plan to achieve their ﬁnancial goals. With a degree in ﬁnance from Baylor University and more than two decades of experience, Beene is a recognized leader in her industry and qualified member of Top of the Table with Million Dollar Round Table, an elite trade association of ﬁnancial professionals. The Chartered Life Underwriter designation (CLU®), means Beene is qualiﬁed to help clients accomplish their ﬁnancial objectives through investments and insurance planning. She 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 husband, Brett, and enjoys boating on the lake with friends and family. Her daughter, Blair, is in her second year at SMU Law School and son, Chet, is a senior at Baylor obtaining his BBA.
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. Qualifying Membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status is granted for one year. Members must apply every year to continue their affiliation with
the Million Dollar Round Table.
Chana Beene, CLU
400 Austin Avenue, Suite 200