Chana Beene, CLU

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 achieve their financial goals 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 a graduate of Baylor pursuing her law degree and son, Chet, is a junior at Baylor studying business.

Chana Beene, CLU

400 Austin Avenue, Suite 200

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