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 friends and family. Her daughter, Blair, is in her third year at SMU Dedman School of Law.