Chana Beene, CLU
Financial Consultant & Wealth Manager
Chana Beene focuses on helping business owners, executives, and retirees plan to pursue 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 focuses on 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 family and friends.