Chana Beene, CLU

Chana Beene, CLU

Financial Consultant & Wealth Manager

Phone: 254-755-6575
Fax: 254-757-2941
E-mail:
 

A dedicated financial services professional, Chana Beene prides herself providing personalized one on one service and believes in a "client-first" philosophy.  Her mission is simple: to help individuals, families, and businesses plan their financial success. 

With a Bachelor's degree in Finance from Baylor University and more than two decades of experience, Beene is qualified to develop personal financial strategies. Beene is a member of the Million Dollar Round Table* and Grand Council in the Texas Leaders Round Table.

Having a Chartered Life Underwriter designation (CLU), Beene is certified to help you achieve your financial goals through investments, life insurance, health insurance, disability income insurance and annuity products. Through various financial strategies, Beene may be able to help preserve the value of your estate, conserve existing assets, provide solutions for building retirement assets and help you manage your business successfully.  She and her husband, Brett, have two children, Blair and Chet.

 

*Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year, and is not based upon performance or returns experienced by any client, or opinions of the advisor’s clients or former clients. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.