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Helping Financial Organizations Reshape Their Workplace Culture

I aim to leverage my experience and knowledge in financial services and marketing to help companies build more inclusive workplaces while empowering humans to find their authentic voices to create change.  


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Dana L. Wilson, MBA, has over fifteen years of experience in the financial services industry. In 2021, Investment News recognized her as a "See It Be It Role Model" for her diversity, equity, and inclusion work. In addition, to receiving two company awards in 2021 from Think Advisor for her work in diversity and inclusion and thought leadership. She was named "One To Watch" in Fintech from Money 20/20 and received an award as a 2021 Trailblazer from Black Women In Media. She was named one to change the face of Wealth Management in 2022 by Wealth Management and named as one of 41 Top Influencers for Financial Advisors in 2023.


She graduated from North Carolina Central University, where she received her Bachelor of Business Administration (BBA) with a concentration in Marketing. She also graduated from Penn State University, Smeal School of Business, with her Master's in Business Administration, studying Strategic Leadership and completing a concentration in Corporate Innovation.

Dana is the Founder & CEO of CHIP(Changing How Individuals Prosper), a B2B financial services marketplace that makes it easy to find Black and Latinx, financial professionals.

Before starting CHIP, Dana worked as an Investment Advisor at corporate and independent firms. She was a previous Start-Up Coach teaching Business Planning Sales and Marketing for Apps Without Code (AWC), a no-code boot camp program for entrepreneurs to build and scale their apps.


She is also leading Strategy and Operations for the SuperNova Scholars program, which focuses on helping HBCU students obtain careers in the financial services industry. ​

Outside of all the "business." Dana loves to travel, is an active cyclist, marathon runner, tech enthusiast, avid reader, podcast host of "The Included Series Podcast, Delta Sigma Theta Sorority Inc. member, and a pet parent to a Frenchie named Bryson. 



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About Us

The Brief is a quarterly digital magazine for Black and Latinx/a/o professionals and consumers. It is designed to provide professional development content and consumer-focused content created by CHIP Professionals and founded by Dana L. Wilson, CEO and founder of CHIP (Changing How Individuals Prosper), and Ana Trujillo Limon, former editor in chief of the Journal of Financial Planning.

Our Mission

Our mission is to elevate the voices and knowledge of Black and Latinx/a/o professionals in finance and law.


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