Connecting Individuals and Small business to Black and Brown Credible Financial Advice

Building An Authentic Culture
in Financial Services

Our Story

CHIP is a financial services marketplace that makes finding Black and Latinx financial professionals easier. CHIP started due to the lack of visibility and representation of Black and Latinx financial professionals in the financial services industry. Our goal is to bridge the gap between consumers of Color and qualified financial and legal professionals so everyone can prosper.

Dana L. Wilson, MBA, founded CHIP while working as an investment advisor in New York City. She has spent over sixteen years in financial services. Dana has worked on Wall Street and at Merrill Lynch, State Farm, and SunTrust Bank. In 2020, Wilson tapped into her professional network to create a directory of Black and Latinx Financial professionals to build a bridge to start a wealth-building movement to accelerate progress and deliver change for Black and Latinx Americans to help close the racial wealth gap. 

Meet the Team

Dana L. Wilson
Dana L. Wilson, MBA
Founder & CEO
Eugenie George
Eugenie George, MBA, CFEI
Head of Content & Strategy
Cameo Roberson
Cameo Roberson
Interim COO
Jonathan Leak
Jonathan Leak. MBA
Ana Trujillio Limon
Ana Trujillio Limon, MBA
Editor & Chief of The BRIEF
Kristin Nethken
Team Virtual Assistant

Advisory Board

Olivia C. Smith
Partner SR Law Group
Al-Nesha Jones
CPA, MBA, Firm Founder
Chioma Studio A2404 1 - Chioma Deere
Chioma Deere
Founder & Managing Partner
BB_headshot - Brian O. Butler
Brian O. Butler
Luis F. Rosa
Resized2 - Maurice Miller Jr
Maurice E. Miller Jr.
Wealth Management Advisor
Catalina Franco-Cicero
Wealth Advisor
Ellis-Akeiva - Akeiva Ellis (1)
Akeiva M. Ellis
Financial Education Specialist
Headshot (9)
Terrell A Turner
Pic6 - Diane Gardner
Diane Gardner
Financial Advisor

Our Supporters

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