Dana L. Wilson is the Founder and CEO of CHIP (Changing How Individuals Prosper), a platform designed to help individuals and entrepreneurs assemble and coordinate their financial teams to build wealth more effectively.

After years of working in financial services, Dana saw a consistent challenge: people often received fragmented financial advice. A financial advisor might manage investments, a CPA might handle taxes once a year, and an estate attorney might draft documents—but rarely were these professionals working together around a shared strategy. The result was confusion, missed opportunities, and uncoordinated financial plans.

Dana founded CHIP to address this gap. The platform connects individuals with vetted financial professionals—including financial planners, tax strategists, estate attorneys, and coaches—and provides infrastructure that helps those relationships work together more cohesively. By combining technology with human expertise, CHIP aims to make financial guidance more accessible, coordinated, and aligned with the real needs of modern households and entrepreneurs.

In addition to building CHIP, Dana is a frequent speaker on the future of financial advice, financial coordination, and wealth access. Her work focuses on how technology, human expertise, and community-driven education can work together to create stronger financial outcomes for individuals, families, and business owners.

Through her work, Dana is helping shape a future where building wealth is no longer dependent on navigating financial decisions alone, but is supported by coordinated teams and smarter financial infrastructure.