Our Story

We are a team with a combined 40 + years in the financial industry, with experience in HR, compliance,  financial advisory, and social impact.


We understand the challenges that exist when it comes to finding credible financial professionals of color.

Therefore, our mission is to create better visibility for financial professionals of color to close the racial wealth gap.

Let's Make An Impact Together!

Terance Takyi

Head Of

Dana L. Wilson

CEO & Founder

Douglas Rubenstein

COO & Head Of Professional Intake

Hope L. Newsome

Head Of Legal & Compliance

Trene Hawkins

Head Of Community & Social Impact

Learn More

There Is A Financial Professional For Everyone

© 2019 CHIP Professionals (Changing How Individuals Prosper) 

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CHIP is not a broker-dealer, registered investment advisor, or any other type of investment firm. We do not sell investment products or give investment advice. We are not, nor do we need to be, registered with any regulatory body. CHIP is a financial technology platform building connections and bridging the wealth gap for financial professionals of color and the clients they serve. Your privacy is important to us, and your personal information will not be shared or added to a distribution list for further solicitation without your consent.