
Tax Director
Carmel, IN
Direct Dial & Fax: 317-428-6835
Email: dkellison@blueandco.com
Joined Firm: 1979
Ms. Kellison is President of Blue Benefits Consulting, Inc. and Olympic Financial, LLC. She is experienced in consulting related to estate, gift, retirement and income tax planning for the purpose of assisting taxpayers with an overall plan to maximize net assets available to the family.
Donna has an undergraduate degree from Anderson University and a master’s degree from Indiana University. Her professional designations or affiliations include that of CPA, multi-state licensed insurance representative and Full Registration/General Securities Representative.
Donna is a member and former Chairperson of the Estate Planning Council of Indianapolis, Inc. and is a member of the Planned Giving Group of Indiana. She has been the past Chairperson for the Indiana CPA Society Tax Institute and the American Cancer Society Most Wanted Campaign. She is also a member of the American Institute of Certified Public Accountants (AICPA) and the Indiana CPA Society (ICPAS).