Donna L. Kellison, CPA, PFS
Joined Firm in: 1979
Donna Kellison provides tax planning services to a wide variety of businesses and the individuals associated with those entities. Additionally, she is experienced in consulting related to estate, gift, retirement, and income tax planning for the purpose of assisting clients with an overall plan to maximize net assets available to their family. Donna is also President of Blue Benefits Consulting, Inc. and Olympic Financial, LLC.
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, Personal Financial Specialist, multi-state licensed insurance representative and Full Registration/General Securities Representative. In 2008, Donna was selected as an Indiana Super CPA in the area of estate planning and trusts.
Donna is a member and former Chairperson of the Estate Planning Council of Indianapolis, Inc. and is a Board Member of the Planned Giving Group of Indiana. She is also a member of the Riley Women’s Network Advisory Group and the Professional Advisor Leadership Council of Central Indiana Community Foundation. 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).