SEK

About

Firm Leadership / Jodi M. Blair

Jodi M. Blair

Jodi M. Blair

CPA, CSEP

Member of the Firm

Team Member Since 1997

Member Since 2013


19405 Emerald Square, Suite 1400
Hagerstown, MD 21742

301.733.5020

Client Testimonials

  • I can't do my taxes anymore and you've been doing a good job. Jodi has been a great help.

    A Hagerstown Estate Planning Client

  • I have been retaining SEK for years for my business and personal accounting needs and have found them to be competent and professional.

    A Hagerstown Estate Planning Client

  • Jodi promptly returns my emails and stands behind her work.

    A Hagerstown Estate Planning Client

  • Jodi has always been dependable and responsive to my needs. When I was behind in filing, Jodi helped me get everything filed on time.

    A Hagerstown Estate Planning Client

  • Jodi has been extremely kind and helpful with advice on how to administer a complicated estate and trust. I have found her advice to be timely. She also is patient and explains the rationale behind the advice in terms that I can understand.

    A Hagerstown Estate Planning Client

  • Jodi and team are very efficient always well-organized with our account. When we have a specific question regarding a short- or long-range accounting issue, they explain in detail the outcome.

    A Hagerstown Tax Client

  • Jodi is very efficient and always willing to help.

    A Hagerstown Tax Client

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Overview

Jodi leads the firm’s Estate Planning and Compliance Department. Her primary focus is providing accounting and tax services in estate planning, fiduciary tax compliance, and probate administration. Jodi delivers a high level of personal service to a wide variety of clients, including local attorneys and trust departments. She also provides general tax and accounting services to individuals and family-held businesses.

Jodi successfully completed the necessary education and examination requirements of the National Institute for Excellence in Professional Education, LLC and is distinguished as a Certified Specialist in Estate Planning.

In addition to her client responsibilities, she is also a member of the firm's Tax Committee and a 401(k) Trustee.

Education

  • B.S. Accounting, magna cum laude – Frostburg State University

Professional Affiliations

  • Certified Public Accountant – Maryland
  • Certified Specialist in Estate Planning
  • American Institute of CPAs
  • Maryland Association of CPAs
  • National Institute for Excellence in Professional Education
  • Tri-State Estate Planning Council
  • South Central PA Estate Planning Council

Community Involvement

  • Sunrise Rotary Club of Hagerstown – Member, Past Treasurer
  • The W House of Hagerstown Foundation, Inc. d/b/a Lasting Change Recovery Solutions for Women – Treasurer
  • Hospice of Washington County – Planned Giving Subcommittee
  • Boys & Girls Club of Washington County - Board Member
  • Jaycees of Hagerstown – Past President
  • Leadership of Washington County – Class of XXII (2009)

Just For Fun

  • HOBBIES - Traveling with her daughter and reading by the ocean
  • FAVORITE SPORTS TO WATCH - Maryland Terrapins Basketball, College Football, and Professional Football
  • FAVORITE QUOTE - "I've learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel." ~Maya Angelou

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