About / Firm Leadership / Jodi Blair
Jodi Blair
CPA, CSEP
Member of the Firm
Estate and Trust Compliance & Taxation
Hagerstown, MD
301.733.5020
Jodi leads the firm’s Estate and Trust Compliance & Taxation 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.
Quick Facts
Professional Memberships
- American Institute of CPAs - Member
- Maryland Association of CPAs - Member
- Tri-State Estate Planning Council - Member
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
- Hagerstown Community College - Board Member
- Jaycees of Hagerstown – Past President
- Leadership of Washington County – Class of XXII (2009)
Certifications
- Certified Public Accountant – Maryland
- Certified Specialist in Estate Planning (CSEP)
Education
- B.S. Accounting, magna cum laude – Frostburg State University
Work Highlights
- Year joined SEK: 1997
- Year admitted as a Member: 2013
Q&A with Jodi
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What are your hobbies?
Traveling with my daughter and reading by the ocean
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What are your favorite sports to watch?
Maryland Terrapins Basketball, College Football, and Professional Football
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What is your 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
My Service Specialties
- Estate Planning & Compliance
- Tax & Compliance