Jeffrey P. Blatter, EA, CFP®

Financial Advisor, Managing Director

Jeff has spent much of his 30-plus year career in the Financial Services industry, though he has extensive experience as a trout fishing guide in Montana, as well. Jeff’s primary responsibilities include client service and financial planning with an emphasis on tax planning and retirement income planning. Jeff is an enrolled agent with the IRS and has spent a number of years providing income tax return preparation and analysis for clients and representing them in the resolution of tax disputes.

Experience:

  • Old Dominion Capital Management, Investment Counselor
  • RJ Garner, Partner, Tax & Financial Planning
  • Perfect Drift Guide Service, LLC, Owner
  • H&R Block, Master Tax Advisor
  • Valleylab, Senior Financial Analyst

Education/Certifications:

  • Virginia Tech, BS
  • CERTIFIED FINANCIAL PLANNER™ designation
  • Enrolled Agent, Internal Revenue Service