Our Team

A Columbus, Ohio native, Jason Codrea began working as a Financial Advisor in 2003 after obtaining his Bachelor’s Degree in Finance from Anderson University in Anderson, Indiana. Jason’s primary focus is to help each of his...

 Joyce Lohner joined Codrea Financial Services as an Executive Assistant in March 2017.  She oversees client administration, client services, and event planning.

Jazmine Keels joined Codrea Financial Services as an Executive Assistant in November 2018. She graduated from Ohio University in 2014 with her Bachelor's degree in Journalism, a minor in Spanish and a specialization in sociology. She...

Sundina Palmer joined Codrea Financial Services in July 2021, moving to Westerville from Plano, Texas. She oversees 401(k) Plan services, client administration and services. As a Columbus native, she earned a Marketing degree from...