Our Team

Jason Codrea has been working as a Financial Advisor since 2003 in the Columbus, Ohio area. He has lived in Columbus all of his life, except while away at college. He graduated in 2003 with a Bachelor’s Degree in Finance from Anderson...

Joyce Lohner joined Codrea Financial Services as a Part-time Assistant in March 2017. She graduated from the University of Cincinnati. She has held several positions in varying industries, including banking and financial planning....

Kristen Bishop joined Codrea Financial Services in May 2014 as an Executive Assistant. Kristen oversees client administration, client scheduling, event planning, and social media relations. She brings over 20 years of experience in...