Our Team

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

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

 

Jennifer joined Codrea Financial Services in May 2018. Jennifer’s background includes working in professional services offices in the areas of legal and accounting. She has also spent time working in digital and social media...