Our Team
Jason Codrea
Financial Advisor
(888) 458-5596
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...
Abby (Owens) Day
Executive Assistant
Becky McIlwain
Executive Assistant
888-458-5596
Becky McIlwain joined Codrea Financial Services in January 2022. She graduated from Wilmington College, where she played soccer and studied marketing communications. Becky has spent much of her career working...
Sundina Palmer
Executive Assistant
888-458-5596
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...