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Our Team

Jason Codrea

Financial Advisor

(614) 452-8185

(888) 458-5596

jason@codreafinancial.com

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...

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Joyce Lohner

Executive Assistant

(614) 452-8185

(888) 458-5596

joyce@codreafinancial.com

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

 

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Becky McIlwain

Executive Assistant

614-452-8185

888-458-5596

becky@codreafinancial.com

Becky McIlwain joined Codrea Financial Services as an Executive Assistant in January 2021. She graduated from Wilmington College, where she played soccer and studied marketing communications. Becky has spent much of her career working...

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Sundina Palmer

Executive Assistant

614-452-8185

888-458-5596

sundina@codreafinancial.com

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...

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