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Our Team

Jason Codrea - CFP, CMFC

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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Abby (Owens) Day

Executive Assistant

614-452-8185

Abby@CodreaFinancial.com

Abby (Owens) Day joined Codrea Financial Services as an Executive Assistant in November 2023. She was born and raised in Grove City, OH, and graduated from Ohio University with a Bachelor of Science Degree (OU, Oh Yeah!)!Prior to...
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Becky McIlwain

Executive Assistant

614-452-8185

888-458-5596

becky@codreafinancial.com

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...

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Patricia McConnell - CFP

Executive Assistant

614-452-8185

Pat@CodreaFinancial.com

Patricia McConnell, CFP® joined Codrea Financial Services in January 2024. Patricia has lived in Columbus since her college days at The Ohio State University where she earned a degree in business. After graduation, she joined a large...

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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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