Our Team

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...

Becky McIlwain joined Codrea Financial Services as an Executive Assistant in January 2022. She graduated from Wilmington College, where she played soccer and studied marketing communications. Becky has spent much of her career working...

Christina Graves joined Codrea Financial Services as a Financial Advisor’s Assistant in August 2022. She graduated from The Ohio State University, where she studied Early Childhood Education. Christina has a background in...

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...