Broker Check
Patricia McConnell - CFP

Patricia McConnell - CFP

Executive Assistant

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 insurance company before ultimately transitioning to wealth management and working for a couple of large Columbus firms.   

During her 30-year career, she obtained her Certified Financial Planner™ designation followed by her Series 7 and 63 Securities Licenses, and her Ohio life insurance license. She is very excited to have joined Jason and his team at Codrea Financial as an Executive Assistant, where she plans to assist Jason's clients with many aspects of their financial and retirement planning.

Pat enjoys spending time with her husband, Dave, and together they enjoy trying new restaurants in the Columbus area. In addition to dining, she enjoys yoga, gardening, walking, and spending time with her three rescue cats - Tucker, Clifford and Mattie.