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 Franklin University and previously worked for a local Quick Service Restaurant as a Marketing Communications Supervisor for over 16 years. Sundina also has a Financial background as she comes to us from another boutique Investment firm in Dallas, TX as a former Advisor Assistant. Sundina brings her Tax knowledge as well, from her 4 years of experience as a Tax Specialist with H & R Block and Block Advisors.
Sundina often enjoys her free time with her two daughters and three grandchildren. She loves to cook, go hiking with friends and spending time with her family here in Columbus as well as in Texas. Sundina is passionate about volunteering and was a Volunteer Deputy Registrar in Collin County, TX and with the Texas Civil Rights Project. She looks forward to getting involved with the Election Protection program here in Columbus as well as with her church at Vineyard Columbus.
Codrea Financial Services and LPL Financial do not provide tax advice or services. Please consult your tax advisor regarding your specific situation.