Vision Advisory Group

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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Team photo for Vision Advisory Group
Team photo for Vision Advisory Group

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Advisors

Karen Cookston

CRPC

Private Wealth Advisor

Franchise Owner
Visit Karen Cookston's website

Jason Helterbridle

CRPC, APMA, CEPA®

Financial Advisor

Co-Founder of Vision Advisory Group
Visit Jason Helterbridle's website

Benjamin Osborne

CRPC, APMA

Financial Advisor

Visit Benjamin Osborne's website

Brandt M Cookston

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Brandt M Cookston's website


Team

Michelle Aniol

Office Manager

Morgan Bowersock

Administrative Assistant