Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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

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Our advisors

Advisor photo for Karen Cookston

Karen Cookston

CRPC

Private Wealth Advisor

Franchise Owner
Learn more about Karen Cookston Visit Karen Cookston's website
Advisor photo for Benjamin Osborne

Benjamin Osborne

CRPC, APMA®

Financial Advisor

Learn more about Benjamin Osborne Visit Benjamin Osborne's website
Advisor photo for Jason Helterbridle

Jason Helterbridle

CRPC, APMA®, CEPA®

Financial Advisor

Co-Founder of Vision Advisory Group
Learn more about Jason Helterbridle Visit Jason Helterbridle's website
Advisor photo for Brandt M Cookston

Brandt M Cookston

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Brandt M Cookston Visit Brandt M Cookston's website
Advisor photo for Claire Cookston

Claire Cookston

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Claire Cookston Visit Claire Cookston's website


Our team

Morgan Bowersock

Morgan Bowersock

Operations Manager