Meet Our Team
Our advisors each bring extensive industry experience to the table and have worked side by side for many years, which has afforded us the opportunity to foster a collaborative environment fueled by sharing our unique perspectives. With a technology-forward approach, we help clients all over the country address their financial concerns and progress toward their goals.
Mark Morasky has been a financial advisor since 1997. In his approach to wealth management, Mark adheres to a disciplined process that is customized to each client and what matters most to them. Focused on delivering an exceptional client experience, he specializes in working with high-net-worth families, retirees, executives, and business owners who have complex financial needs. He often addresses areas such as cashflow management, retirement planning, asset management (including alternative investments), tax mitigation strategies, liability management, and estate planning strategies.
Mark graduated from the United States Military Academy at West Point in 1988 with a B.S. in Aerospace Engineering and earned a Bronze Star in Desert Storm as a Military Intelligence Officer. He received an MBA from Western Michigan University and started his financial advisory practice in 1996.
He holds the following certifications:
- Accredited Asset Management Specialist® (AAMS&®) awarded by the College for Financial Planning
- Chartered Retirement Planning Counselor (CRPC) awarded by the College for Financial Planning
- Certified Private Wealth Advisor® (CPWA®) awarded by the Investments and Wealth Institute
- Certified Plan Fiduciary Advisor (CPFA) awarded by the National Association of Plan Advisors
Mark is an active supporter and fundraiser for the PGA HOPE (Helping Our Patriots Everywhere) Foundation, which introduces golf to veterans with disabilities to enhance their physical, mental, social and emotional well-being. In collaboration with PGA HOPE, he was the Founder and Tournament Director for “Invest in Hope”, an annual golf tournament to support our veterans in need.
Mark and his wife Lydia (who is on the board of directors of the NCPGA) live in California with their dog Enzo and enjoy splitting their time between Danville, CA and Indian Wells, CA. They are both very active golfers, and Mark is a committee member at Blackhawk CC. He has two grown children, Alex and Lauren.
Erik is a CERTIFIED FINANCIAL PLANNER™ and founding member of Vantage Point Private Wealth. Utilizing a goals-based approach, he works with his clients to build comprehensive financial plans that are unique to each client. He works nationally with corporate executives, business owners and family trusts who have accumulated wealth that requires a tailored financial plan that is designed to be tax efficient and diversified, usually with the implementation of alternative investments.
With over 21 years of experience in the financial industry, Erik brings a rare combination of market insight, hands-on trading experience, and long-term financial planning expertise to his role as a financial advisor. He began his career as a futures trader in Chicago, spending seven years navigating one of the most fast-paced and competitive markets in the world. That time sharpened his skills in risk management, market analysis, and decision-making under pressure—tools that continue to inform his approach to investment strategy today.
Following his trading career, Erik spent 12 years at Merrill Lynch, where he worked closely with individuals, families, and business owners to develop comprehensive financial plans. This experience deepened his understanding of long-term wealth management, retirement planning, and client-focused service.
Today, Erik brings together the tactical discipline of trading with the strategic mindset of wealth planning. He works one-on-one with clients to create personalized financial strategies that are grounded in real market experience and tailored to each client’s goals, risk tolerance, and life stage. Whether you’re building wealth, preserving assets, or preparing for retirement, Erik offers a thoughtful, data-driven approach designed to give you clarity and confidence in your financial future. Erik graduated from the University of Illinois with a degree in economics.
Outside of the office Erik and his wife Jill live in Madison with their son, daughter, and dog. In his free time, Erik actively coaches youth sports, serves on the Athletic Board of his kids' school, and volunteers with his family in their church community.
Chris is a CERTIFIED FINANCIAL PLANNER™ and founding member of Vantage Point Private Wealth. He is dedicated to understanding each client’s unique financial priorities and works nationally with corporate executives and business owners, many of whom have built wealth through concentrated equity positions.
Chris began his career in New York City in 2001 as an equity and derivatives trader on the American Stock Exchange. He later joined Brencourt Advisors, a hedge fund focused on corporate event-driven strategies, where he gained a deep understanding of capital markets and risk management. This foundation continues to shape his analytical approach to wealth management today.
He went on to spend nearly nine years at Merrill Lynch as a Vice President and Senior Financial Advisor, working extensively with executives and business owners to design comprehensive wealth management strategies. During this time, he sharpened his focus on the core pillars of wealth management: asset and liability management, cash flow planning, tax efficiency, risk management, and estate planning.
Chris holds a degree in Economics from Mount Saint Mary’s University in Emmitsburg, Maryland. While there, he received an Excellence Award from the Richmond Federal Reserve and was a member of the 2001 Federal Reserve Challenge Team.
Outside the office, Chris and his wife, Shannon, live in Madison, Wisconsin with their two daughters and Goldendoodle.
Patrick spent over seven years as a client associate and relationship manager with Merrill Lynch prior to joining Vantage Point Private Wealth. He holds the Retirement Income Certified Professional (RICP®) certification awarded by The American College of Financial Services and is a graduate of San Jose State University with a degree in English. When timely answers are needed on account questions, Patrick is often the first stop for advisors and clients.
In his spare time, he enjoys family and friends, traveling, and reading and writing.
Aaron has been in a financial service role for several years prior to joining Vantage Point Private Wealth. As a Registered Wealth Management Associate, he can answer account questions, process administrative account maintenance activities, and provides valuable support to advisors.
In his spare time, time he enjoys spending time with his family on the farm, hiking, camping, and gardening.
Jessica began her career as a client service associate five years ago with Wells Fargo Advisors before joining Vantage Point Private Wealth. As a client service associate, Jessica is skilled in operational and customer support. She’s motivated and passionate about finding solutions, problem-solving and putting client needs first. With eighteen years' experience in retail banking and wealth management, Jessica is a valuable resource and is ready to assist with any client or advisor needs. Currently graduated from California State University Hayward, Jessica is also pursuing her M.S. in Industrial and Organizational Psychology.
In her spare time, she enjoys spending time with her family, friends and her two Frenchie's. She also enjoys the arts and is a former ballerina.