Meet Our Team

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.

Prior to founding Vantage Point Private Wealth, Erik spent twelve years at Merrill Lynch as a Vice President and Senior Financial Advisor. He was an equities futures trader in Chicago for seven years prior to that. He graduated from the University of Illinois with a degree in economics.

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 dedicates himself thoroughly to understanding the unique financial priorities and goals of each client. He works with many corporate executives and business owners across the entire country who typically grow their wealth through a concentrated equity position, either public or private, and are looking for guidance at monetizing over time in the most tax-efficient way to meet their near and long-term goals.

Prior to founding Vantage Point Private Wealth, Chris spent almost 9 years at Merrill Lynch as a Vice President, Senior Financial Advisor. He graduated from Mount Saint Mary’s University in Emmitsburg, Maryland with a degree in Economics. He began his career in New York City in 2001 as an equity and derivative trader. Chris received an Excellence Award presented by the Richmond Federal Reserve and was part of the 2001 Federal Reserve Challenge Team.

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.