The Zilker Group

Mark Thomas Sanchez is a Managing Director and financial advisor with Morgan Stanley in Austin, Texas. With more than 15 years of distinguished experience in private wealth management, he has been promoted three times, including to the rank of Managing Director, and was selected for the prestigious Morgan Circle in recognition of exceptional client service and performance. He previously served as Head of Investments for the Central Texas market at J.P. Morgan and held earlier roles in Dallas, while advising families and business owners nationwide on sophisticated wealth strategies. He is now bringing this expertise to Morgan Stanley.

His practice focuses on multi-generational wealth planning, disciplined portfolio construction, and complex estate and tax solutions designed to preserve and transfer legacies with efficiency and strategic foresight. Early in his career, he served as lead economic advisor to U.S. Senator Kay Bailey Hutchison during the 2008 financial crisis—an experience that reinforced the importance of resilient guidance amid market uncertainty.

He holds a B.A. in Economics and Government with a minor in Spanish from The University of Texas at Austin and an MBA from the University of Virginia Darden School of Business. At Morgan Stanley, he collaborates with a team of specialists to deliver integrated, concierge-level advice across investments, lending, and advanced planning—always aligned with each client’s unique circumstances and long-term vision.

Based in Austin, he remains actively engaged in the community as a board member of the Central Texas Food Bank. He finds renewal through traveling the world, hiking, attending church, and volunteering.

Dreux Hargus is an accomplished Private Wealth Manager who focuses primarily on the complex financial needs of family offices, successful entrepreneurs and founders. Many of these relationships began relatively early in the entrepreneurial lifecycle, where an experienced perspective was highly valued. He guided many of these clients through the capital-raising process, advising them on the full range of planning strategies that can be employed to fund their businesses and optimize after-tax outcomes from their eventual IPO or other monetization event.

Dreux began his professional career in 2010, joining the Leadership Development Program of BB&T (now Truist). This early experience as a rotational analyst just after the worst of the financial crisis was instrumental in his career development. After eight years at BB&T, primarily in their Private Banking unit, he moved to JPMorgan in Austin, focusing his efforts on addressing the wealth management needs of the city’s thriving community of young entrepreneurs. He moved with his team to Morgan Stanley in 2026. Dreux graduated from Florida State University with an undergraduate business degree and an MBA, and went on to earn professional certifications as a CERTIFIED FINANCIAL PLANNER, TM and Chartered Financial Analyst.^®

Dreux spent his childhood traveling internationally wherever his father’s career as an U.S. Army Ranger and Intelligence Officer took the family. This upbringing shaped his values and inspires his commitment to serving his community. This commitment is reflected in his board-level volunteer service with the Salvation Army regional commands, The Boy Scouts of America in Central Texas, Leadership Austin Essential and other organizations. Outside of work, Dreux enjoys spending time with his wife, Samantha, traveling and visiting their family farm in Arkansas. He is also an avid hunter with their dog, Walter, and FSU Seminoles superfan.

Drawing on more than a decade of wealth management experience, Mark Fisher provides thoughtful advice and personalized solutions to a select clientele of highly accomplished individuals and their families. He is particularly adept at partnering with founders and corporate executives as they navigate the complexities of pre-transaction planning and concentrated equity positions.

After a brief tenure as a consultant, Mark was inspired to join the wealth management industry by his desire to create a higher standard for clear, actionable financial advice. He joined Atlantic Trust Private Wealth and later transitioned to the J.P. Morgan Private Bank, where he spent nearly nine years before moving to Morgan Stanley.

Mark holds the Chartered Financial Analyst^® (CFA^®) and Certified Financial Planner™ (CFP^®) designations and is licensed in life insurance and mortgage-related services. He earned a B.A. in Economics from the University of Texas at Austin, where he was a football letterman.

Active in the Austin community, Mark and his wife, Casey, attend The Austin Stone Church and are members of Austin Country Club and Westover Hills Club. Away from the office, he enjoys coaching his sons’ sports teams, golfing, hunting, fishing, and cheering on the Longhorns.

Alan Shaw helps successful families and family offices clarify their financial goals and build tailored, tax-efficient portfolios aligned with those objectives. Drawing on nearly 15 years of experience in portfolio construction and asset allocation across public and private markets, Alan seeks to meet each client where they are—matching the desired level of engagement and portfolio complexity with thoughtful planning and disciplined implementation.

Before joining Morgan Stanley, Alan served as an Investment Specialist at J.P. Morgan, supporting more than $4 billion in client assets across Central and South Texas. This background provides him with a deep understanding of multi-generational wealth considerations and the challenges that often accompany significant balance sheets. Today, he collaborates with business owners, corporate executives, land owners and family offices, leveraging the diverse expertise of his senior partners to integrate investment strategy with tax and estate planning considerations.

Alan holds the Series 7, 63 and 65 securities registrations and is licensed to offer life insurance solutions. He earned a Bachelor of Business Administration in Finance and Accounting from the University of Michigan’s Stephen M. Ross School of Business.
Based in Austin’s Zilker neighborhood, Alan is an active member of the University of Michigan alumni community and enjoys hiking, running, golf and pickleball.

Nevin Arimilli is passionate about empowering individuals and multigenerational families to work toward the financial goals that shape their lives. As a Private Wealth Management Business Development Director, he collaborates with Morgan Stanley Financial Advisors to design thoughtful strategies and provide a seamless client experience—always striving to build relationships grounded in trust, transparency and open communication.

Nevin began his career in 2023 at J.P. Morgan Private Bank, supporting a select group of advisors and gaining first-hand insight into the complexities of wealth management. He joined Morgan Stanley in 2026, bringing a disciplined, analytics-driven mindset and a commitment to personalized service.

A graduate of The University of Texas at Austin’s McCombs School of Business, Nevin earned both a B.B.A. in Finance and a Master of Science in Business Analytics. He holds the Series 7 and Series 66 licenses.

Born and raised in Austin, Nevin enjoys giving back to the community that helped shape him. Outside the office, you’ll often find him on the tennis court—he was a member of UT’s 2019 NCAA National Championship team—or exploring the outdoors and new travel destinations with family and friends.

Annika Coffman works with ultra-high-net-worth families in Austin and across the country, striving to help them build, preserve and transfer wealth with clarity and confidence. She believes effective advice begins with genuine connection: by understanding each family’s priorities, dynamics and values, Annika seeks to develop strategies that can serve multiple generations.

Annika joined Morgan Stanley Private Wealth Management in 2026 as part of a six-person advisory team that transitioned together from JPMorgan. Earlier, she interned with the Private Bank in 2023 and became a full-time analyst in 2024, experiences that deepened her commitment to client service and holistic planning.

A graduate of Cornell University, Annika earned a Bachelor’s degree in Sociology with minors in Business and Inequality Studies. She holds the SIE, Series 7 and Series 66 licenses.

Passionate about increasing women’s voices in financial decision-making, Annika is active in local run clubs, the Cornell Club of Austin and is exploring opportunities with women’s service organizations. Away from the office, she enjoys running the Lady Bird Lake trail, live music and spending time with her close-knit family in Austin.