Our Team


   President / Wealth Advisor

As a Wealth Advisor, Accredited Investment Fiduciary, and Behavioral Financial Advisor with nearly two decades of experience, Eddie's education, expertise, and professional affiliations give him the ability to utilize a holistic “big picture” approach when providing Wealth Management services. Eddie combines his financial skills with a natural ability to explain and articulate complex concepts, helping his clients make well-informed decisions and find meaningful financial solutions.

Growing up in Miami, he sold his 1st company (Aquatic Impressions, Inc.) and moved to Tallahassee in 1994 to attend college. He graduated from Florida State University with a BA in Finance and Marketing, and then started his career as a Financial Advisor with Morgan Stanley. He continued his career with Amsouth Bank, employed in the Wealth Management division, with the title V.P. of Private Banking in Tallahassee. In 2012, he founded Private Wealth Management & Consulting, an independent, holistic Wealth Management firm. Eddie is the President and lead Wealth Advisor for the practice, with offices
in Tallahassee, Eastpoint and Destin, Florida.

Eddie is an active member of the Tallahassee community. He enjoys spending time with his wife Jenna and their three daughters, cooking, camping, fishing and traveling. After breeding American bulldogs for more than 20 years, he has been judging sanctioned NKC American Bulldog shows worldwide for more than 10 yrs.

Practice Focus
Individual & Business Financial Services, Wealth Management, Estate & Tax Planning Strategies, and Insurance & Investment Analysis

• Bachelor of Arts in Finance from Florida State University
• Bachelor of Arts in Marketing from Florida State University
• Accredited Investment Fiduciary AIF®
• Behavioral Financial Advisor BFA™
• Series 7 and 66
• 214 license Life, Health, and Variable Annuities

• Member, Finance Committee Bradfordville 1st Baptist
• Member, Governors Club
• Member, Financial Services Institute
• Former Board Member, Tallahassee Chamber Ambassador
• Former Member, Tallahassee Sunset Rotary Club


Eddie Knowles' Form ADV

Cell: (850) 228-4854





  Wealth Advisor

Mark's education, expertise and professional affiliations have cultivated his practical approach when providing wealth management and tax advice for his clients. He is a Certified Public Accountant, Personal Financial Specialist, and Accredited Wealth Management Advisor with over twenty years of experience. As an experienced financial professional and active member of his community, Mark is well positioned to assist with all aspects of a client's financial needs.

After growing up in Tallahassee, attending Florida State University, and working for a local CPA firm, Mark and his wife Heather moved to Apalachicola. Over the next eighteen years, Mark built a successful accounting and wealth management firm. In 2018, he and his family moved to Tallahassee and he merged his wealth management practice with Private Wealth Management & Consulting, LLC. Mark still maintains a tax and wealth management office in Eastpoint, Florida, but splits his time between the Tallahassee and Eastpoint locations.

Practice Focus
Individual & Business Financial Services, Wealth Management, Estate & Tax Planning Strategies, and Insurance & Investment Analysis

• Certified Public Accountant in State of Florida
• Bachelor of Arts in Accounting from Florida State University
• Bachelor of Arts in Finance from Florida State University
• Personal Financial Specialist (PFS) Designation, American Institute of CPAs
• Accredited Wealth Management Advisor (AWMA) Designation, College for Financial Planning

• Member, Florida Institute of Certified Public Accountants
• Member, American Institute of Certified Public Accountants
• Member, FSU Foundation Planned Giving Council
• Member, Tallahassee Regional Estate Planning Council
• Board Member, Children's Home Society of Florida Foundation, Inc.
• Former Board Member, Children's Home Society of Florida, North Central Division (Chairman 2015-2017)
• Former Treasurer and Board Member, Apalachicola Bay and River Keeper
• Former Member, Apalachicola Bay Rotary Club (Past President)
• Former Board Member, Apalachicola Bay Chamber of Commerce (President in 2002, 2009 & 2011)
• Former Board Member, George E. Weems Memorial Hospital (2006-2009)


Cell: (850) 519-4902





   Wealth Advisor

Claudia L. Sachs, CFP® joined Private Wealth Management & Consulting with over 20 years in the financial services industry. Prior to Private Wealth Management & Consulting, LLC, Claudia was with the State Government 11 years, Morgan Stanley 3 years, Prudential Financial 8 years, and First Florida Investment Services 8 years. Claudia has her Bachelor of Science AgBusiness, Finance Degree from California State University, Fresno. Claudia has attended and completed the Kellogg Executive Program at Northwestern University in 1998 and a Retirement Strategy Program at the Wharton School at University of Pennsylvania in 2007. She completed her Financial Planning coursework through the College of Financial Planning in 1994 and became a Certified Financial Planner™ Practitioner. While working at the Treasurer's office for the State of Florida, Claudia has also earned her Certfied Treasury Professional (CTP) designation (formerly known as Certified Cash Manager).

She holds a Series 7, Series 31, and Series 66 FINRA registration as well as Life/Health/Variable Annuity.

Claudia is very active in the community with service organizations, civic groups, and volunteer service. The many organizations she belongs to include the GFWC Capital City Woman's Club, Capital Women's Network of Tallahassee, Zonta Club of Tallahassee, and the Financial Planning Association(FPA) of Florida.

Claudia was recently honored with being chosen to be inducted into the 2020 class of the “25 Women You Need to Know” by the Tallahassee Democrat. Now in its 14th year, the 25 Women Program is the Tallahassee Democrat's way of honoring women who lead.

Originally from California, Claudia enjoys spending her time reading, cooking, and traveling. She is married to Walter T. Sachs, Regional Managing Director with the Department of Children and Families.


Cell: (850) 212-8509



   Senior Service Specialist & Practice Coordinator

We welcomed Shari to Private Wealth Management in March 2019.  Prior to joining us, she worked in the financial services industry for almost 20 years as Operations Manager and has more than 30 years of management experience. Our philosophy of listening to clients, learning what their actual needs are, and only doing what is in their best interest, is what drew Shari to our firm.

Shari earned a Bachelor of Science degree in Communications and Public Relations from the University of Southern Mississippi, has been licensed in insurance since 2001, and has been Florida Notary since 1999.

Originally from Fort Walton Beach, FL, Shari moved to Tallahassee in 1992 and loved it so much she decided to stay. She and her husband Derek enjoy attending FSU Baseball and Football games, spending time with their two (for now) Weimaraners, Remington and Kimber. They are very proud of their son, Taylor and daughter, Jorden. Taylor is in the Army Reserves, works full time in his own business, Truly Tailored Landscaping, and attends Tallahassee Community College. Jorden graduated from the University of South Florida with a degree in Criminology, is a certified Paralegal, and currently works for an attorney in the Orlando area.

Shari's goal is to get to know our clients, assisting each with White Glove service and care, and to take part in the continued growth of Private Wealth Management.


Office: 850-692-2500, ext. 1


  Operations Associate

We welcomed Alex to Private Wealth Management in January 2019.  She started as a Finance and Marketing Intern for the firm while pursuing her dual Bachelor's Degree in Finance and Marketing at Forida State University. After about a year at the firm, in January 2020, she transitioned into the Operations Associate role at the office. 

Originally from Orlando, FL, Alex moved to Tallahassee to earn a higher education. Currently, she is enrolled full-time in classes and is involved in leadership roles within greek organizations on campus at FSU. She hopes that after graduation in December 2020, she can continue to work in a finance role.



Office: 850-692-2500, ext. 2


  Marketing & Events Coordinator 

Jenna is responsible for the management and coordination of all marketing and events of Private Wealth Management & Consulting, LLC.  This responsibility includes conducting research, maintaining contact databases, development of collateral tools and marketing materials.  Through various forms of media, Jenna uses her expertise to effectively brand Private Wealth Management & Consulting, LLC throughout the community.

After several years working with the State of Florida, Jenna chose to stay home with her three daughters full time.  As they grew older, Jenna used her passion for marketing and design and opened her own business, Knowles Staging & Enhancements.  Jenna's talents did not go unnoticed in the community.  Multiple real estate agents contracted her on a regular basis to consult and stage homes they were selling.  Their success rate, when utilizing her talents, was unprecedented.  In 2012, when Private Wealth Management & Consulting, LLC was formed, Jenna made the decision to place her full attention to help develop the firm.


Office: 850-692-2500