Tara Seegers, CFP®, RLP®, MMP
CEO | CCO | Family Wealth Director
Tara is a nationally recognized financial planner and entrepreneur known for her leadership, innovation, and lasting impact in the financial advisory profession. As CEO and Family Wealth Director, she has built a reputation for delivering exceptional guidance to complex families and business owners facing complex financial decisions and life transitions.
Throughout her career, Tara has earned multiple public recognitions for excellence in financial planning, client service, and business growth. Her entrepreneurial success stems from her ability to merge strategic vision with operational discipline, allowing her to build and scale a firm grounded in integrity, clarity, and long term results. Under her leadership, the firm’s reputation has become synonymous with thoughtful planning, transparent communication, and a values driven client experience.
Tara’s approach is both technical and deeply human. She is known for her ability to translate complex financial concepts into actionable, personalized strategies that support her clients’ life goals. By listening closely and understanding each client’s unique circumstances, she helps them navigate wealth management, retirement planning, and major life decisions with clarity and confidence.
Dedicated, insightful, and mission driven, Tara continues to elevate the standards of financial planning while empowering clients to make intentional decisions that create long term stability, opportunity, and peace of mind.
2023-2024 Forbes Top Women Best-in-State Wealth Advisors, created by SHOOK Research. The 2024 Award was presented in February 2024 based on data gathered from September 2022 to September 2023. 10,805 advisors were considered, 1,991 advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
2023-2024 Forbes Best-In-State Wealth Management Teams, created by SHOOK Research. Presented in Jan 2024 based on data from March 2022 to March 2023. 10,144 Management Teams were considered, approximately 4,100 Teams were recognized. Not indicative of advisor’s future performance. Your experience may vary. For more information, click here.
2022-2024 Forbes Top Next-Gen Wealth Advisors Best in State, created by SHOOK Research. Presented in Aug 2024 based on data gathered from March 2023 to March 2024. 4,081 Advisors were considered, 1,621 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.
2023 200 Fastest Growing Advisors to Watch, created by AdvisorHub. Presented in June 2023 based on data from 12/31/2021-12/31/2022. 1,268 advisors were considered and 200 Advisors were recognized. Advisors do not pay a fee to be considered or hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Please click here for more information, click here.
2024 ThinkAdvisor LUMINARIES Awards Finalist, created by ThinkAdvisor. Presented in Sept 2024 for the preceding 12 months. Not indicative of firm’s future performance. Your experience may vary. For more information, click here.
Southern Colorado Business Forum & Digest 40 Under 40, created by Southern Colorado Business Forum & Digest. Presented in Feb 2025 for the preceding 12 months. Not indicative of firm’s future performance. Your experience may vary. For more information, click here.
Chris Seegers, CEPA®, MMP
Chief Growth Officer
Chris serves as Chief Growth Officer at Exceptional Wealth & Family Office, where he is responsible for advancing the firm’s strategic growth initiatives, and expanding the firm’s presence within the communities it serves. Chris brings a thoughtful, relationship driven approach to growth that aligns with the firm’s commitment to integrity, clarity, and long term stewardship. Prioritizing partnership and alignment, Chris ensures the firm values and culture is maintained as new partners join the firm.
Chris does not provide investment advice and does not act in an advisory capacity on behalf of EWFO. Exit Planning Services offered through EBA.
Beth Walker
Family Wealth Director
Beth is a seasoned Advisor with more than 25 years of experience guiding individuals and families through the opportunities and complexities of wealth. As Family Wealth Director, she is recognized for her thoughtful guidance and lasting impact as she supports clients through pivotal life transitions.
Throughout her career, Beth has built a reputation for delivering steady, strategic counsel grounded in both experience and insight. Her strength lies in seeing the complete financial picture, enabling clients to move beyond short-term decisions toward comprehensive strategies that reflect their broader goals, values, and long-term legacy.
Beth’s approach is both disciplined and client centered. She blends thoughtful planning with practical execution, ensuring that each recommendation aligns not only with financial objectives but with the realities of a client’s evolving life circumstances. Known for her steady perspective and attentive listening, she provides clarity and direction during times of uncertainty, helping clients make informed decisions with confidence.
Drawing on her deep industry experience, Beth partners closely with clients to design comprehensive strategies that balance growth, preservation, and the intentional distribution of wealth. She emphasizes preparation, foresight, and adaptability; recognizing that successful planning requires both a clear direction and the flexibility to adjust as life evolves.
Dedicated, insightful and relationship-driven, Beth has become a trusted advisor to clients seeking thoughtful, well-informed financial guidance and a steady hand in navigating life’s most important financial decisions.
Cole Ruth, CFP®
Wealth Manager
Cole Ruth joined Exceptional after years of collaboration with Tara, a relationship grounded in shared values, professional respect, and a common belief in thoughtful, client‑first advice. From the outset of their work together, Cole knew she wanted to be part of Tara’s firm and contribute more directly to the Exceptional mission.
Cole brings a multidisciplinary perspective to wealth management shaped by a 20‑year career in advertising, branding, and strategic communications. In 2000, she co‑founded a creative agency in Stockholm, Sweden, where she helped build and guide brands for global clients over two decades. Fluent in Swedish, with degrees in Creative Writing and from Calvin University, Cole is deeply attuned to clarity, narrative, and helping clients make confident, well‑informed decisions.
Cole’s work in marketing and communications forms the foundation of her approach today: disciplined thinking, careful preparation, and a focus on long‑term outcomes rather than short‑term wins. Her interest in investing began early through her father’s hands‑on approach to stock selection, instilling a respect for fundamentals, patience, and personal accountability.
A lifelong board‑game enthusiast, Cole appreciates the balance of strategy, precision, and adaptability required to achieve meaningful results. She is also a seasoned sailor and West Coast resident, and a member of the Del Rey Yacht Club. Cole often compares investing to sailing - success depends on managing risk, preparing thoughtfully, and adjusting as conditions evolve.
At Exceptional Wealth, Cole works closely with clients to provide calm guidance, disciplined planning, and a steady long‑term perspective - helping them chart a course with confidence, intentionality, and care.
Paul Bishop, CFP ®
Wealth Strategist
Paul is a Certified Financial Planner® with nearly two decades of experience helping individuals and families make thoughtful, well-informed financial decisions. As a Wealth Strategist, he brings a client-centered approach rooted in careful listening, disciplined planning, and a commitment to long-term outcomes.
Paul begins each client relationship by developing a clear understanding of what matters most—aligning financial solutions with individual priorities, life goals, and evolving circumstances. He then translates that understanding into tailored planning and investment solutions designed to provide clarity, direction, and confidence over time. His areas of focus include retirement income planning, investment strategy, and comprehensive wealth management.
Clients appreciate Paul’s consistency, accessibility, and willingness to provide guidance during both expected milestones and unexpected transitions. He is known for taking a measured, thoughtful approach—ensuring that decisions are grounded in both technical soundness and personal relevance. His commitment to continuous learning and professional development reflects his dedication to maintaining a high standard of care in an ever-changing financial environment.
Paul is a graduate of the University of Colorado, and remains actively engaged in his community. He approaches each client relationship with integrity, discipline, and a focus on helping clients move forward with confidence at every stage of their financial journey.
Emma Haman
Wealth Strategist
Emma serves as a Wealth Strategist, playing a critical role in delivering a seamless, highly coordinated client experience in collaboration with the Family Wealth Directors. Combining strong relational skills with deep operational expertise, she helps ensure that every aspect of the financial planning process is executed with precision, consistency, and care.
Since entering the financial services industry in 2020, Emma has distinguished herself through her attention to detail, reliability, and commitment to client service. In her operational leadership role, she has developed a comprehensive understanding of the systems, workflows, and processes that support effective financial planning and investment implementation. This foundation allows her to bridge the gap between strategy and execution—ensuring that client plans are not only thoughtfully designed, but also efficiently carried out.
In her advisory capacity, Emma supports the Family Wealth Directors to bring an integrated approach to client relationships. She supports planning initiatives, implementation, and provides ongoing guidance as clients progress toward their goals. Her ability to anticipate needs, maintain organization, and communicate clearly contributes to a consistent and elevated client experience.
Emma is a graduate of the University of Colorado and remains deeply committed to continuous professional growth. She values collaboration and takes pride in helping clients navigate complexity with confidence, supported by both strong planning and disciplined execution.
Alicia Kabacoff, CPA, MBA
Senior Paraplanner
Alicia brings deep analytical expertise and a disciplined financial background to the advisory team, where she plays a central role in shaping and executing the firm’s comprehensive financial planning strategies. With 15 years experience in public, corporate and non-profit accounting she ensures every client financial plan and investment portfolio provides the accuracy, structure, and clarity necessary to support client goals.
As a licensed CPA, Alicia adds meaningful tax insight to the planning process, helping clients understand the implications that drive long term financial outcomes. She has passed the CFP® exam and is currently a Level III CFA candidate, reflecting her commitment to technical mastery and her pursuit of full certification in 2026.
Alicia works closely with CEO Tara Seegers to co lead the firm’s investment committee, where she contributes to portfolio construction, asset allocation, and ongoing research. Together, they oversee the firm’s model portfolio solutions and manage day to day trading, ensuring disciplined execution and alignment with the firm’s strategic investment philosophy.
Known for her meticulous approach and ability to translate complex financial data into clear, actionable guidance, Alicia elevates the depth and quality of the firm’s planning and investment work. Her dedication, intellectual curiosity, and steady analytical leadership make her an essential contributor to the firm’s mission of delivering thoughtful, values driven financial advice.
Emily Lester
Client Experience Manager
Emily is a dedicated client experience professional who ensures a seamless, organized, and exceptionally supportive experience for every client the firm serves. As the primary manager for marketing and service related needs, she leads the processes to manage prospect onboarding, client operational needs, and other client-focused services with precision, care, and consistency.
Before joining the firm, Emily spent 19 years developing efficient operational systems in both the Energy and Retail sectors. In these roles, she streamlined workflows, strengthened process reliability, and enhanced customer experiences through thoughtful system design and hands on problem solving. This cross industry background gives her a unique ability to connect with clients, uncover opportunities for increased efficiency and implement processes that support a smooth and consistent client journey.
Emily is known for her responsive communication style and her ability to anticipate client needs before they arise. Her attention to detail and proactive approach help maintain the smooth execution of daily operations, ensuring clients feel supported and well informed throughout their financial journey.
With her commitment to clarity, consistency, and operational excellence, Emily plays a vital role in reinforcing the firm’s values driven service model and elevating the overall client experience.
Marni Vivian
Operations Consultant
Marni brings excellence to our client gifting and appreciation process to ensure that every detail is executed with precision and care.
Marni works behind the scenes & is dedicated to building scalable solutions that empower clients and team members to thrive.
Caleb Seegers, CEPA®
Independent Consultant
Caleb is a Certified Exit Planning Advisor with our strategic partner, Exceptional Business Advisors (EBA). His professional background includes experience in private real estate and private equity, where he excels at sourcing and structuring business transactions & transitions. A McCombs School of Business Graduate, his marketing talents greatly enhance collaboration between Exceptional Wealth & Family Office and Exceptional Business Advisors.
Caleb does not provide investment advice and does not act in an advisory capacity on behalf of EWFO. Exit Planning Services offered through EBA.
Lauren Kirby
Operations Consultant
Lauren is an operational leader known for helping organizations design and implement efficient, scalable processes. With a strong foundation in Lean and Six Sigma methodologies, Lauren specializes in removing operational bottlenecks, aligning cross functional teams, and building systems that support sustainable growth.
Her passion lies in transforming complex challenges into streamlined workflows that are both measurable and repeatable. Lauren has led initiatives that reduce waste, improve quality, and create seamless customer journeys—always with a focus on data-driven decision making and continuous improvements.
Lauren is a collaborative, strategic thinker who brings clarity, structure, and momentum to every project. Whether optimizing service delivery, standardizing procedures, or coaching teams on process excellence, Lauren’s leadership consistently drives operational performance and enhances the overall client experience.
Lauren does not provide investment advice and does not act in an advisory capacity on behalf of EWFO.
Exceptional Blueprint
Our Exceptional Wealth Blueprint is your comprehensive and customized financial guide, bringing clarity, capacity, and coordination to expand your outcomes. It’s designed to help you align your wealth with your vision, expand your capacity, and have full control of your financial trajectory. This isn’t about theory, it’s about results – built for impact, built for legacy, and built to last.
Our approach is simple: educate, activate, and equip.