Our Team

Rich Carroll is a Managing Partner at Intentional Wealth Strategies, a local investment and financial planning firm dedicated to helping families attain financial freedom to enjoy a confident retirement. 

As a CERTIFIED FINANCIAL PLANNER™ professional, Rich takes pleasure in helping multigenerational families align their values with their wealth, particularly through charitable giving strategies.

Originally from Texas, Rich earned his Personal Financial Planning degree from Texas Tech University. He began his career serving the military community in Colorado Springs through his work with USAAs' Investment Department, where he developed a deep appreciation for the unique financial needs of service members and their families.

After his time with USAA, Rich worked as a financial planner and advisor before founding his own practice, First Ascent Financial, in 2016. In July 2020, he merged his firm with Intentional Wealth Strategies, where he continues to provide superior support to clients.

On a personal level, Rich cherishes his time with his wife, Christy, and their two daughters, Maggie and Bonnie. He enjoys mountain biking with Christy, family bike rides, and camping adventures. Rich and Christy are also actively involved in their local church, contributing to their community's spiritual and social well-being. Rich values spending quality time with his family and friends.

Christopher Long is a Managing Partner at Intentional Wealth Strategies, an independent Registered Investment Advisor (RIA) firm based in Colorado Springs, Colorado. A CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst, Chris co-founded Intentional Wealth Strategies in 2018, bringing a wealth of knowledge and expertise to the firm.

Chris specializes in retirement planning and investment management, offering a tailored, institutional-style approach to meet the unique needs of affluent individuals and select organizations. His focus on tax-efficient strategies and personalized goals-based wealth management sets him apart in the industry. Prior to founding Intentional Wealth Strategies, Chris gained extensive experience at top-tier institutions, including Morgan Stanley Smith Barney, Charles Schwab & Co., and Ameriprise Financial, where he held various key positions such as vice president, investment manager, financial consultant and planner, portfolio consultant, and trading consultant.

Chris is known for his ability to simplify complex financial concepts, making them accessible to his clients. His commitment to integrity, passion, and diligence has earned him a reputation as a trusted advisor.

Beyond his professional achievements, Chris is deeply committed to community service. He has contributed significantly through volunteering with organizations like Fort Lewis College, where he helped establish the institution's investment advisory committee. He also served as the Chair of both the El Paso County Retirement Board and the Colorado Springs Hispanic Chamber, The Concilio. In addition, he was a committee member for the Investment Advisory Committee for the city of Colorado Springs. Chris currently serves as the Colorado Springs liaison to the CFA Society Colorado and is an active member of the Financial Planning Association of Southern Colorado. In the past, he also taught financial literacy to high school students through the League of United Latin American Citizens' Upward Bound program.

Chris holds a bachelor's degree in economics from Metropolitan State University of Denver, where he graduated with honors. He is also proud to hold the Chartered Financial Analyst designation, one of the highest distinctions in the investment management profession.

Originally from Ft. Walton Beach, Florida, Chris now resides in Colorado Springs with his wife, Jill, and their son, Derek. Outside of his professional life, Chris enjoys literature, cooking cherished family recipes, fly-fishing, camping, and passionately cheering for his favorite baseball team, the Colorado Rockies.
 

As our dedicated Office Manager, Ann Zander is the backbone of our team's operations. Since joining us in June 2019, Ann has expertly managed a wide range of administrative duties, including client support with online access, account applications, IRA distributions, deposits, wire transfers, and scheduling. Her meticulous attention to detail and proactive approach ensure that our clients always receive top-notch service.

Ann brings over two decades of financial services experience to our team, making her an invaluable resource. Her deep knowledge and unwavering commitment to helping clients make her a trusted part of the team and a friendly face in our office.

Originally from the sunny shores of California, Ann relocated to Colorado in 2017. She has embraced the Colorado lifestyle, exploring the state’s beautiful landscapes on her Harley. Ann cherishes time spent with her young grandson and enjoys the serenity of living in Falcon with her husband, Mike.

Jill Long is our team’s Assistant who manages our on-going marketing and advertising campaigns. She also maintains our client data and helps our advisors build financial plans. Jill started working with Carol Breglio and Chris Long in 2017 assisting with their transition to Raymond James.

Jill earned a bachelor’s degree in history from Metropolitan State University of Denver. She is an outdoor enthusiast who grew-up near Boulder and loves to hike, camp, and enjoy Colorado with Chris and their son, Derek. Prior to working with Carol and Chris, Jill worked in information management and library services for Polsinelli, a large Kansas City based law firm.