Our Team
Ann Schleck
is a Principal of Ann Schleck & Company. Ann has over 20 years of retirement industry experience as a plan sponsor, provider and consultant. Prior to starting the firm, Ann was a Partner and National Practice Leader at Deloitte. She was recognized as the top-rated consultant by fund managers in Global Investors Magazine and is a frequent speaker at industry forums.
phone: 651-687-0118
Sue Kelley is a Principal of Ann Schleck & Company. She has over 20 years of experience in professional sales, management and financial services and holds a Master’s degree in Finance. In addition to managing the firm's financial advisor practice management programs, Sue also manages benchmarking research for the firm.
phone: 651-439-1773
