About Us
Monarch:  Log In / Subscribe | Click for demo

Our Team

Ann Schleck has nearly 30 years of experience in the retirement industry and has served as a plan sponsor, a service provider and, since the mid-1990s, an industry consultant. As a Principal of the independent consulting firm bearing her name, Ms. Schleck provides industry research, advisor practice management and strategic consulting services to investment management firms and retirement service providers. Ann Schleck & Co. has also built a proprietary practice management database that tracks trends and best practices for retirement specialist advisors. Previously, Ms. Schleck was a partner and national practice leader for the defined contribution practice at Deloitte and a plan sponsor managing the retirement plans at Wells Fargo. She is a frequent speaker at industry conferences. In 2009, she was ranked by 401kWire.com as 15th among the “100 Most Influential People in Defined Contribution” and was named a top-rated consultant by Global Investors Magazine. Ms. Schleck received a bachelor’s degree from St. Mary’s College.


Sue Kelley is a Research Analyst at Ann Schleck & Company, an independent consultancy providing industry research and advisor practice management strategies to investment management firms and retirement service providers. Matt specializes in data collection and analysis, trend reporting and market insights. He manages Fee BenchmarkerTM and the practice management database, and analyzes and reports on data for syndicated research studies. Matt has been with Ann Schleck & Company since 2009; before that he worked at Wells Fargo. He has a BS in economics from University of Wisconsin, and likes to hike, fish, camp, hunt and snowboard with his family.