
Our Team

Bryan Daly CFP®
Bryan is a dedicated investment advisor representative with Royal Fund Management, recognized as an independent, fee-based fiduciary and CERTIFIED FINANCIAL PLANNER™ professional. Holding a Life, Health, and Annuity license, he brings over two decades of experience serving retirees in South Florida.
Bryan specializes in comprehensive financial planning focusing on preserving principal and managing risk to help clients achieve financial security. He is an active member in good standing with the Financial Planning Association (FPA) and the Association of Financial Educators (AFE), reflecting his commitment to professional excellence and financial education.

Ellen Daly
Ellen handles the all the administration of New Life Financial Planning.
She interacts with clients and assists in the implementation of firm operations.
Ellen excels at making the office run smoothly by frequently interacting with clients and answering general office phone calls and emails so that our financial planners can focus on helping our clients.
Bryan is an Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser
Corporate Headquarters

Mark Sorensen
CEO, Founder
1515 Buenos Aires Blvd.
The Villages, FL 32159

Linda Sorensen
Co-Founder / Office Management
1515 Buenos Aires Blvd.
The Villages, FL 32159

Michael Tarr
Director of 401(k) Maneuver/MEP
1515 Buenos Aires Blvd.
The Villages, FL 32159

Stephanie Maufroy
Chief Compliance Officer
1515 Buenos Aires Blvd
The Villages, FL 32159

Carissa Bruce
Chief Administrative Officer / Executive Assistant
1515 Buenos Aires Blvd.
The Villages, FL 32159

Jess Quirello
Senior Adviser Success Specialist
1515 Buenos Aires Blvd.
The Villages, FL 32159

Jessica Willis
Business Systems Analyst
1515 Buenos Aires Blvd.
The Villages, FL 32159

Laura Hallett
Adviser Success Specialist
1515 Buenos Aires Blvd.
The Villages, FL 32159

Joanna St. Clair
Trading & Service Specialist
1515 Buenos Aires Blvd.
The Villages, FL 32159

Ayris Abad
Trading & Service Specialist
1515 Buenos Aires Blvd.
The Villages, FL 32159

Tara Stohr
Adviser Success Specialist
1515 Buenos Aires Blvd.
The Villages, FL 32159

Amy Claesson
Adviser Success Specialist
1515 Buenos Aires Blvd.
The Villages, FL 32159

Abigail Claesson
Adviser Success Specialist
1515 Buenos Aires Blvd.
The Villages, FL 32159