Our Team

Our Team

Bryan Daly Image

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 Image

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 Image

Mark Sorensen

CEO, Founder

1515 Buenos Aires Blvd.
The Villages, FL 32159

352.750.1637

mark@royalfundmanagement.com

Linda Sorensen Image

Linda Sorensen

Co-Founder / Office Management

1515 Buenos Aires Blvd.
The Villages, FL 32159

352.750.1637

linda@royalfundmanagement.com

Michael Tarr

Director of 401(k) Maneuver/MEP

1515 Buenos Aires Blvd.
The Villages, FL 32159

615.519.2136

mtarr@royalfundmanagement.com

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Stephanie Maufroy

Chief Compliance Officer

1515 Buenos Aires Blvd
The Villages, FL 32159

352.750.1637

stephanie@royalfundmanagement.com

Carissa Bruce Image

Carissa Bruce

Chief Administrative Officer / Executive Assistant

1515 Buenos Aires Blvd.
The Villages, FL 32159

352.750.1637

carissa@royalfundmanagement.com

Jess Quirello Image

Jess Quirello

Senior Adviser Success Specialist

1515 Buenos Aires Blvd.
The Villages, FL 32159

352.750.1637

jess@royalfundmanagement.com

Jessica Willis Image

Jessica Willis

Business Systems Analyst

1515 Buenos Aires Blvd.
The Villages, FL 32159

352.750.1637

jessica@royalfundmanagement.com

Laura Hallett Image

Laura Hallett

Adviser Success Specialist

1515 Buenos Aires Blvd.
The Villages, FL 32159

352.750.1637

laura@royalfundmanagement.com

Joanna St. Clair

Trading & Service Specialist

1515 Buenos Aires Blvd.
The Villages, FL 32159

352.750.1637

joanna@royalfundmanagement.com

Ayris Abad Image

Ayris Abad

Trading & Service Specialist

1515 Buenos Aires Blvd.
The Villages, FL 32159

352.750.1637

ayris@royalfundmanagement.com

Tara Stohr Image

Tara Stohr

Adviser Success Specialist

1515 Buenos Aires Blvd.
The Villages, FL 32159

352.750.1637

tara@royalfundmanagement.com

Amy Claesson Image

Amy Claesson

Adviser Success Specialist

1515 Buenos Aires Blvd.
The Villages, FL 32159

352.750.1637

amy@royalfundmanagement.com

Abigail Claesson Image

Abigail Claesson

Adviser Success Specialist

1515 Buenos Aires Blvd.
The Villages, FL 32159

352.750.1637

abigail@royalfundmanagement.com