Meet Our Team

Corporate Headquarters

Mark Sorensen

CEO, Founder

Linda Sorensen

Co-Founder / Office Management

Michael Tarr

Director of 401(k) Maneuver/MEP

Stephanie Maufroy

Chief Compliance Officer

Carissa Bruce

Chief Administrative Officer / Executive Assistant

Jess Quirello

Senior Adviser Success Specialist

Jessica Willis

Business Systems Analyst

Laura Hallett

Adviser Success Specialist

Joanna St. Clair

Trading & Service Specialist

Ayris Abad

Trading & Service Specialist

Tara Stohr

Adviser Success Specialist

Amy Claesson

Adviser Success Specialist

Abigail Claesson

Adviser Success Specialist

Maverick

Mascot of Maneuver Nation


Advisory: Advisory services are offered through Royal Fund Management, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission, nor does it indicate that the adviser has attained a particular level of skill or ability. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. There are no assurances that a client’s portfolio will match or outperform any benchmark.