Meet the Team

Founded by Francisco Sirvent in 2007, Retirement Management Office is made up of qualified financial advisors, attorneys, insurance agents and tax experts who help individuals and families work toward their ideal retirements.

Our Team

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Francisco Sirvent

Founder & CEO | Attorney & Investment Advisor

Francisco enjoys helping people build a life they love to live, believing “we weren’t born just to pay bills and die.”

“My mother-in-law passed away at age 69, just five weeks after being diagnosed with cancer,” Francisco says. “She had way more money than she could have ever spent in her lifetime, yet her advisors didn’t help her see that."

“She would have loved to take her grandkids on a big trip, but they lost out on that opportunity with her, because no one was helping her figure out how to spend her money, not just save it.”

After working as an estate planning attorney since 2007, Francisco expanded his approach to become a licensed financial and insurance advisor in 2013. He graduated from the University of Arizona in 2001 with a Bachelor of Science in engineering and from Arizona State University in 2006 with his juris doctor degree.

Francisco and Nicole married in 2001 and have four kids (two boys, two girls). “We absolutely love being parents,” Francisco says. “Our kids are mature, fun and successful. We also have a dog (Rex) we love and a cat that I can’t stand (Tinsel).”

In their free time, Francisco and Nicole enjoy traveling to the Caribbean, sailing and spearfishing. He also loves going to the movies and boating on Arizona’s lakes.

Karmi Gutman, CAIA®, CFP®, ChFC®

Financial Planner

Michelle Dexter

Managing Attorney

John Dahl

Attorney

Shiloh

Office Manager

Andrea Leyvas

Legal Case Manager

Kristiona Lane

Legal Case Manager

Alison Cranford

Legal Case Manager

Margaret Daly

File Clerk

Isabella Sirvent

File Clerk

Lauren Thompson

Billing & Operations Specialist

Alexis Rico Cortes

Marketing & Sales Analyst

Sophia Sirvent

Receptionist

Gabriel Sirvent

Office Assistant

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