Team

Nancy A. Pyzel, EA, MBA

Nancy A. Pyzel is an enrolled Agent (EA) with 30 years of experience in tax preparation and planning. She also holds the Series 7 and 66 registrations, and California insurance license (0E71106).

Nancy earned a bachelor's degree in finance from CSU Fullerton and an M.B.A., with an emphasis in financial planning from Golden Gate University.   Nancy worked as a manager at Tiret & Co. CPAs, a tax preparer for Kimbell, McKenna, and Von Kaschnitz (now Armanino McKenna), and a manager at Ernst & Young before joining Life Organizers, a Los Altos, CA tax and financial planning practice, in 1999.  Nancy founded A Life Well Spent in 2008. Nancy teaches Income Taxation in Personal Financial Planning and Income Tax Accounting courses at UC Santa Cruz Silicon Valley Extension. Nancy is a member of the California Society of Enrolled Agents, past president of Mission Society of Enrolled Agents, and a member of Toastmasters International.

 

Irene C. Tillman,
Wealth Management Assistant

Irene C. Tillman currently holds the California insurance license (0D21444) and Series 7 registration.  She has been in the insurance and financial industry for over 20 years and served as the Compliance Officer at Miceli Financial Partners, a Massachusetts Mutual Life Insurance Co. in San Jose.  Irene joined A Life Well Spent in December, 2008 as Nancy's Wealth Management Assistant.

 

Royal Alliance Associates, Inc. does not offer tax or legal advice.