Team

Nancy A. Pyzel, EA, MBA

Nancy A. Pyzel 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.  She currently holds the Series 7 and 66 registrations, and California insurance license (0E71106).  She is an enrolled Agent (EA) with 19 years of experience in tax preparation.  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 June, 2008.

 

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 12 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.