2003 Press Releases
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Press Release, 11/25/03:
TOTAL NUMBER OF PARTNERS NOW SEVEN
Vicenti, Lloyd & Stutzman, leading Inland
Empire / San Gabriel Valley Certified Public Accounting firm, names Wade McMullen,
Karin Heckman Nelson Partners
 
Wade N. McMullen and Karin Heckman Nelson have been named Partners at Vicenti, Lloyd & Stutzman, a 50-year-old mid-size Certified Public Accounting and business consulting firm headquartered in Glendora and a leading accounting firm serving the Inland Empire and the San Gabriel Valley.
The move brings the total number of Partners at VLS to seven.
"Both of these individuals are professionals, they bring a lot to the table in their dealings with all of the many clients they represent, and they have been on board here at Vicenti, Lloyd & Stutzman since the early 1990s," said Carl Pon, Co-Managing Partner of VLS. "We are delighted to have them become Partners in the firm."
McMullen, who joined the firm in 1992, has served as a Manager for the past five years. He received a Bachelor of Arts in Business Administration in 1991 from Cal State University, San Bernardino.
McMullen's areas of emphasis include not-for-profit organizations,
universities, colleges and charter schools
His areas of emphasis at VLS include not-for-profit organizations, universities and colleges, as well as charter schools. The firm ranks second in the state in educational accounting.
He also handles corporate and partnership tax returns, and audits of not-for-profit organizations.
A regular speaker at professional conferences and seminars, he has also appeared at the annual conference of the Western Association of College and University Business Officials (WACUBO), of which he is a member.
A resident of Upland, he said he is excited about the opportunity to serve as a Partner in the firm.
"All of the other Partners at VLS are excellent people and great to work with so it doesn't make the decision hard when you have to think about who your Partners will be in business," McMullen said. "My goal is to make sure that I maintain that level of professionalism and make a positive contribution to the firm."
He added that this is an exciting time for a regional, mid-sized firm such as VLS to step in and provide service to the larger companies, universities and colleges that find themselves feeling underserved by many of the larger national CPA firms.
Nelson, who joined the firm in 1995 and has served as a Manager for the past six years, received a Bachelor of Science in Accounting in 1985 from Manchester College in North Manchester, Indiana, and a Master of Business Administration in 1988 from the University of La Verne.
Nelson's areas of emphasis feature school districts, colleges, county offices of education, and fraud prevention and detection services
Her primary area of emphasis is audits of local education agencies including school districts, college districts, colleges, and county offices of education in both Riverside and San Bernardino. In addition to her CPA designation, she is a Certified Fraud Examiner and performs fraud prevention and detection engagements.
She also works regularly in tax planning and compliance for individuals, trusts and estates.
"I'm very pleased to be named a Partner at Vicenti, Lloyd & Stutzman," Nelson said. "I have been here for literally most of my career and the reason I'm here is because of the opportunity to work with great professional colleagues and our clients."
She added that working for a mid-sized firm provides her with many opportunities not possible elsewhere.
"VLS is not too small yet not too large to have a lot of great opportunities," she said. "Even though we are a mid-sized firm by traditional standards, we are still one of the largest accounting firms in the region, enabling us to provide a full-service package to our clients while maintaining all the advantages a smaller organization has to offer."
Nelson went to work for the firm right out of college, although she left briefly for a college-level teaching sabbatical and to serve for two years as Controller for a service center operated by the Church of the Brethren in New Windsor, Maryland.
Vicenti, Lloyd & Stutzman was founded by Richard H. Vicenti in 1953. The firm has seven Partners, and Royce A. Stutzman serves as Chairman. VLS has about 60 employees and serves clients throughout California.
Clients include businesses, not-for-profit organizations, universities, colleges, school districts, water districts and individuals who seek assistance through a variety of management and accounting services in managing change, making better decisions and, in some instances, identifying opportunities for growth, profit or efficiency.
For more information, visit the firm's new headquarters in the Glendora Courtyard office complex at 2210 E. Route 66 (at Amelia Avenue), Glendora, CA 91740, call (626) 857-7300, or visit the firm's web site at www.vlsllp.com.
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