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Our Staff

Our Team

Richard N. Gray, CPA

Phone 585-244-8080 Ext. 301

rgray@grayloceycpa.com

Richard has represented clients in construction, real estate, financial, manufacturing, technology, service, medical, retail, and not-for-profit industries. His experience includes auditing, accounting, taxation, management consulting, projections, valuations, business acquisition and investigative accounting.

Richard graduated from SUNY-Binghamton in 1981 with a Bachelor of Science degree in accounting He joined the CPA firm Cortland L. Brovitz & Co., P.C. and became a principal shareholder of the firm from 1988 to 1995. He continued to build his practice in subsequent years as a partner in a local firm, serving as a mentor and trusted advisor to his clients and staff. In September, 2005 he formed Richard Gray & Company, CPA, P.C. to implement many of the ideas that he has given to his clients into his own firm. In 2010 the firm became Gray Locey, CPA, P.C.

Richard currently serves as the President of the Jewish Community Center of Greater Rochester. He has been Vice President and Chair of both the Finance Committee and Investment Trustees. Richard also serves on the Board of Directors of the Jewish Community Federation of Greater Rochester and Geva Theatre Center, where he has two years of service as the Development Chair. He has been a member of the Investment Committee of the Rochester Area Community Foundation since 1990, also serving for ten years on the Board of Directors, including six years as Treasurer and Finance Chair and four years as Chair of the Investment Committee. He served seven years as Finance Chair and Board member of Temple Beth-El. He is a past President and Treasurer of Irondequoit Country Club and was a manager in Pittsford Little League for five years.

Richard is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.

He resides in Pittsford, New York with his wife Kim and three children, Taylor, Layna and Sydney.

Lori Locey, CPA

Phone 585-244-8080 Ext. 303

llocey@grayloceycpa.com

Lori represents clients in service, financial, real estate, medical and construction industries. She specializes in closely held businesses and high net worth individuals, assisting them with bookkeeping, accounting, taxation, acquisitions, succession planning and management consulting.

Lori graduated from Rochester Institute of Technology in 1980 with a Bachelor of Science degree in accounting. She practiced with Ronald Kane, CPA in Brighton for 25 years before merging with Richard Gray & Company, CPA, P.C. She is a member of the American Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants, and the Estate Planning Council of Rochester.

Bliss E. Owen, CPA

Phone 585-244-8080 Ext. 304

bowen@grayloceycpa.com

Bliss represents closely held businesses in various industries including medical, service, real estate, financial, hospitality and construction. In addition to assisting businesses with accounting, taxation, and succession planning she in involved with the business owners consulting on estate planning and personal taxation. She also services individuals that do not have any association with businesses.

Bliss is a graduate of Rochester Institute of Technology with a Bachelor of Science in Accounting. She began her accounting career with Cortland L. Brovitz & Co., PC. in 1976. In 2005 she co-founded the Firm of Kasperski Owen & Dinan CPAs, LLC. In December of 2016 she joined Gray Locey CPA, PC as a Partner.

Bliss is the Assistant Treasurer of the Episcopal Diocese of Rochester and serves as a Member of the Board of Trustees of Urban Choice Charter School. She served for many years on the various Boards of Episcopal Senior Life Communities. She is a past board member of Rochester City Ballet. Bliss is a member of the American Institute of Certified Public Accountants and the Estate Planning Council of Rochester.

Molly E. Wanzenried, CPA

Phone 585-244-8080 Ext. 313

mwanz@grayloceycpa.com

Molly began her career with Gray Locey CPA PC and rejoined the firm in 2019 as a Partner. She has a wide range of experience working with individuals as well as small and large businesses assisting them with their financial, accounting and tax needs. Though Molly represents clients in a variety of industries, she has considerable experience with law firms, real estate, agribusiness and medical practices. Molly works with many closely held businesses as an extension of their professional team to assist with each client’s unique objectives.

Molly is an active member of the Finance Committee of Epilepsy-Pralid, Inc. She previously served as a board member of the William Warfield Scholarship Fund and as a Finance Committee member for the Hochstein School of Music and Dance.

James G. Saylor, CPA

Phone 585-244-8080 Ext. 314

jsaylor@grayloceycpa.com

A graduate of SUNY Geneseo with over 16 years of experience in public accounting and four years of private accounting experience. Jim has a wealth of experience in business and personal taxation. His areas of expertise range from federal, state and international taxation to consultation on a variety of business transactions and organizational structures. Jim has extensive experience with partnership taxation in the real estate and hospitality services area. Servicing closely held businesses in a variety of industries, Jim is able to find tax savings for clients that are often times overlooked in both complex and straight forward situations. Jim has significant experience working with high-net-worth individuals on a variety of matters including business consultation, insurance, investments, retirement and estate planning. In his free time Jim likes to spend time with his family in the outdoors, including golfing, fishing and exploring the Adirondacks.

Jim is a member of the American Institute of Certified Public Accountants, the New York State Society of Certified Public Accountants, an active member of the Penfield wrestling and football boosters and the past president and treasurer of the Penfield softball booster program.

Michael A. Tullio, CPA

Phone 585-244-8080 Ext. 302

mtullio@grayloceycpa.com

Mike joined Gray Locey, CPA, P.C. in January of 2015. Prior to joining the company, Mike worked in the Rochester, NY office of a national law firm for almost 20 years, where he represented corporate executives and high net worth individuals providing income tax planning and compliance services with significant exposure to equity-based incentive compensation, such as incentive and non-qualified stock options and restricted stock, as well as multi-state taxation and investment partnerships. He also provided personal financial planning services including cash flow management, retirement planning, college education funding, charitable giving, wealth transfer, asset allocation and risk management planning. Prior to moving to Rochester, Mike worked in the Chicago office of Deloitte and Touche from 1985 - 1990, where he started his career after earning a Bachelor of Business Administration in Accountancy from the University of Notre Dame. While at Deloitte, Mike also completed his Masters of Science in Taxation from DePaul University. He subsequently earned his MBA from the University of Rochester, Simon School of Business, with concentrations in Corporate Finance and Business Strategy. Mike has been active in the Rochester community, serving on the board of the Brighton Soccer League since 1993, most recently as President. He currently serves on the professional liaison committee at the Community Foundation, and the Town of Brighton’s Parks and Recreation Department’s Citizens’ Advisory Committee. He previously served as a board member of the Notre Dame Club of Rochester. Mike is a member of the American Institute of Certified Public Accountants.

Samantha Engler, CPA

Phone 585-244-8080 Ext. 308

sengler@grayloceycpa.com

Samantha graduated from Canisius College in 2011 with a Bachelor of Science degree in Accounting and a Bachelor of Science degree in Accounting Information Systems. She graduated from Canisius College in 2012 with her MBA in Accounting. After graduation she joined the firm of Gray Locey, CPA, P.C. She assist clients with audits, review and compilations of financial statements as well as bookkeeping and tax preparation for individuals, partnerships, not-for-profit, and corporations.

Nicole Westra, CPA

Phone 585-244-8080 Ext. 307

nwestra@grayloceycpa.com

Nicole graduated from Wisconsin Lutheran College in December 2012 with a Bachelor of Science degree in Business Administration, with an emphasis in Accounting and Finance. Nicole is a New York State Certified Public Accountant. She was born and raised in Jupiter, Florida, attended college in Milwaukee, Wisconsin, and then moved to Pittsford where she resides with her husband, Mark, and son, Micah. Nicole has prior experience in public accounting and corporate accounting. She joined Gray Locey, CPA, P.C. in January 2014. She assists clients with reviews and compilations of financial statements as well as bookkeeping and tax preparation for individuals, estates, trusts, partnerships, and corporations.

Rebecca L. Rodriguez, CPA

Phone 585-244-8080 Ext. 311

rrodriguez@grayloceycpa.com

Rebecca has experience delivering tax services to small and medium sized businesses in a variety of industries including real estate, auto dealerships, and medical practices. Rebecca’s specific technical expertise lies in multi-state corporation, partnership, and limited liability corporation taxation, including complex income allocations, tax basis, and corporate structure. She takes pride in getting to know the business owners to build trust and provide insightful analysis around tax planning and tax compliance matters. Building these relationships allows her to consistently provide high quality, valuable solutions to each of her clients.

Prior to joining Gray Locey, CPA, Rebecca worked for a regional public accounting firm and a short time with a national publicly traded company in the private accounting/taxation. Her extensive experience in public accounting provides her with a solid foundation to provide her clients with strategies and solutions that help them achieve their goals. Her experience working in the private industry gives her a unique perspective and understanding of operations and the various challenges her clients may face.

Rebecca is a graduate of Roberts Wesleyan College, where she earned a Bachelor’s of Science in Accounting and Information Management. She residences in her hometown of Bergen with her two kids, Isabella and Xander, and her two dogs, Dolly and Brody. In her free time she enjoys listening to all genres of music, traveling, and spending time with her friends and family.

Kyle Hartman

Phone 585-244-8080 Ext. 306

khartman@grayloceycpa.com

Kyle graduated from Finger Lakes Community College in 2013 with an Associate in Science degree in Business Administration. He graduated from State University of New York (SUNY) at Geneseo in 2016 with a Bachelor of Science degree in Accounting. Kyle has prior internship experience in public accounting. He joined Gray Locey, CPA, P.C. in November 2016. He assists clients with reviews and compilations of financial statements as well as bookkeeping and tax preparation for individuals, partnerships, corporations, and trusts. Kyle is currently sitting for the CPA exam.

Kyle is an alumnus of Alpha Kappa Psi, the oldest national professional business fraternity. He was brother of the year of the Geneseo Chapter in 2014. As a survivor he cares deeply about cancer research. In his free time he enjoys hiking, making crafts, and playing with his dog Beau.

Luiza Hovhannisyan

Phone 585-244-8080 Ext. 319

lhovhannisyan@grayloceycpa.com

Luiza graduated from Chatham University in Pittsburgh, Pennsylvania in June 2014 with a Master’s degree in Accounting. She joined Gray Locey CPA, P.C. in December of 2017. Luiza assists clients with tax preparation and planning for individuals, partnerships, corporations, trusts and estates as well as with bookkeeping, sales tax filing, and financial statements reviews.

Luiza and her husband reside in Brighton together with their two sons. In her free time Luiza enjoys spending time with her family and friends.

Jamie Abraham

Phone 585-244-8080 Ext. 316

jabraham@grayloceycpa.com

Jamie joined Gray Locey, CPA, P.C. in December 2019. He graduated from St. John Fisher College in 2019 with a Bachelor of Science degree in Accounting with a minor in Finance. Jamie is working on getting his CPA.

In his free time Jamie enjoys hiking, spending time with friends and family, and playing with his puppy Kali.

Kyle Lamb

Phone 585-244-8080 Ext. 305

klamb@grayloceycpa.com

Kyle joined Gray Locey, CPA, P.C. in August 2020.

Kyle was born and raised in Rochester, NY. She has been preparing individual, partnership and corporate tax returns for many years and has over 20 years of experience with QuickBooks with a wide range of businesses, with particular experience in construction and food service industries. She resides in Irondequoit with her two huskies and enjoys gardening and painting.

Chase Metzger

Phone 585-244-8080 Ext. 315

cmetzger@grayloceycpa.com

Chase graduated from State University of New York (SUNY) at Geneseo in 2020 with a Bachelor of Science degree in Accounting. He was part of the Geneseo club baseball team, the Student Managed Investment Fund (SMIF), and the Tau-Alpha chapter of the Kappa Sigma Fraternity. He began working with accounting at a can and bottle redemption center when he was 16. Chase has prior internship experience in public accounting and internal audit. He is currently studying for the CPA exam.

In his free time Chase enjoys golfing, basketball, running, and playing the piano.

Lisa Alvito

Phone 585-244-8080 Ext. 300

lalvito@grayloceycpa.com

Lisa is the Office Manager at Gray Locey, CPA, P.C. and has served as an administrator in the accounting profession since 2001 with Mr. Gray. She is a Certified QuickBooks Pro Advisor and provides bookkeeping, tax preparation and planning to clients.

Lisa resides in Greece, NY with her two kids, Avianna & Sebastian.

Maria Alvito-Jorge

Phone 585-244-8080 Ext. 312

malvitojorge@grayloceycpa.com

Maria joined Gray Locey, CPA, P.C. in November 2017 as part of the administration team.

Maria is a certified Phlebotomist, which she practices part time along with spending her free time with her daughter Westyn Rose.