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Our Staff

Our Team

Richard N. Gray, CPA

MANAGING PARTNER

Phone 585-244-8080 Ext. 301

Email: 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

PARTNER

Phone 585-244-8080 Ext. 303

Email: 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

PARTNER

Phone 585-244-8080 Ext. 304

Email: 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 Upstate Planning Council of Rochester.

Michael A. Tullio, CPA

Phone 585-244-8080 Ext. 302

Email: 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.

Mary S. Brown, CPA

Phone 585-244-8080 Ext. 314

Email: mbrown@grayloceycpa.com

Mary Brown joined Gray Locey, CPA in December of 2016. She brings to the firm over 15 years’ experience in individual tax, as well as 6 years’ of experience in S-Corp and Partnership taxation. During 2000-2010, worked in the area of tax and financial accounting for regional accounting firms in the Rochester. Over the past 5 years Mary worked as a tax manager at Seneca Financial Advisors, a local RIA firm. Her experience at Seneca focused of tax planning and compliance for high net-worth clients living throughout the country. She worked included individual, trust and estate income tax, quarterly and annual tax projection analysis and year-end tax planning. Her responsibilities also included staff management and development. Before joining Gray Locey, Mary completed a 6 month assignment as a senior tax analyst for the Wilmorite Management Group.

Ms. Brown received her Bachelor’s Degree in Accounting at St. John Fisher College. Through out her career she has organized and participated in volunteer efforts for local charitable organizations such as Catholic Charities, the Thanksgiving Appeal and United Way.

Samantha Engler, CPA

Phone 585-244-8080 Ext. 308

Email: 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

Email: 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.

Jessica Zhang, CPA

Phone 585-244-8080 Ext. 305

Email: jzhang@grayloceycpa.com

Jessica graduated from Cornell University in 2012 with a Bachelor of Arts degree in Mathematics and Economics. She joined Gray Locey CPA, P.C. in January of 2014. She assists clients with financial statements audits, reviews, and compilations. She provides tax preparation services for individuals, partnerships, corporations, and not-for-profits as well as bookkeeping services and training. She helps clients resolving issues with federal and state taxing authorities. She resides in Rochester with her husband and two dogs. In her free time, she enjoys exploring different cuisines and spending time with her family.

William G. May, EA

Phone 585-244-8080 Ext. 321

Email: bmay@grayloceycpa.com

Bill joins Gray Locey, CPA, P.C. in November 2017. Prior to joining the company Bill worked at the IRS from 1973 to 1989, he supervised the work of revenue agents and staff personnel. From there he was a manager at a Rochester Certified Public Accounting firm, where his practice consisted of corporations, partnerships and high net worth individuals. In addition, he developed expertise in the areas of estate planning, trusts and gift taxes. He joined Tompkins Financial in 2000 as a vice president and the tax director. He reviewed and assisted with preparation of clients’ tax returns, he worked with financial planners throughout the year to monitor client tax liabilities and related issues.

Bill’s first enjoyment is spending time with his family. He also enjoys golf, home projects and church activities.

Charles M. Williams, EA, ATP

Phone 585-244-8080 Ext. 313

Email: cwilliams@grayloceycpa.com

Charley brings a wealth of experience to the field of taxation. He began his career with a small legal firm in Syracuse where he prepared tax returns and audited the Faculty Student Association stores at two New York State colleges. After completing the Accounting Program at Powelson Business Institute in Syracuse, he enlisted in the United States Army during the Viet Nam War. While a member of the Armed Forces, he served as Clerk in the Headquarters Company, 5th CST Brigade at Fort Dix, NJ and then as the Orderly Room Company Clerk of the NATO Headquarters, Allied Land Forces Southeastern Europe in Izmir, Turkey. He was awarded the Army Commendation Medal for meritorious service. Upon his discharge from the Army, Charley moved to Rochester where he accepted the position of Trust Tax Accountant in the Trust Tax Department of a large commercial bank, eventually attaining the positions of Trust Tax Officer and Assistant Vice President. While at the bank, Charley obtained extensive experience in the preparation of individual, trust and estate tax returns for high net worth clients. After leaving the bank, Charley worked for a CPA firm before becoming the head of the Tax Department of a financial management company. In 1991, Charley established his own firm, Williams Tax Services, Inc., which he successfully ran for 26 years. During that time he prepared individual, corporate, trust, estate, gift and private foundation returns, as well as legal accountings for trusts and estates. Additionally, he counseled countless individual clients and members of the legal and investment communities in a variety of tax matters.

Charley is a member of the National Association of Tax Professionals, the National Society of Accountants and the New York Society of Independent Accountants.

Kyle Hartman

Phone 585-244-8080 Ext. 306

Email: 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.

Katie Semione

Phone 585-244-8080 Ext. 315

Email: ksemione@grayloceycpa.com

Katie graduated from St. John Fisher College in 2012 with her Bachelor of Science degree in Accounting. She graduated from Fisher in 2013 with her MBA, with a concentration in Accounting. Upon graduation, Katie has prior experience in public accounting working on reviews, bookkeeping, and tax preparation. She is currently sitting for the CPA exam. Katie joined Gray Locey CPA, P.C. in July 2017.

She grew up in Gloversville, NY and now resides in Rochester. In her free time, she enjoys traveling, going to concerts, and spending time with her family and friends.

Lisa Alvito

Phone 585-244-8080 Ext. 300

Email: lalvito@grayloceycpa.com

Lisa 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

Email: 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.