Joe Carlozo is the President and founder of CARLOZO & COMPANY. A CPA and graduate of The Pennsylvania State University, he has 34 years of public accounting experience in addition to 4 years experience in private industry. Joe also has the distinction as one of the first CPAs in the country (Certificate 908) to earn the professional designation of CFP (Certified Financial Planner). As a CFP, Joe is the Managing Member of MASTER KEY FINANCIAL SERVICES, LLC, our sister company.

Joe has considerable experience in management consulting and tax planning issues for closely held businesses and their owners. In doing so, he dedicates himself to helping our clients in attaining and coordinating their personal financial and business goals and objectives. An avid CORVETTE and ELVIS enthusiast, Joe and his wife Sue reside in Harford County, Maryland.

joe@carlozo.com; Ext 101

Kristina A. Owens, CPA

Tina Owens has been with CARLOZO & COMPANY since graduating in 1995 from Villa Julie College (now Stevenson University) with a major in Computers in Accounting. Since that time, she has earned the professional designation of CPA and works extensively in our accounting services area. Tina and her husband Ed and their son Caleb reside in Anne Arundel County, Maryland.

tina@carlozo.com; Ext 113

Carol Beauchamp, CPA

Carol Beauchamp has worked hand-in-hand with Joe for the last 7 tax seasons. A graduate of University of Baltimore, Carol is a CPA with 18 years of public accounting experience. Carol and her husband Bryan and daughters Kimberly and Rebecca reside in Baltimore County, Maryland.

carol@carlozo.com; Ext 104

Sharon Cody, CPA

Sharon Cody, the most recent addition to Carlozo & Company, joined the firm in January 2010. Sharon has reunited working with Joe after 22 years having previously worked together for four years at Coyne & McClean, Chartered. She is a CPA with 26 years experience in public accounting with her last 10 ½ years working at a national firm. Although she has had experience in many different areas, Sharon’s expertise is in working with small businesses. Sharon, her husband Ken, and daughters Michelle and Julie reside in Baltimore County, Maryland.

sharon@carlozo.com, Ext 112

Kelly M. Puig

Kelly Puig joined Carlozo & Company, P.A. as our Firm Administrator bringing with her 9 years of experience. She has an A.A. degree from Essex Community College. Kelly is currently Executive Assistant to Joseph V. Carlozo and works hand in hand with Joe helping to maintain the business records of Carlozo & Company, P.A. Kelly and her husband Jason and their children Sara and Jacob reside in Harford County, Maryland.

kelly@carlozo.com; Ext 107

Joe Carlozo, Jr.

Young Joe graduated from York College of PA in 2008 with a B.S. Degree, having majored in Sport Management and minored in Marketing and Business Administration. Shortly thereafter, he traveled up to State College PA and did a 13 week internship in the athletic department at his Dad’s alma mater, The Pennsylvania State University. Joe worked for us part-time during tax season 2009, and then moved to the Raleigh-Durham area in an effort to pursue his major. In May 2010, Joe returned home to his roots and settled in Abingdon, MD and has been here ever since serving as Administrative Assistant for both our accounting services and tax departments, and even helping Sr. with a project or two. Sometimes called Jr., other times “Mini Me”, but always Joe, he has brought our team a youthful enthusiasm, camaraderie and curiosity to learn.

joejr@carlozo.com; Ext. 111

Blakely Jenkins

Blakely Jenkins joined C & C in September of 2010 bringing over 10 years accounting experience with her last 3 + years at a major CPA firm in West Palm Beach. She has an A.A. degree from Essex Community College. Blakely and her son Brody have recently relocated back to Baltimore County, Maryland.

blakely@carlozo.com; Ext 105

Sharon E. Kenney

Having recently joined Carlozo & Company in April, 2011, Sharon Kenney is a professional possessing a unique combination of accounting, human resources and administrative skill-sets resulting from holding management positions with single and multi-site entities for 30+ years.

Her most recent tenure was with another small, local CPA firm where she spent 12 years handling firm operations, including firm and client accounting, human resources and office management.

Sharon and her husband Mark reside in Harford County, Maryland.

skenney@carlozo.com; Ext . 115

Lisa Dewey

Lisa Dewey joined Carlozo & Company, P.A. full-time in April 2011 as an administrative assistant, having previously worked part-time December-March for tax season. Lisa recently moved back to the area with her son Tyler and their three dogs.

lisa@carlozo.com; Ext. 114

Carlozo & Company • 20 E. Timonium Road Suite 200 • Timonium, MD 21093
Phone: 410-561-5028 • Fax: 410-561-5078
Wells Fargo Advisors is the trade name used by two separate registered broker-dealers: Wells Fargo Advisors, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, non-bank affiliates of Wells Fargo & Company.
Wells Fargo Advisors has a Strategic Partnership with, but not affiliated with Master Key Financial Services.

We work with companies and individuals in Timonium, Lutherville, Towson, Hunt Valley, Baltimore and the surround Maryland areas.