At ClearPoint CPAs, leadership means more than a title — it’s about service, integrity, and a deep commitment to helping clients and communities thrive. Our leadership team brings decades of experience in accounting, audit, tax, and consulting, united by a shared belief: that the best results come from genuine relationships and personalized service.
As ClearPoint moves forward, these individuals are guiding our vision, mentoring the next generation, and delivering results that matter.
Forooz Smalley, CPA, MBA, MS, CGMA
Partner & Chief Executive Officer
As CEO, Forooz leads ClearPoint with a strategic, people-first mindset shaped by decades of experience. She works closely with high-net-worth individuals and business owners, advising on estate planning, succession strategies, and complex tax structures. Her leadership is grounded in clarity, collaboration, and long-term relationships — and she is an active voice on multiple advisory and nonprofit boards.
Curtis Morrison, CPA, CGMA, CCA
Partner & Chief Operating Officer
Curtis oversees firm operations and audit quality at ClearPoint. With more than 30 years in public accounting and leadership in regulatory compliance, Curtis is known for his steady, collaborative approach and depth of technical insight. He leads with precision and care, helping clients maintain strong internal controls while mentoring teams across the firm.
Richard Keller, CPA, MAcc
Partner & Chief Financial Officer
Richard brings over 20 years of tax and financial expertise to ClearPoint’s leadership. As CFO and Tax Partner, he advises clients in construction, real estate, manufacturing, and financial services with practical, forward-thinking strategies. Richard’s calm, analytical style helps clients and teams alike stay focused and grounded, even in complex scenarios.
Brian Blanton, CPA
Partner
Brian brings nearly 30 years of experience advising businesses and individuals on corporate, partnership, and individual taxation. With a strong focus on real estate, construction, and strategic tax planning, he is a trusted voice for closely held businesses. Brian is also an active contributor to several professional and educational boards.
Tamara Greear, CPA, MSA
Partner
Tamara is a recognized expert in audits for governmental and nonprofit entities, consulting with over 100 public organizations each year. She brings deep knowledge of single audits and public sector standards, along with a calm, client-centered approach that inspires trust and confidence in every engagement.
Lohan Kotze, CPA, MBA
Partner
Lohan leads assurance services across construction, manufacturing, nonprofit, and privately held sectors. His experience in both public accounting and private industry, including healthcare, gives him a broad and practical perspective. Known for his responsiveness and personal dedication to client success, Lohan also serves on several industry boards.
A Leadership Team You Can Count On
The strength of ClearPoint CPAs lies in its people. Our leadership team is collaborative, values-driven, and fully invested in the success of our clients and colleagues. Whether you’re working with one of our partners or a member of our extended team, you’ll experience the same high standard of service, attention to detail, and respect for what makes your goals unique.
Want to learn more about working with ClearPoint?
Contact us — or explore our services to see how we can support your next step forward.
