Leadership
A Message from Our Leadership Team
At ClearPoint CPAs, our leadership structure is designed to reflect our core values of clarity, integrity, and collaboration. Our leadership team is focused on being responsive to the needs of our clients, our people, and the communities we serve. We prioritize working together and fostering an environment where each voice is heard, ensuring we remain agile and focused on delivering the best outcomes for all.
As a forward-thinking firm, we are committed to developing our leaders from within, providing growth opportunities and experiences that prepare them for future challenges. Our approach to leadership transitions is built around nurturing talent and ensuring a seamless continuity of service to our clients.
Executive leadership team
Forooz Smalley, CPA, MBA, MS, CGMA
Partner & Chief Executive Officer
As CEO of ClearPoint CPAs, Forooz leads the firm with a strategic vision built on decades of experience in tax, assurance, accounting, and consulting. She works closely with high-net-worth individuals and business owners, advising on estate planning, succession strategies, mergers and acquisitions, and complex tax structures. Her leadership blends deep technical knowledge with a forward-thinking approach that prioritizes both growth and long-term client relationships. Forooz also serves on multiple advisory and nonprofit boards, bringing both professional insight and community focus to her role.
Curtis Morrison, CPA, CGMA, CCA
Partner & Chief Operating Officer
Curtis serves as COO of ClearPoint CPAs, overseeing firm operations and ensuring the highest standards in audit and assurance services. With over 30 years in public accounting, including executive-level experience in quality control and SOX 404 compliance, Curtis is a recognized expert in large-scale audits and financial reporting. He brings a proactive, solutions-driven mindset to every engagement, helping clients maintain strong internal controls and regulatory compliance. Curtis is known for his collaborative leadership style and commitment to excellence.
Richard Keller, CPA, MAcc
Partner & Chief Financial Officer
As CFO and Tax Partner, Richard brings over two decades of experience guiding clients in construction, manufacturing, real estate, and financial services through complex tax planning and compliance. His financial leadership helps drive strategic decision-making for the firm while also delivering high-value, personalized service to his clients. Richard’s ability to translate tax code into actionable advice makes him a go-to advisor, and his community involvement reflects his dedication beyond the office.
Brian Blanton, CPA
Partner
Brian is a Partner with nearly 30 years of experience in public accounting. He advises clients on corporate, individual, and partnership taxation with a strong focus on construction, real estate, and closely held businesses. His background includes New Market Tax Credits, business structuring, and strategic tax planning. Brian’s depth of experience and approachable style make him a valued partner to his clients and colleagues alike. He also serves on several professional and educational boards.
Tamara Greear, CPA, MSA
Partner
Tamara is a Partner with more than 25 years of experience in governmental and not-for-profit audits. She consults with over 100 public entities annually and brings deep knowledge of “Yellow Book” and single audits. Her expertise spans local governments, utilities, school systems, and community organizations. Known for her technical depth and client-focused approach, Tamara is a respected leader in public sector accounting and a consistent source of trusted advice and quality assurance.
Lohan Kotze, CPA, MBA
Partner
Lohan specializes in audit and assurance services across construction, manufacturing. not-for-profit, and closely held business. He plays a key leadership role in delivering high-quality, efficient service tailored to the needs of each client. Known for his client service orientated approach and personal commitment to client success, Lohan also brings valuable experience from financial leadership roles in healthcare. He actively serves on multiple industry boards and is passionate about supporting growth in the local business community.
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