Meet the Leadership
The path to growth isn't always a straight line, but it should always be clear. As a family-owned firm with faithful roots, we at Phazer Insight believe that the best way to navigate the complexities of business is to walk the trail together. We’ve combined our backgrounds in high-level oversight and executive leadership to ensure that your financial journey is anchored in stability, guided by precision, and driven by our core values.
The Phazer Insight Leadership
Elizabeth, CEO, CFO:
I believe every business owner deserves to feel confident, not overwhelmed, by their numbers. Guided by a strong commitment to integrity and our firm's faithful roots, I draw on over 16 years of experience managing complex financial structures in highly regulated environments. My passion is bridging the gap between traditional accounting and strategic planning. Combining a background in regulatory oversight with an MBA and an MS in Data Science, I use advanced analytics to translate your data into the 'Why' and 'What’s Next.' I’m here to bring big-picture structure to your business, ensuring you are not only compliant but positioned for a thriving, sustainable future.
Margaret, VP of Operations:
I’ve spent over 24 years in the executive seat, helping build and scale a utility consulting and electrical contracting firm from the ground up. I know exactly what it’s like to be in the trenches of a startup, to manage rapid growth, and to navigate the daily pressure of operational success. My background as a Vice President wasn't just about spreadsheets; it was about people, policies, and profitability. I bring that hands-on executive wisdom to Phazer Insight, providing practical, business-minded solutions that go far beyond traditional accounting. I’m here to be the operational anchor that ensures your business stays stable while it grows.
Our Mission
As a family-owned and operated firm, our mission is to deliver exceptional financial oversight, accounting, and strategic business advisory services. By blending deep financial expertise with advanced analytics and a foundation of unwavering integrity, we empower private enterprises to optimize their operations and scale with confidence.
Our Vision
To be the premier financial advisory partner for growing businesses, transforming complex data into clear, actionable pathways for sustainable growth, maximum corporate valuation, and faithful stewardship.
Our Values
At Phazer Insight, we treat your business like family. We are dedicated to your financial health and long-term success, combining executive experience with clear data to help your company grow and thrive. Our approach is built on trust, direct support, and a commitment to serving your needs above all else.
Integrity in Action: We protect your business with honest advice and a sincere focus on your best interests.
True Partnership: We join your team as a supportive ally, offering real guidance that goes well beyond the numbers.
Helpful Leadership: We care about your progress and guide you with kindness and expertise to help your business excel.
Clear Accuracy: We use reliable data and smart analysis to remove guesswork, giving you the clarity you need to move forward with confidence.