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Meet Our Team



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Liz Alf

CFP®, Principal & Financial Planner

Liz Alf

Liz Alf

CFP®, Principal & Financial Planner


Prior to entering the financial services industry, Liz spent nine years teaching high-school science in various cities around the country. She loved the ability to form positive relationships with her students and to help them grow the key skills they would need for their life in college and beyond.

As she looked to transition out of the classroom, Liz wanted to be able to put these skills to use in her new career. Complementing her passion for helping others, Liz brings to Clerestory proven organizational, analytical and problem solving skills. She has found fulfillment in the opportunity to improve lives through financial education.

Liz earned a B.A. in Neuroscience and Behavior, summa cum laude, from Columbia University - Barnard College, where she was elected to Phi Beta Kappa. She decided to pursue her passion for the sciences and teaching others by joining Teach For America. She also earned a Masters of Teaching in Secondary Science at Pace University.

Liz completed the Financial Planning core course work through both DePaul University and Kaplan University. She then sat for and passed the CFP® Certification Examination in March 2017. She has now completed three years of experience and received her CFP® mark as of October 2018, which is the financial planning industry's most widely recognized professional designation.

Liz lives in St. Paul, MN with her husband Scott, sons Lucas and Peter, and their dog Jack. They enjoy taking advantage of all the Twin Cities has to offer- talking walks by the river, exploring fun places to eat and spending family time together.

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Joe Limond

CFP®, Associate Financial Planner

Joe Limond

Joe Limond

CFP®, Associate Financial Planner


Joe earned a B.A in Finance, with a focus on Financial Planning, from the University of Minnesota Duluth. Following his graduation from UMD, Joe moved to Washington DC to start his career in financial planning. While in DC, Joe learned the ins-and-outs of fee-only financial advice and further developed his analytical and problem-solving skills. He passed the Certified Financial Planning (CFP®) exam in 2016 and earned the CFP® designation in 2017. After an incredible three years, Joe left DC to travel the US and Asia before eventually settling back down in his home state of Minnesota.  He is proud to join Clerestory Advisors in 2022 and continue providing excellent, informative, and unbiased financial advice.

While Joe credits his college advisor with leading him towards the CFP Board Certified Financial Planning minor, his interest in the field began at a much earlier age as he watched his parents work out the family budget at the kitchen table. Joe believes understanding your finances allows you to approach life full of confidence, ready to take advantage of exciting opportunities and achieve your goals.  He is passionate about helping others understand and feel in control of their finances.

Joe recently moved to Minneapolis (near Eat Street) and has kept himself busy exploring nearby neighborhoods, lakes, and a plethora of restaurants. He is always happy to hear a recommendation for a great donut, rich cup of coffee, or delicious restaurant.

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Cindy Castle

Client Services Specialist

Cindy Castle

Cindy Castle

Client Services Specialist


Cindy started with Clerestory Advisors in 2020 as a client services specialist.

After graduating from Lake Forest College, she spent over twenty years’ in the financial services industry, primarily in marketing roles and held NASD professional licenses and life and health Insurance licenses. Cindy took time off working in the corporate world to raise a family and work in a small family business. Now she is happy to be working with the Clerestory Advisors team to help clients reach their financial goals.

Cindy and her husband Jim, live in Edina with their two cats, Max and McCabe, and their fun loving golden retriever, Lily. Outside of work, Cindy enjoys traveling, sailing and spending time with the family at the lake.