Liz started her career as a science teacher through Teach for America. After 9 years as a high school teacher, she was ready to put her classroom skills to use in a new context. At this same time, Tom Alf, the founder of Clerestory Advisors and Liz's father, was looking to bring on support for the growing practice. Liz began working with him in the summer of 2015, which was the start of her journey to become a CFP® and eventual owner of the firm.
As her education and experience grew, she was eager to expand her role at the firm and help set the vision for the future. Tom officially retired and sold the firm to Liz in July 2022, and she has loved the transition to business owner as well as continuing her work as a lead advisor to clients.
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- especially the food and outdoors!.
Credentials/Certifications:
CERTIFIED FINANCIAL PLANNER ®
Years of Experience:
11 years
Areas of Specialization:
- Retirement Planning
- Tax Planning
- Equity Compensation
- Charitable Planning
Links to any content I’ve authored not on the site:
I have not written any full articles published anywhere else. The platform Wealthtender has featured some responses from me if that’s of use here:
https://wealthtender.com/insights/investing/why-you-should-put-the-max-in-your-hsa-before-putting-more-in-your-401k/https://wealthtender.com/insights/financial-planning/flat-fee-financial-advisors/