Get to Know Us
Keith A. Barr, CFP®, CLU, ChFC
Keith has worked in the financial planning field since 1992. In 2000 he formed LifePlan Financial Advisory Group.
Keith is a graduate of Grand Valley State University. He received a Bachelor of Business Administration degree with a major in Accounting. Keith has earned the Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations.
Keith has had a number of teaching opportunities. He has taught seminars and has served as a retirement counselor for employees and executives of SBC Communications and Detroit Edison. He has taught retirement and financial planning classes as an adjunct professor for Macomb Community College and has taught classes specifically for Teachers and Administrators of the Macomb Intermediate School District and Pontiac School District.
Keith is married to Michelle and has four children. Keith enjoys spending quality time with his family and friends, as well as mountain and road biking.
Catherine Gearig, CFP®, MBA
Cathy is a financial advisor at LifePlan. Cathy received a Bachelor of Science degree from Michigan State University and a Masters in Business Administration from Oakland University.
Cathy has completed the Oakland University CFP®program and has earned the Certified Financial Planner™ (CFP®) designation. She joined LifePlan in 2003.
Cathy and her husband have two children. They are a very active family and enjoy biking, swimming and camping with their children.
Tim Atkinson, MS
Tim is a financial advisor at LifePlan. Tim has worked in the financial services industry since 1987. Prior to joining LifePlan, he spent 15 years of his career working at an Investment Advisory firm dedicated to serving semi-affluent clients and their families.
Tim is a graduate of Hope College where he earned a B.A. in Business Administration with a concentration in Economics. He also received a M.S. degree in Finance from Walsh College, graduating with honors. In addition, Tim completed The Advisor’s Course at the Center for Fiduciary Studies.
Tim’s caring personality and even-temperament enable him to effectively meet client expectations in providing well-reasoned solutions and a calming force during challenging market conditions.
Tim and his wife Jane are the proud parents of five children. Tim values spending time with his family, singing in the church choir, and is an avid runner who enjoys competing in long distance races.
Cheryl Kulin
Cheryl is a Customer Support Liaison and General Office Manager at LifePlan. In her role, Cheryl assists clients with incoming requests as well as providing support to the planners. She joined LifePlan in early 2011 after spending 20 plus years in office management in the legal and medical fields.
Cheryl and her husband have two children. She enjoys spending time with her family camping and boating.
Evelyn Trindade
Evelyn recently joined LifePlan as an Administrative Assistant. She brings over 30 years of customer service experience, primarily gained as a sales account manager in the automotive industry. Evelyn has an Associate Degree in Paralegal Studies.
When not in the office, Evelyn enjoys spending time with her family and friends, attending sports and music events, as well as traveling. She is also a certified Master Gardener devoting much time to flower and vegetable gardening.
We Use a Team Approach
At LifePlan, we believe very strongly that this industry requires a team approach. The information to absorb is massive. Certainly clients require quick response to their questions and problems. And only through a dedicated team can the information be absorbed, appropriate recommendations made, and prompt and efficient service given to you, the client.
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