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 three 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.

Colleen Boggess

Colleen is our Client Service Manager. She holds her securities license and has been working in the financial planning and investment field since 1995. She is a graduate of Central Michigan University. Her job is to handle all client service requests. She is also responsible for scheduling appointments, and sometimes relaying information between the advisors and their clients.

Colleen and her husband have two children. They enjoy boating and snowmobiling.

Stephen Wyzgowski

Stephen is our Financial Planning Administrator and the newest member of the LifePlan team. Stephen joined LifePlan in September of 2007 and is responsible for all the administrative facets of LifePlan. Stephen is a 2007 graduate of Oakland University with a BA in Communication. He holds his Life and P&C Insurance licenses.

Stephen is an avid golfer and enjoys coaching and refereeing hockey. Much of his spare time is spent with his family, where he is the sixth of nine children.

Michelle Barr

Michelle is responsible for the bookkeeping and other office projects at LifePlan. In addition to spending time with Keith and their children, Michelle is an avid “scrap-booker” and also spends time as a volunteer for Beaumont Hospital.

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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