Get to Know Us
Keith A. Barr, CFP®, CLU, ChFC
Keith is the Founder and Chief Compliance Officer of LifePlan Financial Advisory Group, LLC, a firm he began in 2000. He leads our Investment Committee, contributing to strategic and tactical asset allocation decisions and steering the group’s alternative investment research.
For more than 20 years Keith has been dedicated to helping clients and their families achieve their financial goals through sound financial planning and investment management solutions.
Keith is a graduate of Grand Valley State University, where he received a Bachelor of Business Administration degree in Accounting. Keith has earned the Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations.
Keith and his wife Michelle live in Metamora with their four children.
Catherine Gearig, CFP®, MBA
Cathy is a Financial Advisor at LifePlan. She is a member of LifePlan’s Investment Committee, contributing to asset allocation decisions and steering the group’s fixed income research.
Cathy joined LifePlan in 2003 and works with individuals and families to develop and implement sound financial planning and investment solutions.
She is an active member of the Financial Planning Association of Michigan (FPA) where she currently serves on the education committee.
Cathy received a Bachelor of Science degree from Michigan State University and a Masters in Business Administration from Oakland University. She completed the Oakland University CFP® program and has earned the Certified Financial Planner™ (CFP®) designation.
Cathy and her husband Lee live in Troy with their two children.
Tim Atkinson, MSF
Tim is a Financial Advisor at LifePlan. He is also a member of the Investment Committee, where he is responsible for investment research and strategy development for equities.
He has worked in the financial services industry since 1987. Prior to joining LifePlan, Tim spent 15 years as an advisor and compliance officer for a local Registered Investment Advisory firm.
Tim is a graduate of Hope College where he earned a Bachelor of Business Administration degree with an Economics concentration. He also received a Master of Science degree in Finance from Walsh College, graduating with honors. In addition, Tim completed The Advisor’s Course at the Center for Fiduciary Studies.
Tim and his wife Jane live in Rochester Hills with their five children.
Cheryl Kulin
Cheryl is a Client Support Liaison and General Office Manager at LifePlan. In her role, Cheryl assists clients with incoming requests as well as providing support to the Advisors.
She joined LifePlan in early 2011 after spending 20 plus years in office management in the legal and medical fields.
When you call LifePlan, you are likely to be welcomed by Cheryl whose dedication to getting you answers is top of mind.
Evelyn Trindade
Evelyn is an Administrative Assistant at LifePlan. She assists each Advisor in a variety of ways in helping deliver the best experience to our clients.
She brings over 30 years of experience, primarily gained as a sales account manager in the automotive industry. Evelyn has an Associate Degree in Paralegal Studies.
We Use a Team Approach
At LifePlan, we believe very strongly that this industry requires a team approach. The amount of information to absorb is massive. Certainly clients require a 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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