Kathryn Bryan, Ph.D, CEPA, ChSNC®

Examiner
DISC Type : cs

Financial Planner at Skylight Financial Group

Chagrin Falls, Ohio, United States

Overview

Kathryn is a Financial Planner at Skylight Financial Group who holds a Ph. D. in behavioral neuroscience from Kent State University. She specializes in financial planning for families with special needs, leveraging her advanced Chartered Special Needs Consultant® (ChSNC®) designation. Her background includes postdoctoral research at the Cleveland Clinic.

Outside of work, Kathryn is deeply involved in her community, serving on executive boards for organizations like the Benjamin Rose Institute on Aging and Connecting for Kids. She co-hosts the "Bourbon Bottles and Mind Boggles" podcast and actively supports fundraising for causes such as providing clean water.

After 12 years in biomedical research, she transitioned her analytical skills from the lab to financial planning, a unique career change that led to her being named in Crains "40 Under 40. "

Personality Overview

Process Oriented

Late Adopter

Overcautious

Being observant comes to them naturally.  They do not like taking risks at all and go for proven options in the end. The only way to convince them is by showing them examples and ample proof.

Topics They Care About

Special Needs Planning
Holds the ChSNC® designation and frequently speaks on the topic, including as a guest on "The Autism Dad" podcast to discuss financial security for families with disabilities.
Community Leadership
Actively serves on multiple executive boards, including the Benjamin Rose Institute on Aging, and founded its Young Professional council in 2020.
Supporting Causes
Demonstrates a passion for philanthropy by helping organize and promote fundraisers for initiatives like providing clean water to countries in need.

Media Appearances

Live On Lakeside – Katy Bryan, Skylight Financial Group. Featured in Facebook

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Meet Katy Bryan – Member of Skylight's LGBTQ Resource Team. Featured in Skylight Financial Group

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Kathryn Bryan, Ph.D., CEPA, ChSNC® – Team Profile. Featured in Skylight Financial Group

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Work History

8-2011
Financial Planner at Skylight Financial Group
research associate at Cleveland Clinic

Education

2002 - 2006
PhD from Kent State University
1996 - 2000
B.S. from Baldwin Wallace University

More Information

Social Presence :

Prographics :

Exp : 14 Location : Chagrin Falls, Ohio, United States Job Level : N/A Designation : Financial Planner at Skylight Financial Group
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Insights For Selling To Kathryn

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Be firm in your communication and stay in control
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Don't push them too hard to make fast decisions, give them time
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kathryn is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Kathryn

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Kathryn move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Kathryn take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Kathryn

Personality Compatibility


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