Kathryn Bryan, Ph.D, CEPA, ChSNC® in

Kathryn Bryan, Ph.D, CEPA, ChSNC®

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Financial Planner at Skylight Financial Group
📍 Chagrin Falls, Ohio, United States

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. "

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Experience
14 Years
Current Role
Financial Planner
Location
Chagrin Falls, Ohio, United States
Personality Overview

How Kathryn shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Kathryn cares 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.
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Career

Work history

8-2011
Financial Planner
Skylight Financial Group
research associate
Cleveland Clinic
In the press

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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Education
2002 - 2006
PhD
Kent State University
1996 - 2000
B.S.
Baldwin Wallace University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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