Broker Check
Kathryn Bryan, PhD, CEPA, ChSNC®

Kathryn Bryan, PhD, CEPA, ChSNC®

Financial Planner

Kbryan@financialguide.com

Kathryn Bryan, Ph.D., a native of Medina, Ohio, graduated with a B.S. in psychology from Baldwin Wallace University in 2000 and went on to receive her M.A. and Ph.D. from Kent State University in behavioral neuroscience. After spending several years as a postdoctoral research fellow at the Cleveland Clinic, Case Western Reserve University and the Cleveland VA Medical Center, Katy decided to make a career change to financial planning in October of 2011. Katy uses her psychology, behavioral neuroscience, and financial expertise to provide customized financial planning services based on the client’s needs, goals, and how they think about money. Over the years Katy has worked with a diverse client population and has a vast knowledge of different planning groups, such as general financial planning for families, families with special needs, businesses in transition, physicians, engineers, research associates, and families and businesses in the LGBTQ community.

She has been a recipient of Skylight Financial Group’s Rising Leader Award (2011, 2012, and 2019) and is very active in the community and has served or is currently serving on the Benjamin Rose Institute on Aging, Welcome House, St. Luke’s Foundation, Connecting for Kids’s and the Solon Community Living Advisory boards. She has also served on the Medina Creative Housing, the Renee Jones Empowerment Center, A Place for Us, Plexus LGBTQ chamber of commerce, the Flora Mather Case Western Reserve University Women’s Center, and the Orange Foundation boards. Kathryn is a founding member of the Benjamin Rose Institute on Aging Young Professional council, founded in 2020. In 2016, she was recognized by Crain’s Cleveland Business as “Forty Under 40” Honoree and was nominated to be a Cleveland Leadership Accelerate contestant in 2021 to pitch her idea for a special needs housing website. Katy is married to Mark, and they have two wonderful children.

*Recognized by Skylight Financial Group, a general agency of Massachusetts Mutual Life Insurance Company (MassMutual) based on prior calendar year production, overall revenue growth, and mentorship. Recipients are investment advisor representatives of MML Investors Services, LLC., a MassMutual Subsidiary.

Kathryn Bryan is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.sipc.org). OSJ: 1956 Carter Road, Suite 200, Cleveland, OH 44113 (216) 621-5680. CA Insurance License Number 4175736

CRN202708-6955638