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The Kautz Financial Team
Kautz Financial believes in fostering a team environment.  Dan and his associates work closely to ensure each client receives exceptional customer service.
Daniel A. Kautz
Financial Advisor
Daniel A. Kautz is a Registered Investment Advisor with over 15 years of investment experience. Building and maintaining client relationships is Dan's top priority.   

Due to personal life experience, Dan focuses a portion of his practice on funding and managing Supplemental Needs Trusts and works closely with others in the field.

In his free time Dan and his wife Mary Lynne enjoy traveling.  Dan is a graduate of Buffalo State College with a Bachelor of Science degree in International Economics and Finance.  

 (716) 276-8480 

Katie Sivic
Katie joined the Kautz Financial Team this June. Katie earned a Bachelor of Science in Business Administration Accounting from John Carroll University and MBA from St. Bonaventure University.

Katie comes to us from a well known regional accounting firm, where she was a manager for several years.

She has over 11 years of experience in preparing individual, corporate, trust and non-for-profit tax returns.

Phone: (716) 276-8480 

Dawn Burnett
Dawn Burnett  is currently serving as the receptionist at Kautz Financial.  She has a strong customer service background and a Bachelors Degree in Business Administration from Medaille College.

Dawn supports the entire office and assists on multiple projects. 

Outside of the office she is kept busy by her two young grandchildren.

Phone: (716) 276-8480

"Teamwork divides the tasks and multiplies the success."

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 Daniel Kautz, Registered Representative offering securities through American Portfolios Financial Services, Inc. Member FINRA/SIPC Investment advisory services offered through American Portfolios Advisors, Inc. an SEC Registered Investment Advisor. Kautz Financial is not affiliated with APFS and APAI.

This communication is strictly intended for individuals residing in the state(s) of FL, MI and NY. No offers may be made or accepted from any resident outside the specific states referenced.

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