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
Daniel A. Kautz is a Registered Investment Representative with investment experience since 1999. 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 studied at HESS Higher School of Economics Studies in Amsterdam Holland, as well as graduated from Buffalo State College with a Bachelor of Science degree in International Economics and Finance.
Phone: (716) 276-8480 x101
Katie joined the Kautz Financial Team in 2015. 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 x103
Iman started off at Kautz Financial in November 2015 as an Operations Analyst. Shortly after, she was promoted to Planning Assistant, helping Dan to build financial plans and clients with our wealth health website.
Iman graduated from University at Buffalo with a Bachelors of Arts in Economics and a minor in business. She spends her spare time reading and traveling.
Phone: 716-276-8480 x102