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.
Client Service/Marketing Associate
Antonia, a buffalo native, joined Kautz Financial in January 2018 as our Client Service/ Marketing Associate. In her role, she is the first point of contact for all Kautz Financial clients; managing all marketing communications efforts of the business including our social media, client events, and prospect outreach.
Antonia graduated from the State University of New York at Fredonia with a bachelor’s in business management and public relations. In her free time she enjoys reading, blogging, and tutoring.
Phone: 716-276-8480 x100
Gabriella M Gamble
Financial Professional Assistant
With a background in the banking industry Gabriella has a unique set of skills as our Financial Professional Assistant. Promoted last year, she is responsible for the business operations and for managing client relationships. Gabriella is currently pursuing her degree in Business Administration. In her free time, she enjoys lifting weights and spending time with her friends and family.
Phone: 716-276-8480 x102
Kelly L Willson
Kelly L Willson is a Registered Assistant with over twenty years’ experience in the financial services industry. She joined the firm in January 2018 to help Dan build financial plans, assist with our wealth health website, and to provide exceptional client service. She enjoys getting to personally know our clients and helping them understand their financial wealth, goals and desires.
Kelly graduated from Canisius College with a BS degree in Management. In her free time she enjoys dining out, playing piano, and reading suspense novels.
Check the background of this Investment Professional at https://brokercheck.finra.org/
Phone: 716-276-8480 x105