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
IAR Investment Advisor Representative with American Portfolios Advisors, Inc.
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
Candice joined Kautz Financial in October 2018. Candice graduated with Bachelor of Science in Accounting from Syracuse University. She comes with over five years’ experience in individual, trust, non-for-profit and business taxation.
Candice is an internationally collected abstract artist. In her free time she enjoys reading, spending time with her family and scuba diving.
Shieke A. Sharpe
Shieke Sharpe joined Kautz Financial in June 2019.
Shieke is a Certified Public Accountant (CPA) in the state of New York. Shieke worked at Ernst & Young both in the Audit and Tax services where she audited public and private financial statements for public and private companies and prepared tax returns for high net worth individuals. Shieke also worked at Seneca Gaming Corporation as a senior financial accountant.
Shieke earned her Master’s degree in Forensic Accounting at Canisius College, Buffalo, NY and her Bachelor’s degree in Accounting at Monroe College, New Rochelle, NY.
Shieke is the Director of Future Bright Foundation, Inc. She enjoys spending time with her family and traveling back home to Jamaica.
Theresea M. Simmons
Registered Operations Assistant
Theresa joined Kautz Financial in July 2019. She studied Accounting & Commerce/Finance at Niagara County Community College and Niagara University. She has 8 years of experience in the Financial Planning Industry and holds a Series 6 license.
In her free time Theresa enjoys traveling, running, and spending time with friends and family.