Our 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

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
Email: dkautz@americanportfolios.com

Katie Sivic

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
Email: ksivic@daktax.com

Iman Dualeh
Planning Assistant

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

Email: idualeh@americanportfolios.com


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




Candice Pack

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.

Phone: 716-276-8480

Email: cpack@daktax.com