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
Email: dkautz@americanportfolios.com
Candice Pack
Accountant
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
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.
Phone: 716-276-8480
Email: Tsimmons@americanportfolios.com