Our team

Daniel Kautz

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.

Jeffrey Buckley

Jeffrey Buckley

Attorney at Law, Certified Financial Planner™

Jeffrey Buckley is an Attorney and a CERTIFIED FINANCIAL PLANNER®.

Jeff was admitted as an Attorney in New York in 1994 and focuses his legal practice primarily in the areas of Financial and Estate Planning, Business formation, counseling, retirement plan implementation and succession planning and Estate Administration.

Jeff earned the CERTIFIED FINANCIAL PLANNER® certification in 2010.  He is an Investment Adviser Representative and Registered Representative with American Portfolios Financial Services, Inc. and holds FINRA Series 4, 6, 7, 24, 31, 51, 53 and 63 licenses.

A native of Ohio, Jeff earned a Bachelor of Arts degree from Miami University and a Juris Doctor degree from Ohio Northern University.

Jeff is a member of the New York State Bar Association’s Trusts and Estates and Elder Law Sections and a member of the Erie County Bar Association’s Surrogate’s Court and Elder Law Committees.

Jeff is an active member and Past President of the Western New York Chapter of the Financial Planning Association and currently serves on the Planning Board for the Town of Clarence and as a member of the Board of Directors of the Clarence Senior Center.  In addition, Jeff is an active member of the Clarence Rotary Club and serves as a Board member.

Jeff has previously served as Vice President of the Amherst Senior Citizen’s Foundation and as a Board Member of both the Amherst and Clarence Chambers of Commerce.

Jeff lives with his wife and four children in Clarence and has served as a coach with the Clarence Soccer Club and the Amherst Youth Hockey organization.

Theresa Simmons

Theresa M. Simmons

Registered Operations Assistant

Theresa joined Kautz/Buckley Independent Wealth Management in July 2019. She studied Accounting & Commerce/Finance at Niagara County Community College and Niagara University. She has been in the Financial Planning Industry since 2011 and holds a Series 6 license.

In her free time, Theresa enjoys traveling, running, and spending time with friends and family.