Our team

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

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 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.

Christopher Balisteri

IRS Licensed Enrolled Agent

Christopher Balisteri is a licensed IRS Enrolled Agent with over 20 years of experience within accounting, auditing and financial management systems.

Prior to joining Dak- Tax, Chris owned a tax planning firm with expertise in personal income tax, small business tax and financial planning and military income. Chris knows the importance of building client relationships and is dedicated to providing superior customer service.

When not in the accounting world, Chris enjoys spending time with his family and volunteering for Habit for Humanity.

Christen Keller

Administrative Assistant

Christen Keller joins Kautz/Buckley Independent Wealth Management as an Administrative Assistant. She graduated from the University at Buffalo with a degree in Business Management and a minor in Marketing. Christen has over 9 years in the Financial Industry and 20 years in Customer Service.

Christen recently moved back home to WNY to be closer to family, after having relocated to Albany after college. In her spare time, she enjoys working out, drawing and painting, as well as binging true crime documentaries and podcasts.

Michael Bertleff

Staff Accountant

Michael Bertleff is a graduate of Niagara University, majoring in Accounting. During his time at Niagara, he became treasurer of the schools Marketing Association and participated in the Volunteer Income Tax Assistance program, helping the less fortunate file their taxes in hopes to give them as big of a return as possible. This was the first taste of tax preparation work, and he knew this is where he belonged.

After graduation, Michael worked at a local CPA firm and now brings his talents and expertise to DAK-Tax. Outside of the office, you will normally find him at musical events of any kind whether local or international.

Music has always been a second passion of Michaels and he is looking forward to the day where we can experience such fun again!

Cindy Dong

Senior Staff Accountant, Enrolled Agent

Cindy Dong is Licensed IRS Enrolled Agent since 2017. She graduated from the University at Buffalo, majoring in Accounting & Finance. She has over 15 years of experiences in personal income tax, small business tax & rental real estate, with customer service always being her #1 priority.

She is bilingual and is fluent in Mandarin Chinese & Fugianese.

In her spare time, she enjoys reading, traveling & spending time w. friends & family.