Sentz Financial Services, LLC

Web Site: www.sentzfinancial.com
Location: Columbus, OH
Contact: Shawn Sentz
Phone:  614-718-5348

Email:  [email protected]

Sentz Financial Services

Main Office Located in Dublin, Ohio

Sentz Financial Services LLC was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and security to provide financial independence.

With over 50 years of experience in the industry, we are constantly increasing our knowledge base in order to stay current on the latest financial news for our clients. We work with attorneys and accountants to help you meet all angles of your financial goals. We present our information to you in an understandable manner and are always available for advice or information, any time and as often as you wish.

We encourage you to explore our site and learn more about the financial services we provide. Should you have any questions or would like more information on our firm, please feel free to email us at [email protected] or call us at (614)718-5348. We look forward to hearing from you.



Shawn SentzShawn Sentz has been providing investment advisory, insurance and benefit counseling, succession and estate planning services to medical professionals for over 35 years. With more than 2,500 physicians as clients, Shawn knows the unique financial circumstances that physicians face throughout their career and into retirement.

Sentz Financial ensures a lifetime relationship with clients by offering them the unique services that they need through each stage in their life. With this approach Sentz Financial has become a business physicians trust and rely upon for their financial well-being.

Financial Planning and Investment Advisory services are offered through Park Avenue Securities, a registered investment advisor.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 5550 Blazer Parkway, Suite 125, Dublin, OH 43017. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor, 614-718-5348. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Sentz Financial Services LLC is not an affiliate or subsidiary of PAS or Guardian.

PAS is a member FINRA, SIPC.




Angie MallyAngie Mally is a Partner at Sentz Financial Services.  With over 15 years of experience as a Certified Financial Planner, she specializes in investment and financial planning.  Through the financial planning process she assists her clients in developing prudent strategies for their financial goals.  Angie prepares plans that address college education, asset allocation, insurance, retirement, asset protection and estate planning.  Angie’s experience, integrity, and commitment to work in her clients’ best interest are the foundation of her practice.  Her clients include individuals, small businesses and large corporations.

Angie attended The Ohio State University where she received a Bachelor of Science in Family Financial Management in 1998.  Angie earned the Certified Financial Planner® (CFP®) and Chartered Life Underwriter (CLU) designations in 2001 and 2002 respectively.  

Angie resides in Upper Arlington with her husband Brian and children Colin and Brooke.

Financial Planning and Investment Advisory services are offered through Park Avenue Securities, a registered investment advisor.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 4700 Dressler Road N.W., Canton, OH  44718. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor, 614-718-5348. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Sentz Financial Services LLC is not an affiliate or subsidiary of PAS or Guardian.

PAS is a member FINRA, SIPC.




Dan LehmannDan Lehmann is an associate with Sentz Financial Services. He has been in the financial services industry for over 5 years. Dan specializes in helping clients build and understand their personal insurance and investment portfolios as they progress through their working life and into retirement. He began his career with Stifel Nicholas and Company Inc. where he specialized in working with community bank equities and their officers and directors. He is developing a practice that focuses on financial balance and risk management.

Dan serves of the board of Christine's Christmas which is an annual concert that benefits The Christine Wilson Burn Center at Nationwide Children's Hospital. Dan attended Indiana University where he received a Bachelor of Science in Business Process Management and International Business in 2002.

Dan lives in Grandview with his wife Kelly and son George. He enjoys tennis, golf, and spending time in and around the water.

Financial Planning and Investment Advisory services are offered through Park Avenue Securities, a registered investment advisor.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 5550 Blazer Parkway, Suite 125, Dublin, OH 43017. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor, 614-718-5348. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Sentz Financial Services LLC is not an affiliate or subsidiary of PAS or Guardian.

PAS is a member FINRA, SIPC.