About Us

Valenta Capital Management is an independent financial services firm with two offices in Denver (Northglenn and Littleton) and an office in Fort Collins, Co.  We define our role as advocates on behalf of businesses and families who require highly specialized financial and advisory services.

Our client relationships are built upon trust and confidentiality. Reliability, knowledge, empathy, and responsiveness are the four elements which inspire all that we do. We have a strong desire to earn the client’s trust through competent and informed caring.

We ensure that the financial and tax planning solutions we provide are based upon extensive market research, financial insight and comprehensive planning with independence and integrity. With our technological links to the global market and a network of financial talent and experience, we have the resources and scope to offer our clients a variety of solutions.

We are committed to providing personalized service to help our clients realize their goals and to pass on the fruits of their success to those they love.

Meet Our Team

Michael J. Valenta

Michael J. Valenta

President

Michael J. Valenta is founder of Valenta Capital Management. Mike has more than 28 years of experience in the corporate retirement services industry and over this time has been working with Family Business Owners, Professionals and High Net Worth Individuals. With this experience, Mike brings valuable insight into optimizing and structuring retirement programs consistent with a broad cross section of corporate objectives as well as delivering high quality wealth management to his individual clients.

Mike is married to his high school sweetheart, Paula and has four boys – Benjamin, Graham, Colby, and Max. Mike also enjoys hunting, fishing, and the occasional round of golf.

Colby J. Valenta

Colby J. Valenta

Vice President

Colby J. Valenta is the Vice President at Valenta Capital Management. Colby specializes in interacting and supporting clients that are participating in established retirement plans and brings them valuable insights into enhancing and supporting their financial goals. Colby also devotes his time to helping his clients develop strategies for retirement and passing assets to their heirs in a tax efficient manner.

Colby is married to his high school sweetheart, Chelsea, whom together have one son, Abraham, and a Goldendoodle named Walter. Colby enjoys running half marathons, watching Chelsea FC, and cheering on his beloved Colorado Buffaloes.

Jonathan Neher

Jonathan Neher

Financial Advisor

Jonathan Neher is a Financial Advisor at Valenta Capital Management. Jonathan has almost 20 years of experience and is skilled in helping his retiree and pre-retiree clients efficiently plan their financial future. Believing that each case is unique, Jonathan listens carefully to understand the financial goals of every client, shunning any “cookie-cutter” approach.

Jonathan has been married to his wife, Phyllis, for 15 years and the they have two beautiful children together, Darci and Tristan. In his spare time, Jonathan enjoys playing basketball, skiing, woodworking, and taking his Golden Retriever, Maximus, on walks.

Drew M. Albers

Drew M. Albers

Retirement Plan Specialist

Drew M. Albers is the Retirement Plan Specialist at Valenta Capital Management. In his role as Retirement Plan Specialist, Drew will be responsible for servicing plan sponsors in the administration of their retirement plans on a day-to-day basis. He will also assist plan participants with questions they may have regarding their retirement plan accounts.

Outside of work you can find Drew in the mountains – he is an avid skier in the winter, and enjoys hiking in the summer. He enjoys watching the Minnesota Timberwolves and cheering on the Kansas Jayhawks.

 

Curtis W. Diaz, CFP®

Curtis W. Diaz, CFP®

Director of Financial Planning

Curtis W. Diaz is the Director of Financial Planning at Valenta Capital Management.  He is a graduate of the University of Florida, with several years of experience serving High Net Worth clients and developing custom financial plans.  His focus is to help clients optimize their savings, reduce taxes and allocate their assets efficiently so that they may achieve their financial goals and enjoy their ideal retirement.

Curtis and his fiancée Caroline enjoy travelling, camping, fishing, skiing and everything else the great outdoors has to offer.  One of their lifetime goals is to visit all 60 US National Parks.

Diana Ives López, CFP®

Diana Ives López, CFP®

Certified Financial Planner™

Diana Ives López has been in the insurance and financial industries for 27 years. Her Certified Financial Planner™ designation expanded her insurance, investment, and retirement planning knowledge into the additional areas of employee benefits, income tax planning, and estate planning. After her many years of focusing on the education market, her practice has expanded and currently focuses on the advantages of asset management encompassing all aspects of a client’s portfolio and financial goals.

Diana and her husband Bill enjoy hiking, biking, golfing, geocaching, and traveling.

Lori G. Sittner

Lori G. Sittner

Director of Client Services

Lori G. Sittner is the Director of Client Services with Valenta Capital Management. Lori has 20 years of experience in the retirement services industry.  Lori facilitates client communications, acts as a client advocate, and processes client documentation.  She interacts with mutual fund sponsors, broker-dealers, and investment banks with regard to client trades and related financial issues.  Lori specializes in providing excellent service to each and every client and their individual needs.

Lori has two daughters, Amanda and Chelsea, and two grandchildren, Dylan and Matix.  Outside of the workplace, Lori enjoys hunting, fishing, and spending time with her family.

Hannah Shields

Hannah Shields

Executive Administrative Assistant

Hannah Shields is the Executive Administrative Assistant for our Northern Colorado office, located in Fort Collins. In her role as the Executive Administrative Assistant, Hannah facilitates client communications, acts as a client advocate, and processes client documentation. Hannah is a people person, and it is her goal to make sure that every client has an exceptional experience with Valenta Capital Management.

Hannah is a native of Colorado, and has lived in the state her entire life. When she is not working hard, she enjoys trips to various museums, traveling, playing sports, and cheering on the Denver Broncos.

Janelle Lind

Janelle Lind

Operations Manager

Janelle Lind has been a member of the Valenta Capital team for over 10 years and a successful operations manager for over a decade. Janelle is the operations expert making sure Valenta Capital Management’s own house is in order. She is a problem solver at heart, always looking for a win-win situation for clients and compliance.

Janelle is a Colorado girl, raised in Denver and a graduate of the Metropolitan State College of Denver. Her outgoing personality and industry expertise earn Janelle public speaking engagements at broker-dealer conferences, where she addresses the most talented and seasoned financial experts in the country. She currently holds Series 6 and 26 licenses.

Stacey Heaton

Stacey Heaton

Registered Principal

Stacey Heaton is a Registered Principal with Valenta Capital. With over 15 years of industry experience, her position as a back office compliance manager helps our office focus on our clients while she assists with compliance issues.

Stacey earned a BA in Economics from Colorado State University. She currently holds Series 7, 24, and 63 licenses. In her spare time, she enjoys hiking, golfing, skiing, and watching college football.