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
Meet Our Team
Michael J. Valenta
PresidentMichael 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.
- Email Mike
- Phone: 303-951-5975
Colby J. Valenta
Vice PresidentColby 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.
- Email Colby
- Phone: 303-951-5976
Financial AdvisorJonathan 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.
- Email Jonathan
- Phone: 970-372-0541
Drew M. Albers
Retirement Plan SpecialistDrew 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.
- Email Drew
- Phone: 303-951-5972
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.
- Email Diana
- Phone: (303) 500-3156
Lori G. Sittner
Director of Client ServicesLori 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.
- Email Lori
- Phone: 303-951-5977
Executive Administrative AssistantHannah Callan 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.
- Email Hannah
- Phone: 970-372-0541
Sarah Hobbs is our dynamic, resourceful and energetic Executive Assistant who is comfortable with being the go-to person for anything related to the seamless running of an office. Her experience spans over 15 years as an Executive Assistant in the Financial, Oil and Gas, and Construction industries. There is never a task too small or too big for Sarah. With a keen eye to detail and a meticulous work ethic, she is devoted to making our clients happy.
She grew up in Evergreen Colorado but has traveled the world. She graduated from the American British Academy in Muscat Oman and went to University of Colorado at Denver. She is dedicated to helping animals and enjoys spending time with her two Nephews who keep her on her feet!
- Email Sarah
- Phone: 720-505-2431
Michelle Sneller is the Service Assistant for our Northern (Fort Collins) Colorado office. Her focus is on processing documentation and servicing client needs. She strives make sure each client is cared for in a friendly and efficient manner.
Michelle is a native of Colorado, growing up on the eastern plains. She has a daughter and a son, Shantel and Dylan, and a stepson, Caden. Her husband, RJ, is a Construction Superintendent. She loves motorcycles, horses, the outdoors, traveling and music concerts, but also finds time for her indoor hobbies of painting and making jewelry.
- Email Michelle
- Phone: 970-372-0541
Melissa A. Dalla
Attorney at Law, Dalla Hammond, P.C.
Melissa, a Colorado native and founding member of the firm Dalla Hammond, P.C., has more than 24 years of experience advising clients in the area of trusts and estates, and handling probate administration. Her practice is focused almost exclusively on estate planning and administration, so she is able to offer clients state-of-the-art planning strategies keeping up with industry trends.
Her clients include a broad range of people – traditional and non-traditional families, blended families, and people of all ages, young and old. Through the relationships Melissa builds with her clients, she helps them understand what happens to assets during disability and at death so that they can address their concerns and priorities, and implement a clear, concise plan they can pass along to their loved ones and survivors.
Melissa enjoys spending time with her family which includes her husband Chris Hammond, her three amazing children, and their sweet dog Mulligan. Her favorite past times include golfing, cooking, and running.
- Email Melissa
- Phone: 720-408-1600 ext 101