Partner With Valenta to Put Your Future Dreams Into Motion
We are a close-knit, multigenerational team dedicated to helping you navigate and prepare for your financial goals. With a Valenta advisor, you gain a sounding board, an empathetic ear, and an experienced professional to help plan for your family’s dreams and changes along the way. We are committed to helping you achieve successful financial outcomes and have confidence in your retirement savings strategies.
Established in 1998, Valenta Capital Management is a comprehensive financial services firm based in north Denver, Colorado. The company is led by Michael Valenta who has three decades of experience with corporate retirement plans and financial planning. Michael’s son, Colby, joined as vice president in 2012 and along with our team of professionals, continues our legacy of providing businesses and individuals with trusted financial guidance. Our advisors craft custom financial plans and provide tailored asset management for clients with accumulated assets of $250,000 or more.
Our 401(k) management department has over twenty years of experience establishing and servicing corporate retirement plans. We provide a holistic consulting approach to help plan sponsors reduce liability risk and optimize their 401(k) program. Our proactive service model allows us to help reduce fiduciary liability and improve retirement outcomes.
Here are a few of the folks working hard for your future
Michael J. Valenta
Michael J. Valenta
Michael J. Valenta is the founder of Valenta Capital Management. Mike has more than 28 years of experience in the retirement services industry and over this time, has been working with family business owners, professionals, and high-net-worth individuals. Mike brings valuable insight into optimizing and structuring retirement programs consistent with a broad cross section of corporate objectives. He also delivers high-quality wealth management and financial planning 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 has been with the firm since 2012 and focuses on developing holistic financial plans that address the unique needs and goals of each individual client. He also focuses on interacting and supporting clients that are participating in established retirement plans and brings them valuable insights by enhancing and supporting their financial goals.
Colby is married to his high school sweetheart, Chelsea, and have three sons, Abraham, Arthur, and Archie, and a Goldendoodle named Walter. Colby enjoys long runs with his wife, watching Chelsea F.C., and cheering on his beloved Colorado Buffaloes.
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 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.
Diane is dedicated to creating financial plans for her clients that best meet their needs and objectives. One of her goals is to make sure her clients are educated and understand their investments and reach their financial goals. She provides a variety of financial services including investment management, budget guidance, and legacy planning. She earned a bachelor’s degree from the University of Colorado, Boulder and a master’s degree from Regis University.
Diane and her husband, Mike, have been married for over thirty years. She has a daughter, Stephanie, who lives in Oregon and a son, Jon, who lives in Denver. She enjoys almost all sports and is an avid Rockies, Broncos, and Nuggets fan. Diane spends most weekends enjoying the outdoors with her husband and their collie, Ariele.
Nikki has over 15 years of experience in financial services. She provides leadership for our operations team and works closely with our advisors to direct, manage, and oversee business strategy for the firm, ensuring an exceptional experience for each and every client.
Nikki is married to Dan and has two kids in college. Outside of work, she loves to escape to the mountains to go camping and hiking, and will jump at the chance to travel just about anywhere in the world.
In his role as retirement planning strategist, Drew is responsible for servicing plan sponsors in the administration of their retirement plans on a day-to-day basis. He also assists 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.
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 regards to client trades and related financial issues. Lori focuses on providing excellent service to each 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.
Katelyn recently moved to Colorado from New Jersey. She brings with her five years of experience in the financial services industry. She has worked in operations and compliance within a broker-dealer. What Katelyn loves about her job is being able to connect with clients on a personal level. Outside of work, Katelyn enjoys exploring new places, enjoying street markets, and traveling with her husband.
Matt, in collaboration with our advisors, focuses on creating comprehensive financial strategies for clients. Using a “client-driven” approach, Matt seeks to understand what truly is important to the clients he works with in order to shape a tailored financial strategy to assist them in pursuing their goals and aspirations. He has earned a bachelor’s degree in financial planning and economics from Creighton University.
Outside of the office you can find Matt playing hockey at a local ice rink or on the golf course in the summer months. Originally, from Minnesota he enjoys the great outdoors and playing with his Corgi, Yoshi.
Michelle Sneller is an executive administrative assistant for our Fort Collins, Colorado office. Her focus is on processing documentation and servicing client needs. She strives to 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. Michelle loves motorcycles, horses, the outdoors, traveling, and music concerts, but also finds time for her indoor hobbies of painting and making jewelry.
Hannah Callan is an executive administrative assistant for our Fort Collins, Colorado office. In her role, 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.