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 who are actively saving for retirement or are in retirement.
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.
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.
Margaret has over 15 years of experience in the financial services industry. She has her securities license and is here to answer any questions you may have and help to make sure that you feel well taken care of with all of your accounts. Margaret is an avid hiker and cyclist. In her free time, she also enjoys gardening and spending time with her dog Oliver.
Andi is all about getting to know our fabulous clients. She strives to make sure you feel known and cared for when working with us and she would love to hear anything about how to make your experience the best it can be when working with us. Andi also works hard to put on some fun events for our clients throughout the year.
When she is not at work, you can find Andi with her husband and two lovable dogs named Lola and Baloo. Andi is an animal lover and would love to hear about your own fur babies! She enjoys scuba diving, cooking, reading and happy hours with friends and family.
Brianna oversees the office’s schedules and looks forward to greeting you the next time you visit our office or join us for one of our events. As Office Manager, Brianna works with the marketing and financial planning teams to help create the best possible customer experience. Outside the office, Brianna loves hiking in the mountains with her dogs, travelling to new places, and, as a major foodie, finding new restaurants and bars to try. She would love to share her favorites with you too, just ask!
In his role as a paraplanner, Dillon strives to utilize the knowledge, insight, and experience of our team to build valuable and sustainable financial plans. He works hard to find opportunities and strategies that best serve our clients’ needs. Dillon enjoys stream fishing in Evergreen, sharing a meal with his folks on weekends, and always looks forward to spending time with his family!