Our Staff
Joseph P. Allo cca- Chief Executive Officer - Cell Phone - 505-920-3199. Call Joe for questions regarding your investment portfolio, asset allocation, insurance, financial and retirement planning, tax questions and pension consulting. Since 1964. Over the last 44 years Joe has helped thousands of individuals, businesses and families plan their financial future. Joe's specialty has been to save tax dollars for his clients and their families. Schedule a face-to-face meeting.
 John F. Brunett - President- Cell 505-795.8815. As a Certified Financial Planner John specializes in helping clients with their goals for retirement, college funding and estate planning. He has 14 years of experience in various financial planning strategies, including pension planning. His email address is: john@AlloccaBrunett.com
 Paula J. Allocca - Senior Pension Administrator - She received her Qualified Plan Administrator (QPA) designation from the American Society of Pension Actuaries and her Qualified Pension Adminstrator from the National Institute of Pension Administrators (APA). Since 1979, Paula handles all questions regarding Defined Contribution and Defined Benefit , trust accounting, new plan feasibility studies. Paula acts as a go-between pension administration clients and Pension Planning Consultants of Albuquerque, New Mexico. She answers, tax questions and retirement plan actuarial services. Email Paula: paula@newmexico.com
 Darrin M. Abby is the newest associate to join the Allocca & Brunett, Inc.,financial planning firm. Headquartered in Santa Fe, New Mexico, Darrin brings a broad background of sales and marketing experience, including 10 years in the Venture Capital Industry.
He is very happy to work for a company that puts the needs of its clients as its number one priority. At Allocca & Brunett, Inc., we help you plan for your financial future in a manner that best meets your needs by providing objective investment and financial advice. Our goal is to take the mystery out of investing, managing risk, preparing for retirement, and preserving wealth. By helping you acquire the information you need to pursue your financial objectives, we hope to establish a long and trusting relationship with you.
Darrin and his wife, Aimee, have been married for ten years and have a three year-old daughter, Emma. As a family they love to travel and take their two black labs for walks. They enjoy Santa Fe and all it has to offer. Darrin likes to fly fish, golf, and cycle. He serves on the Board of Directors for the Espanola Valley Humane Society and the Steering Committee of The Children’s School. He holds a Bachelors of Science degree from the University of Oregon
Yolanda R. Brunett - Investment Assistant, Call Yolanda for questions related to your investment accounts, checks, deposits, wire transfers, withdrawals, Required Minimum Distributions (RMD) and statements for both Schwab Institutional, Jackson National, Pacific Life, Ohio National, Allianz Life, General American, Met Life and WM Group of Funds. Email Yolanda at ybrunett@q.com
Linda Kampen  Investment Assistant - She handles most client related services, including insurance related questions, address and bank draft changes, beneficiary, withdrawals and ownership changes, policy loans, surrenders, current status reports, insurance proposals and new business. She will schedule para-medical exams and obtain attending physician statements for insurability consideration. Also sets appointments for the entire staff. We are proud to have this person part of our team. linda@alloccabrunett.com
Nidia B. Alderete - Investment Assistant - She assists with all security trades and customer orders. Nidia serves as our computer tech person. He also is in charge of all Curian Capital, LLC, Schwab Institutional Services, TD Ameritrade, our "Financial Minute" and other company downloads to our computer systems. Nidia is excellent at establishing our office systems. Email Nida: nidia@gmx.com
 Nancy P. Duncan Administrative Assistant-Her main job description includes Client Care, Insurance and annuity services. company receptionist and product delivery. Nancy comes to the firm from Naples, Florida with lots of experience in customer service. Email Nancy: nancyp@gmx.com
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