PROFESSIONAL PROFILE

Tami Aloisa is a Wealth Management Advisor with over 12 years of experience in the financial services industry.

Tami has extensive portfolio management experience, with an expertise in managed money strategies. Tami specializes in investment management, retirement planning, and estate and wealth transfer planning. Drawing on her experience and Merrill Lynch's global resources, Tami develops personalized, strategic solutions that address the complex needs of wealthy individuals. She strives to provide the highest level of service possible to her select group of clients as she endeavors to achieve specific financial objectives with the least amount of risk.

Tami achieved the distinction of becoming a Certified Financial Planner™, a designation awarded by the Certified Financial Planner Board of Standards, Inc. The certification process focuses on the key concepts essential to developing a comprehensive financial plan. She has also earned the recognition of being a Certified Investment Management Analyst. This program's focus is on the quality of consulting and the effectiveness of consultants in the managed money arena, specifically asset allocation, ethics, risk and performance measurement, investment objectives, and due diligence.

These professional designations provide Tami with a wealth of knowledge that allows her to help her clients optimize

and integrate all the pieces of their financial life.

Cynthia "Cyndy" Sampson brings a wealth of experience and knowledge to The Aloisa Group as a Client Associate. She has been with Merrill Lynch for over 27 years and has extensive experience on the operational side of the financial services industry. She is a graduate from the University of Virginia with a Bachelor of Arts degree in Sociology and a Minor in Economics.

Cyndy has exceptional customer service skills that allow her to address all client needs. Her responsibilities are to supply support in all areas of administration and resolve service issues. Furthermore, Cyndy goes above and beyond these duties and acts as an advocate for our clients.

Cyndy lives in Virginia Beach, Virginia with her husband, Michael, and her two children, Michael Jr. and Chrystine.