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Family legacy specialists

Our team works closely with families to plan the legacy they wish to leave their loved ones, including their values, stories, and traditions. This foundation complements the financial planning process to ensure an integrated approach to family wealth planning.

Talli Sperry

Talli Sperry

Talli is the head of the family office segment and Vanguard Family Legacy Services. She and her teams focus on ensuring Vanguard families have the best chance for multigenerational investment success.

Talli has managed the Flagship client relationship teams since 2012 and began her Vanguard career in 2008, developing executive leadership programs.

Before joining Vanguard, Talli had a decade-long career in academia. She still teaches a graduate course in leadership and serves on various local and international nonprofit boards.

Talli earned a bachelor's degree in fine arts from the University of the Arts, an M.A. from Villanova University, and a graduate certificate in counseling from Westminster. She holds the Series 7, 24, and 63 licenses.

Heather Winslow-Walker

Heather Winslow-Walker

Before joining Flagship Services® in 2014, Heather spent the majority of her 19 years at Vanguard in Human Resources. She has an extensive education background that enables her to design educational programs and to facilitate group dynamics. Heather's other specialties include leadership development, talent management, engagement, change management, and employee relations. In addition, she's a certified professional coach who teaches individuals mindset awareness as a mechanism to realize their full potential.

Heather earned a bachelor's degree in psychology from The University of Pittsburgh. She holds two master's degrees, an M.B.A. and M.Ed., both from The Pennsylvania State University. She received her professional coaching certification from the Institute for Professional Excellence in Coaching and her Heritage Design Professional certification through The Heritage Institute, which offers professional development courses for educators.

Elyse Manto, CFP®

Elyse Manto, CFP®

Elyse has broad experience in relationship management, wealth management, and investments. In the 3 years preceding her current role, she worked with Flagship families as a relationship consultant and client service specialist. Before joining Flagship Services in 2015, Elyse spent more than 2 years in Retail Operations, primarily dedicated to developing and facilitating the FINRA Licensing Program for department employees.

Elyse earned a bachelor's degree in political science from The University of Pittsburgh. She's a Certified Financial Planner professional and is currently completing her Heritage Design Professional certification through The Heritage Institute.

Ashley Parriott, CFP®

Ashley Parriott, CFP®

Ashley has broad experience in relationship management, wealth management, institutional plan services, and investments. In the 8 years preceding her current role, she worked with Flagship families as a relationship consultant. Before joining Flagship Services in 2010, Ashley spent 6 years in Institutional Retirement Plan Services, serving our full-service retirement plan sponsors. Before that, she spent 2 years in Vanguard's leadership development program, where she rotated through 8 business units, learning the breadth and reach of Vanguard.

Ashley earned a bachelor's degree in finance from The University of Arizona. She's a Certified Financial Planner professional and is currently completing her Heritage Design Professional certification through The Heritage Institute.


Get more from Vanguard

  • ✓ Custom financial plan
  • ✓ Ongoing portfolio management
  • ✓ Investment coaching
  • ✓ Real-time goal tracking
  • ✓ All at a low cost