Aidan Shaffer is a financial advisor with Key Investment Services LLC, holding a Series 66 designation and beginning his industry career in 2026. His prior experience includes roles at KeyBank, Park Avenue Securities, Guardian Life Insurance Company, Trent Landscaping, and West Hartford Leisure Services. Key Investment Services LLC serves a broad client base, including individuals, trusts, estates, small businesses, and corporate clients, offering wrap-fee advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed investment choices with professional recommendations and oversight, and operates within the KeyCorp group alongside affiliated banking and capital markets entities.

Michele Spruell is a financial advisor with Key Investment Services LLC in Storrs, CT. She holds Series 63 and Series 66 designations and has 11 years of industry experience. Her work history includes multiple roles at Key Investment Services LLC and Key Bank dating back to 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and separately managed accounts. The firm emphasizes client-directed model selection and provides ongoing oversight while offering access to third-party discretionary managers.

Lisa Irwin is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 licenses and 14 years of industry experience. She has been with Key Investment Services since 2016. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, including wrap-fee programs, model portfolios, separately managed accounts, and brokerage and insurance products. The firm emphasizes client-directed investment decisions supported by financial professional recommendations and collaborates closely with affiliated entities within the KeyCorp group.