Jason Tompkins is a financial advisor at Key Investment Services LLC with 20 years of industry experience. He holds a Series 66 designation and has been with Key Investment Services since 2011. Outside of his advisory role, Tompkins is involved in the buying and selling of trading cards. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through a variety of advisory programs, including wrap-fee programs, model portfolios, separately managed accounts, and unified managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring while providing access to third-party discretionary managers and maintaining supervisory oversight.

Cole Christianson is a financial advisor at Key Investment Services LLC in Yakima, WA, holding Series 66 and Series 63 licenses with four years of industry experience. He has been with Key Investment Services and its affiliated entities since 2022, and previously worked at KeyBank. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs and model portfolios. The firm emphasizes client direction in investment selection while providing ongoing monitoring and access to third-party discretionary managers.