About our office

The Sarasota team supports the wealth goals of individuals and families. We work with a wide range of clients, with varying life experiences and backgrounds. Our office has deep expertise in working with Business owners, Executives and Retirees; however, we’re able to advise regarding many unique needs or situations. We’re committed to helping you work toward the life and legacy you envision and deserve.

Meet our Private Wealth Management team

headshot of Susan Brennan

Susan Brennan

Private Wealth Advisor 941-392-3031

headshot of John Kushman

John Kushman

Private Wealth Advisor 513-543-1185

headshot of Kent Lane

Kent Lane

Private Wealth Advisor 941-302-2387

headshot of Aaron Servais

Aaron Servais

Private Wealth Advisor 941-402-8493

Our leadership

“Helping clients with their finances is about more than just the numbers — it’s about listening and building relationships. It’s about really understanding their stories, goals, concerns and dreams, and connecting on a very human level.”
Basil Anastasopoulos, Market Leader, Florida

Engaged in our communities

U.S. Bank believes in giving back to the community. Over the past three years in Florida, we’ve provided $877,000 in U.S. Bank Foundation and corporate giving and 8,000 in volunteer hours Our team is actively involved in providing support through Big Brothers Big Sisters of the Suncoast, Embracing Our Differences, Sarasota/Manatee Habitat for Humanity, Beyond the Spectrum and others.

Insights from our experts

Market news

Stay on top of the changing U.S. and global markets with our market news page. Dive deeper with our daily market analysis, volatility updates and frequent market teleconferences with U.S. Bank investment experts.

4 investment options to help generate retirement income

If you plan on retiring in your 60s, you may need to make your retirement savings last another 20-30 years. In addition to Social Security, savings and other investments, consider these options for generating additional income in retirement.

Business exit strategy: Preparing to sell your business

A business exit strategy can help ensure your desired objectives and timing are met when you sell your business. Keep these key considerations top of mind.

Disclosures