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 retirees, business owners and executives; 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 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

Investing insights

Are you a beginning investor wondering where to start? Even if sometimes confusing, the average investor can grow and preserve wealth by taking advantage of a number of investment strategies. While you can't predict what the markets will do next you can take some basic investing steps to ensure you're investing wisely.

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.

Preparing a business exit strategy: Key factors to consider

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.