Mainstreet Retirement & Investment Center*
You’ve got goals for the future. MRIC* can help you create a customized wealth plan that helps you achieve them.
Meet the MRIC* Financial Advisors and Associate:
Check the background of these investment professionals on FINRA's BrokerCheck
Dave Loftus, RICP®, ChFC®, CLU®
Wealth Advisor
MRIC*
Ph. (913) 577-0210
Fax: (913) 599-2093
As a Mainstreet Retirement & Investment Center* Wealth Advisor, Dave has been working with Members of Mainstreet Credit Union since 2000 and has been in the financial services industry since 1990. His area of focus is helping his clients to generate income in retirement through high quality investment portfolios, and planning for the distribution of assets to heirs. His goal is to eliminate the stress that can occur during this critical time in his client’s life.
Dave is an avid, if mediocre, golf enthusiast. He and his wife, Janet, have been married for 35 years. He is an active sponsor of the local Head Start program, heading up an annual diaper drive that results in his office being filled with boxes of diapers for the month of February.
Location: 13001 W 95th St, Lenexa, KS
Mike Thornhill,Financial Advisor
MRIC*
Ph. (913) 261-0327
Fax: (913)393-0646
Mike Thornhill brings more than a decade of financial services experience where he shared his knowledge supporting new advisors in launching their careers. Mike’s service to his clients is grounded in genuine care for their unique individual goals taking the time to listen and create a personalized financial plan with advice that allows them to make an informed decision.
When Mike isn’t helping people achieve their dreams, you’ll find him enjoying movies and traveling with his wife, Heather. Their goal is to visit each state and with 33 down, with only 17 to go! Mike finds additional inspiration actively involved in the lives of his four children. As a resident of Kansas City Mike has been active within the community formerly involved with Rotary service and volunteer leadership with the Salvation Army Advisory Board.
Location: 14280 W. 135th St. Olathe, KS
Mike can meet with you at any of our locations.
Sara DuBois,
Investment Associate
MRIC*
Ph. (913) 577-0211
Fax: (913) 599-2093
Sara has been working with the members of Mainstreet Credit Union for over 20 years. She began her career working on the teller line and providing member service. She has been an Investment Associate and the Assistant to Dave Loftus in the Retirement and Investment Center for over 18 years. As an Investment Associate she specializes in helping members understand investment choices, including saving for the education of their children and grandchildren, as well as providing for life insurance needs.
Sara enjoys spending time with her husband of 20 years and their daughter. One of their favorite pastimes as a family is taking kayak trips to the river. She also enjoys using her creative skills painting and doing crafts with her daughter. She is a current volunteer for Sunflower Elementary PTO and has held multiple positions on the PTO board. As an active member in her church family, she is a frequent volunteer for the children’s department and special events for the church.
Location: 13001 W 95th St, Lenexa, KS
Our MRIC* advisors can assist you with:
AREAS OF SPECIALTY
- Retirement Planning
- Estate Planning
- Asset Allocation
- Income Planning In Retirement
- 401k/Pension Rollovers
RETIREMENT ACCOUNTS
- Traditional IRAs
- Roth IRAs
- Simplified Employee Pension (SEP) IRAs
- SOLO(K)
- ROLLOVER IRAs
INVESTMENTS
- Advisory Accounts
- Portfolio Management
- Brokerage Accounts
- Fixed and Variable Annuities
- Saving for College
INSURANCE
- Life Insurance
- Long Term Care Insurance
*Mainstreet Retirement & Investment Center is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Cetera firms are under separate ownership from any other named entity. INVESTMENTS ARE • NOT FDIC/NCUSIF INSURED • MAY LOSE VALUE • NOT FINANCIAL INSTITUTION GUARANTEED • NOT A DEPOSIT • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY.
This site is published for residents of the United States only. Financial Professionals of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com.
Important Information and Form CRS