Wealth Management / Retirement Planning

dave.loftus@cusonet.com
Ph. (913) 577-0210 Fax: (913) 599-2093

As a CFS* 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 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@cusonet.com
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