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Wealth Management / Retirement Planning

Mainstreet Retirement & Investment Center

Your journey begins here. The Mainstreet Retirement & Investment Center, offered through CUSO Financial Services, L.P., is a financial management service designed to help you organize your financial affairs and plan for the future. 

Learn more about the Mainstreet Retirement & Investment Center Investments offered through CUSO Financial Services, L.P. (CFS*).

Meet the CFS* Financial Advisors and Associate: 

Check the background of the firm or check the background of this investment professional on FINRA’s BrokerCheck.

Photo of Dave Loftus

Dave Loftus, RICP®, ChFC®, CLU®
Wealth Advisor
CUSO Financial Services, L.P.
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.

Locations: 13001 W 95th St, Lenexa, KS

Photo of Mike ThornhillMike Thornhill,
Financial Advisor
CUSO Financial Services, L.P.
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.

Locations: 14280 W. 135th St. Olathe, KS 
Photo of Sara Dubois
Sara DuBois,
Investment Associate
CUSO Financial Services, L.P.
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.

Locations: 13001 W 95th St, Lenexa, KS



Our CFS* 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











 *Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC ) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.
 

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.