Wealth Management

At Dupaco, our vision is to serve as your lifetime financial home. To that end, we’ve partnered with First Community Trust, N.A., to bring you a full line of trust, investment, retirement, and wealth management services through Dupaco Wealth Management.

The professionals at First Community Trust have years of experience and can provide expert guidance on the following services:

For a personal strategic consultation with no cost or obligation, contact our First Community Trust Officer, Jim Liddle, directly, or schedule a meeting below.

 
Jim Liddle
Vice President, Trust Officer-First Community Trust
Located at the Pennsylvania Ave. office in Dubuque
(563) 557-7600 / 800-373-7600, Ext. 2590
jliddle@dupaco.com
Jim LiddleMr. Liddle joined First Community Trust from a regional accounting firm, where he supervised the income tax and estate planning departments. He is a life-long resident of Dubuque, graduating as valedictorian from Clarke University with degrees in Accounting and Business Administration. Mr. Liddle has achieved the CPA designation. He works closely with clients in the area of trust administration and estate planning. He has experience in the fields of estate planning, taxation, retirement planning and investments.
Diane M. Derifield
Vice President, Trust Officer-First Community Trust
Located at the Mullan Ave. office in Waterloo
(319) 235-0381 / 800-373-7600, Ext. 2972
dderifield@dupaco.com
Ms. Derifield recently re-joined the FCT Team. Diane worked with FCT as Vice President and Trust Officer from 2001–2006. Prior to joining FCT in 2001, she worked at U.S. Bank in the Trust department for 15 years. Most recently she was the Director of Cedar Valley’s Promise. She is a lifelong resident of the area and a graduate of Upper Iowa University. Ms. Derifield has expertise with estate planning, trust administration, and retirement planning. 
     
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