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