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:
Estate planning/will review (Revocable living trusts/testamentary trusts/trusts under wills)
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
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.
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.
Request an appointment with a First Community Trust representative by completing this short form:
Thursday, August 30 Legacy Planning & Investment Management (Dyersville, IA)
Have you experienced changes to your financial situation or have a greater need to prepare for uncertainty?
Learn about last wills and testaments, revocable and irrevocable living trusts, and probate. Investment management encompasses agency investment accounts, 401(k) rollovers, IRA transfers and more. These can be challenging and confusing areas—but we can help.
First Community Trust’s Jim Liddle will be available for one-on-one legacy/estate planning and investment management advice.
To schedule your free appointment, contact Jim Liddle at (563) 690-0029 or jliddle@fctrust.com.
Thursday, September 6 Estate Planning Seminar
Location: Dupaco Community Credit Union; 3999 Pennsylvania Ave.; Dubuque, IA Time: 5:45—6:45 p.m. Presented by First Community Trust, this free seminar will cover the topic of estate planning, with an overview of wills, trusts, and more. Pre-registration is requested by contacting Jim Liddle at (563) 690-0029 or jliddle@fctrust.com.
Monday, September 10 Legacy Planning & Investment Management (Galena, IL)
Have you experienced changes to your financial situation or have a greater need to prepare for uncertainty?
Learn about last wills and testaments, revocable and irrevocable living trusts, and probate. Investment management encompasses agency investment accounts, 401(k) rollovers, IRA transfers and more. These can be challenging and confusing areas—but we can help.
First Community Trust’s Jim Liddle will be available for one-on-one legacy/estate planning and investment management advice.
To schedule your free appointment, contact Jim Liddle at (563) 690-0029 or jliddle@fctrust.com.
Have you experienced changes to your financial situation or have a greater need to prepare for uncertainty?
Learn about last wills and testaments, revocable and irrevocable living trusts, and probate. Investment management encompasses agency investment accounts, 401(k) rollovers, IRA transfers and more. These can be challenging and confusing areas—but we can help.
First Community Trust’s Jim Liddle will be available for one-on-one legacy/estate planning and investment management advice.
To schedule your free appointment, contact Jim Liddle at (563) 690-0029 or jliddle@fctrust.com.
Have you experienced changes to your financial situation or have a greater need to prepare for uncertainty?
Learn about last wills and testaments, revocable and irrevocable living trusts, and probate. Investment management encompasses agency investment accounts, 401(k) rollovers, IRA transfers and more. These can be challenging and confusing areas—but we can help.
First Community Trust’s Jim Liddle will be available for one-on-one legacy/estate planning and investment management advice.
To schedule your free appointment, contact Jim Liddle at (563) 690-0029 or jliddle@fctrust.com.
Webinar: Estate Planning
Estate planning involves getting the right legal documents in place to plan for the possibility of mental incapacity and death. And, it's not just for the rich.
Recorded in August 2017, this webinar by Dupaco and First Community Trust addresses the very topic of estate planning, its benefits, and how to get started.
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.
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. 
