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 one of our First Community Trust Officers 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.

Suzana Sumar

Trust Officer-First Community Trust
Located at the San Marnan office in Waterloo
(319) 234-0381 / 800-373-7600, Ext. 2854
ssumar@dupaco.com

Suzana SumarMs. Sumar joined FCT after being employed by a local credit union for over 10 years. She brings 15 years of experience in the financial services industry. She has a degree from Upper Iowa University, where she majored in Business Management and Finance. Suzana works with clients in the areas of retirement and non-retirement investments, trust administration, and estate planning services.

     
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