“Do you want fries with that?” There are some decisions in life that don’t take a lot of thought or planning. But when it comes to your money and planning for your future, winging it isn’t a good approach. Your decisions can have a lasting impact on you and others, so it’s important to think ahead and get help from an expert.
You can rely on Dupaco Wealth Management to help you make confident decisions about your financial future. We’ve partnered with First Community Trust, N.A., to offer you a full line of trust, investment, retirement and wealth management services.
For You
- IRA/401(k) rollovers
- Investment management accounts
- Trust administration
- Estate administration
- Retirement planning
- Estate planning and will review (revocable living trusts/testamentary trusts/trusts under wills)
For Your Business
- 401(k)/pension/profit sharing plans
- Investment management accounts
- Investment management for nonprofits
To learn more about wealth management and how planning ahead can help you, take advantage of our free educational seminars.
Schedule your personal strategic consultation today! There’s no cost or obligation.
Request an Appointment
Investment Team
Jim Liddle
Vice President, Trust Officer-First Community Trust
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. Located at the Pennsylvania Ave. office in Dubuque, Iowa.
Diane M. Derifield
Vice President, Trust Officer-First Community Trust
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. Located at the Mullan Ave. office in Waterloo, Iowa.
