JOIN LOCATIONS CAREERS CONTACT ESPAÑOL SEARCH ONLINE BANKING Open Mobile Menu Dupaco Financial Services GET FRIENDLY, PERSONAL ADVICE FROM THE EXPERTS Dupaco Financial Services gives you convenient, local access to outstanding investment services and specialists. From helping you get started with your first investment to making decisions about your retirement, we’re here to help you through every step of your life journey. Unlike some firms, our team isn’t driven by sales goals or quotas. We’re here to offer you good, honest advice and recommendations based on your individual needs. And we don’t take a “one and done” approach to helping you—our team will check in with you regularly to help you keep your financial plans on track. Dupaco Financial Services provides investment guidance for: 401(k) and Individual Retirement Account (IRA) distribution options Mutual funds Annuities Retirement planning College planning Term/universal insurance plans Request Your Free Consultation Our team of investment experts is available to meet with you to discuss your particular financial situation. Any type of financial goal and any size portfolio is welcome! Request your no-cost, no-obligation consultation by calling Dupaco Financial Services at 800-373-7600, ext. 211. Investment Team Dupaco Financial Services is committed to establishing the personal relationship necessary to help you work toward long-term financial success. Our team of investment professionals can review your current financial situation and assist you in developing strategies to help address your financial needs: retirement, life insurance, education or otherwise. You can check the background of investment professionals associated with this site on FINRA’s BrokerCheck. David Andrew Financial Consultant 800-373-7600, Ext. 2810 dandrew@dupaco.com David Andrew earned his Bachelor of Arts from Coe College in Cedar Rapids, Iowa. Additionally, David completed studies at American College to become a Certified Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®). David’s Series 6, 7, 63 and 65 securities registrations are held with LPL Financial, and he is also licensed in Life, Accident, and Health Insurance. Married with three children, David is a Cedar Rapids-area native with 20 years’ experience in the financial services industry and has been with Dupaco since 2013. His top priority is helping his clients secure a healthy and stress-free financial future. Suzan Martin-Hallahan CFP® 800-373-7600, Ext. 2263 smhallahan@dupaco.com Suzan Martin-Hallahan is a graduate of the University of Iowa and the College of Financial Planning. Suzan brings more than 20 years of financial planning and management experience to the credit union. As a CFP®, her Series 6, 7, and 63 registrations are held with LPL Financial. She is also licensed in Life, Health, Variable Contracts, and Credit Life & Disability insurance in the states of Iowa, Illinois and Wisconsin. Suzan specializes in retirement, estate and tax planning. Michael Poppen Financial Consultant 800-373-7600, Ext. 2302 mpoppen@dupaco.com Michael Poppen joined the Dupaco Financial Services staff in 2007. He brings more than 15 years of financial planning to Dupaco and was previously employed by Waddell and Reed Financial Services in Davenport, IA. Michael’s Series 6, 7, 63 and 65 securities registrations are held with LPL Financial, and is also licensed in Life, Accident, and Health Insurance. No matter your age or financial situation, Michael is available to assist you in identifying and implementing strategies that will help you pursue your financial objectives. Cole Schmelzer Financial Consultant 800-373-7600, Ext. 2461 cschmelzer@dupaco.com Cole Schmelzer joined Dupaco Financial Services in 2014 as a financial consultant. Located at the Hillcrest Rd. branch of Dupaco in Dubuque, Schmelzer has been in the financial industry since 2006. He is licensed in life and health; is registered for Securities in multiple states; and his Series 7, 63, and 65 registrations are held through LPL Financial. He has also earned his Chartered Retirement Planning Counselor® designation from the College for Financial Planning. He assists members in developing financial goals and strategies with a focus on retirement and legacy planning. Michael Schroeder Financial Consultant 800-373-7600, Ext. 2795 mschroeder@dupaco.com Michael Schroeder brings more than 20 years of financial planning and management experience to the credit union. A Financial Consultant for Dupaco Financial Services, his Series 6, 7, 24, and 63 securities registrations are held through LPL Financial. He is also licensed in Life, Health, and Accident Insurance in Iowa, Illinois, Wisconsin, and Florida. Michael will provide you with guidance tailored to the unique needs of your financial goals, whether it’s saving for retirement, education planning, 401k rollovers, life and long term care insurance, or estate planning. Dan Smith CFP® 800-373-7600, Ext. 2214 dsmith@dupaco.com Dan Smith joined the Dupaco Financial Services staff in 1992 and has over 35 years of experience in the financial services industry. A CFP® practitioner, Smith holds a B.A. in Business from the University of Iowa and is registered to sell mutual funds and variable annuities through broker/dealer LPL Financial. He is also licensed to sell life and disability insurance as well as fixed annuities through a number of quality carriers. With his many years of experience, Dan will help you make financial decisions that suit your lifestyle. Administrative Staff Devon Douvikas LPL Registered Assistant 800-373-7600, Ext. 2822 ddouvikas@dupaco.com Sally Ficken Administrative Assistant 800-373-7600, Ext. 2369 sficken@dupaco.com Julie Gansen LPL Registered Assistant 800-373-7600, Ext. 2350 jgansen@dupaco.com Cheyanne Schmitt Administrative Assistant 800-373-7600, Ext. 2665 cschmitt@dupaco.com Sarah Palmer Administrative Assistant 800-373-7600, Ext. 2521 spalmer@dupaco.com About Dupaco Financial Services Dupaco Financial Services is a division of Dupaco Community Credit Union — the financial home you own — so you can rest assured that you're working with an organization that will act with your personal interest in mind. Dupaco Financial Services works with a national, full-service securities brokerage firm, LPL Financial, to make available top-of-the-line investment and insurance information and opportunities. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL Financial or its licensed affiliates. Dupaco Community Credit Union and Dupaco Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Dupaco Financial Services, and may also be employees of Dupaco Community Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Dupaco Community Credit Union or Dupaco Financial Services. Securities and insurance offered through LPL or its affiliates are: The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Iowa, Wisconsin and Illinois. Calculators Retirement Savings See how long your retirement savings will last based on your savings and inflation. Retirement Income Determine what your monthly retirement income will be. Roth vs. Traditional IRA Compare the difference in savings over time with a Roth and Traditional IRA. You May Also Want to Consider Wealth Management Sound guidance. Tailored. Learn More Retirement Accounts Saving for retirement doesn’t have to be complicated Learn More Investment Resources See how a little can grow into a lot Learn More Routing Number: 273974581 800-373-7600 P.O. Box 179 Dubuque, IA 52004-0179 Dupaco Community Credit Union © 2021 facebook twitter youtube instagram pinterest linkedin Privacy Policy | All Disclosures | Do Not Sell My Personal Information