First Business Bank

About / Team

Jim Myers

Vice President – Company Retirement Plans

608-218-8078linkedin
Jim Myers

About Jim

Jim Myers has more than 20 years of experience as a Company Retirement Plans advisor and financial advisor. In 2023, Jim was promoted to Vice President – Company Retirement Plans. With a focus on helping local companies obtain and implement successful Employee Benefit Plans, Jim emphasizes education and financial wellness for their employees. He partners with clients to provide long-term investment strategies, allowing participants to develop a financial plan to obtain their retirement goals and objectives.

Jim graduated from the University of Wisconsin - Madison with a Bachelor of Science degree in Personal Finance. Jim, his wife, and their three kids live in Mount Horeb, Wisconsin and are active members in their community. He is a Board Member of the Mount Horeb Area School District and serves as Treasurer. Jim enjoys officiating basketball at both the high school and collegiate levels and holds various leadership roles in associated organizations.

Article

What To Do About Your 401(k) When Changing Jobs

Changing jobs comes with many considerations, including weighing benefits, potential relocation, and what to do with retirement benefits, such as
Two young individuals smiling and looking over documents

Article

Retirement Advice for Young Adults

It’s never too early to start planning for retirement. Here’s some financial planning tips to help get you started.
transition to retirement

Article

Transitioning Into Retirement

If you’re considering retirement within the next five years or so, you’re in the retirement “zone.” This is a critical