First Business Bank

About / Team

Jim Myers

Senior Participant Services & Education Officer - Company Retirement Plans

608-218-8078
Jim Myers

About Jim

Jim Myers joins First Business Bank with more than 17 years of experience as a Financial Advisor. He graduated from the University of Wisconsin -  Madison with a Bachelor of Science degree in Personal Finance. He works very closely with the employees who participate in their company-sponsored retirement plans. With an emphasis on education and financial wellness, Jim partners with clients to provide long term investment strategies, allowing participants to develop a financial plan to obtain their retirement goals and objectives.

Jim, his wife and their three kids live in Mount Horeb, Wisconsin and are active members in their community. He enjoys officiating basketball at both the high school and collegiate levels and holds various leadership roles in associated organizations.

Podcast

Helping Your Employees Maximize 401(k) Retirement Savings

Saving for retirement is a major life stressor for many employees. Although about 60% of U.S. employees have access to
estimating retirement needs

Article

Estimating Your Retirement Income Needs

The quick onset of market volatility due to COVID-19 has taught us that having a financial plan, periodically reviewing it