Jim Myers

Jim Myers has more than 25 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 previously served as a Board Member and Treasurer of the Mount Horeb Area School District. Jim enjoys officiating basketball at the high school level and formerly officiated at the collegiate level.