First Business Bank

About / Team

Jim Myers

Senior Participant Services & Education Officer - Company Retirement Plans

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.


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
retirement planning advice for the young2


Retirement planning advice for the young

According to the U.S. Bureau of Labor Statistics (BLS), the median wage for workers in the fourth quarter of 2019
transition to retirement


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