09/01/2026
We're pleased to spotlight Jim Myers, Vice President – Company Retirement Plans, whose 25+ years of experience and hands-on approach have made him a trusted advisor in retirement planning for First Business Bank’s clients.
Jim grew up in Platteville, Wisconsin, where the University of Wisconsin–Platteville created an opportunity-rich environment. Experiences like hosting Chicago Bears Training Camp and participating in academic and athletic programs helped shape his early life, while the strong values and people of Southwest Wisconsin played a significant role in influencing his character.
At UW–Madison, Jim pursued personal finance because he was drawn to work that changes people's lives, helping families and business owners make informed decisions and build financial security.
After starting as a financial advisor across multiple disciplines, Jim realized specializing matters more to him. He chose company retirement plans, where he could develop genuine expertise and concentrate on helping people build financial security for retirement.
Jim works with business owners and leadership teams to design, support, and optimize 401(k) plans that engage employees and build loyalty. Jim’s process starts with understanding the company's goals and culture alongside what employees need. One client story shows his impact: a company came to First Business Bank with a retirement plan that didn’t encourage employee participation or education. After Jim's hands-on, relationship-first approach, the plan became one of the largest the team administers today, with strong participation and active employee involvement, including regular one-on-one meetings and quarterly onsite support.
The measure of success is when employees feel confident about their financial future. Jim enjoys teaching how compounding interest works, and how small changes can add up for young workers and those feeling behind. He's also learned that when business leaders actively engage, employees follow. While many organizations view retirement plans as recruiting tools, Jim sees them as essential for retention.
Jim credits the people for his longevity at First Business Bank. He values the trust, accountability, and collaboration that define his relationships with his clients, team, and clients’ employees.
Outside of work, Jim's commitment to service runs deep. He previously served on the Mount Horeb Area School District Board of Education as Treasurer. He is involved in coaching and has a long-standing passion for basketball, officiating at the high school level and formerly at NCAA Division III. He serves in leadership roles within local officials’ associations and mentors new officials.
Connect with Jim to learn how his expertise can support your company's employee benefits strategy. https://firstbusiness.bank/representatives/jim-myers/?utm_source=Facebook&utm_medium=Organic&utm_campaign=2026-Q3-09-CRP-SCMyersFeature
