First Business Bank is pleased to announce Jim Myers’ promotion to an expanded role as vice president – company retirement plans.
With over two decades of expertise as a company retirement plans advisor and financial advisor, Myers’ promotion reflects an ongoing commitment to prioritize client success and financial education.
“While others are scaling back retirement plan education and services, we’re strengthening our efforts, adding to our educational resources, and ensuring our clients and their employees have the best tools available to them,” said Brendan Freeman, president – private wealth. “Our clients are genuinely invested in their employees’ financial wellness and Jim’s deserved promotion is part of our commitment to this effort.”
With a focus on helping companies obtain and implement successful Employee Benefit Plans, Myers emphasizes education and financial wellness for their employees. He graduated from the University of Wisconsin–Madison, holding a Bachelor of Science degree in personal finance. An advocate of community engagement, Myers, alongside his wife and three children, actively participates in the Mount Horeb community. He serves as a Board Member of the Mount Horeb Area School District, playing an instrumental role as its treasurer.