Jim Myers

Jim Myers has more than 20 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 both the high school and collegiate levels and holds various leadership roles in associated organizations.