Advisor profile


My approach

James Thorpe - My approach photo

The advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for clients to collaborate with me, any time from any device.In one secure, convenient online space, you can:

· Track your goals and progress

· Connect and share information with me

· View, store and organize your financial documents

· Transfer funds, and much more

Register today at ameriprise.com, or contact me for help getting started.
James Thorpe - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Small Business
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • AWMA® Accredited Wealth Management Advisor℠
  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Michigan State University 1995 General Business

Interests

I enjoy being outside. Gardening, hiking, playing with my kids, bicycling and running. Four times I have completed the DALMAC bike ride from Lansing to Mackinac City. In 2016 I ran my first marathon, in Detroit. This year I plan to participate in my first mini-triathlon.

I love to travel. I take my kids on weekend getaways each year, besides family vacations. We are always looking for new adventures so please share yours!

Community participation

  • Dearborn Public Schools/Henry Ford College-Trustee 2016-current
  • Nineteen year member of the Dearborn Area Chamber of Commerce- Served as Chairman of Board 2010
  • Twelve year member of the Rotary Club of Dearborn. Served as President 2013-2014
  • PTA member-STEM Middle School and Dearborn High School
  • Coached Dearborn Baseball for 5 years

Awards & recognition

  • Five Star Wealth Manager, 2014-2020

Workplace Education

These days, personal finances can be a source of stress and a distraction for employees. In response, employers are searching for ways to help them maximize their income and benefits potential so they can stay focused on their jobs.

Offered as an employee benefit, the Ameriprise financial wellness program can help employers promote financial confidence among their workers by educating and advising them on:

• Managing everyday expenses

• Making the most of their company benefits

• Planning for retirement

Our financial wellness program offers practical advice, educational workshops, tools and resources that can help employees make informed financial choices and be happier, healthier contributors to their workplace.