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Financial Services
Driving Directions:
We are located on the Northwest corner of Summit Avenue and the I-30 access road. Enter the customer parking area by turning right off the I-30 access road just past Summit Avenue.
Shanna Crunk, APMA® is a Dallas–Fort Worth–based Financial Advisor with Ameriprise Financial Services, LLC, offering comprehensive financial planning, retirement planning, tax efficient investing, wealth management, and annuity review and advice. With more than 20 years of experience, she helps individuals close the retirement gap, build wealth, and protect what they’ve worked hard to achieve—while providing regular updates and transparent communication so clients understand how their investments are performing.
My practice is unique as its built on more than 20 years in financial services and a hands-on apprenticeship that began in 2007 with J. Kurt Brown, CFP®. Learning directly from an experienced CERTIFIED FINANCIAL PLANNER™ professional shaped my approach to financial planning, investment conversations and client service in a way that most advisors don’t experience early in their careers. That mentoring relationship continues today through our joint practice. We have a team-based structure with continuity. I work in a coordinated practice with a defined succession plan in place. This structure helps provide clients with consistent guidance, shared knowledge and long-term continuity. Clients benefit from two advisors who understand their goals and work together to support their planning over time.
