Shawna Stapleton is a control person of Eaton-Cambridge and directly owns between 10% and 25% of it. Shawna Stapleton studied at Arizona State University.
Eaton-Cambridge is an investment adviser based in Phoenix, AZ, registered with the SEC since 2019. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $481 million, as filed on 12 June 2026. Its fees, ownership and offices are on the firm’s profile.
Shawna Stapleton is Tax Partner of Eaton-Cambridge. Stapleton joined the firm as a CPA in August 2019 and became a tax partner in 2020. She specializes in small businesses, nonprofits, entity selection and complex individual tax situations, and shares tax knowledge with clients one-on-one and through interactive seminars.
Professional designations
Listed by Eaton-Cambridge
- Certified Public Accountant (CPA)
- CRD
- 7710543
- Firm
- Eaton-Cambridge · CRD 116798
- Role
- Tax Partner
- In role since
- January 2023 · 3 years
- Control person
- Yes
- Direct ownership
- 10% to 25%
- Firm headquarters
- Phoenix, AZ
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- eatoncambridge.com
Where does Shawna Stapleton work?
Shawna Stapleton has been Tax Partner of Eaton-Cambridge Inc. since January 2023, and is a control person of the firm.
How can I verify Shawna Stapleton’s record?
Shawna Stapleton’s role is listed on Eaton-Cambridge Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 116798.