Client Service Associate

Steffani Morton (she/her) joins Figure 8 as Client Service Associate, bringing a wealth of experience serving clients and their families, including more than a decade as part of the professional team with a larger investment firm here in Idaho. Steffani's superpower is building relationships, providing warmth & care, and bringing joy to everyone who has had the pleasure of interacting with her.

Outside of working hours, you might find Steffani hiking on a trail, paddle boarding, playing pickleball, or riding her scooter, accompanied by her husband, friends, and/or family. Maxwell, her 65-pound Doberman-Dalmatian, is her most constant companion and may even join her on occasion at the office. Her three kids and eight grandkids take up a huge part of heart.  Steffani is also an excellent baker of cookies and cakes, as the rest of our team can attest – she’s already spoiling us.