Get to know Zach Mortensen

photo of employee zach mortensen

Zach Mortensen

Client Services, Investment Advisor Representative

Zach is determined to help clients feel confident as they head into retirement. He loves meeting with clients face-to-face, listening to their life stories and helping them answer questions about their retirement plans.

Zach has a fun, upbeat personality and has been part of the B.O.S.S. team for more than three years. He previously worked with client services, helping keep strong connections between client and advisors. As a high schooler, he started his own lawn care company.

Zach graduated from Brigham Young University with a bachelor’s degree in finance. He is an Investment Advisor Representative and a licensed insurance agent.

Zach loves to spend time with his wife, Sierra. Their family will grow to three with a baby boy coming soon. They love to spend time with family and friends, watch and attend sporting events, travel and explore the outdoors together.