Get to know Zach Mortensen

headshot-zach

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.