Adam Mortensen

Client Services, Investment Advisor Representative

Adam is a very motivated person with a great work ethic. Before joining B.O.S.S. Adam worked as a financial analyst for Collective Health, a healthcare tech company based in the Bay Area. He also recently graduated from Brigham Young University with a bachelor’s degree in finance. He currently serves as a Client Services Coordinator and is determined to help clients begin their path to a successful retirement and financial freedom.

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In his free time, Adam loves to ski and participate in other athletic activities such as basketball, soccer, football and other sports. He also loves to travel and explore interesting cities throughout the world.

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