Zach Mortensen

Zach has been part of the B.O.S.S. Retirement team for over 10 years. He is determined to help clients feel confident as they prepare for and enter retirement. He loves meeting with people face-to-face, listening to their life stories, and helping them find solutions for their retirement plans. He's committed to providing client-centered service by helping them reach their desired goals.

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Zach has a fun, upbeat personality. He previously worked on our client servicing team, helping maintain strong connections between clients and their advisors. Zach graduated from Brigham Young University with a bachelor’s degree in finance. He is an Investment Advisor Representative and a licensed insurance agent.

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At home, he loves spending time with his wife, Sierra and their 4 children. He enjoys trying new things, traveling, attending sporting events, and exploring the outdoors. He serves in his faith and helps coach his kids' sports teams.

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