MEET OUR TEAM

Adam Bott, AAMS®, CPFA®

LPL Financial Advisor

Adam Bott is a LPL-registered financial advisor with Investment Center Advisor Group. With over a decade of experience as an advisor, Adam delivers comprehensive financial strategies for the complex situations and unique opportunities his clients face. He specializes in helping current and future retirees, business owners and executives, individuals and families, and medical professionals work toward their financial goals.  

Adam’s greatest strength lies in the relationships and trust he builds with his clients. With a background in teaching and coaching, Adam guides his clients toward total understanding of their financial situation and confidence in their financial future. He is sought out for his specialized charitable giving, values-based goal planning, and advanced tax planning strategies.  

Prior to becoming a financial advisor in 2012, Adam had a successful career in the medical field where he worked as a consultant to doctors during surgery. He was inspired to make the career change when his widowed mother was seeing her retirement savings wither away due to being sold on investment products from her financial advisor that were not in her best interest. He is deeply passionate about taking the time to fully understand his client’s needs and providing the best strategies for their unique situations.  

Adam is a fully-licensed Accredited Asset Management Specialist (AAMS®) and Certified Plan Fiduciary Advisor (CPFA®). He received his bachelor’s degree in International Business from Azusa Pacific University, with minors in Economics and Marketing.

Adam hales from Indiana, but has called Colorado home for many years now. He resides in Timnath with his wife, Lisa, and four kids. In his free time, Adam enjoys spending time with family and friends, traveling, reading, cooking, and hunting. He is an avid football fan and former collegiate athlete who loves coaching at the youth and high school level.

Adam Bott - Windsor, CO financial advisor
Cheryl Berlin, Investment Center Advisor Group

Cheryl Berlin

Client Services & Operations Manager

Cheryl Berlin began her career in finance in Baltimore, MD in 1995. She spent dearly 2 decades working in Operations and Sales for financial firms on the East Coast. She enjoys being able to apply her knowledge of operations and how-to-get-things-done skills to her current role as Client Services and Operations Manager. The rewards of being part of a team and helping clients create and work toward their goals are things she looks forward to every day.

Cheryl has had the opportunity to travel to some very remote places and created unique opportunities to explore. She has a passion for helping and rescuing homeless animals and was able to live in her camper for 3 years as she volunteered at the largest no-kill shelter in the US in southern Utah. She now finds herself in beautiful Upstate New York, where her family is originally from. That is, until she gets the bug to travel again. Cheryl enjoys working remotely, as it means she can serve clients with excellence from anywhere in the country.

Get in touch

We understand that choosing someone to trust with your financial future is a big decision, and that is something we don't take lightly. We invite you to get to know our team, our services, and our philosophy.

Complete the form and we'll reach out to you shortly to answer your questions or schedule your complimentary consultation. If you need immediate assistance, call (970) 686-9213.
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“Adam Bott is the coolest person ever.”

Phil Tenney

Former VP of ads at Company

Get in touch.

We understand that choosing someone to trust with your financial future is a big decision, and is something we don't take lightly. We invite you to get to know our team, our services, and our philosophy. Complete the form and we'll reach out to you shortly to answer your questions or schedule your complimentary consultation. If you need immediate assistance, please call (970) 686-9213.

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LOCATED IN POINTS WEST COMMUNITY BANK
355 Eastman Park Dr., Windsor, CO 80550
CONTACT
(970) 686-9213
adam.bott@lpl.com

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Points West Community Bank and Investment Center Advisor Group are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Investment Center Advisor Group, and may also be employees of Points West Community Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Points West Community Bank or Investment Center Advisor Group. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value

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