About Us

Who We Are

SilverRock Wealth Partners is a premier boutique multi-family office located in Charlotte, North Carolina. Our financial advisors work with select individuals and families that we feel share our values which allows us to build long-term relationships. We understand the importance and the responsibility that comes with ensuring your financial future.

EXPERIENCED

SilverRock Wealth Partners’ financial advisors have over 40 years of combined experience in the financial and wealth management fields.

PROFESSIONAL

SilverRock Wealth Partners built a strong reputation in the industry and consistently provided clients a premium investment experience. We continue to enhance our financial educations and stay on top of industry trends in order to provide our clients the best possible service.

EXCLUSIVE

SilverRock has established strong partnerships with local, regional and national partners. These relationships allow us to give clients exclusive access to private real estate and private equity investments.

Our MISSION

Work tirelessly for our clients in their pursuit for financial freedom.

Create long-term relationships to serve the financial needs of our clients and their families.

Treat all our clients' money with the care and expertise as if it were our own.

Derek Copeland

SilverRock Wealth Partners President and CEO, Derek Copeland, is a graduate of the University of Florida where he was inducted into the school’s Hall of Fame. There, Derek was named the “1996 Outstanding Male Graduate,” the school’s top honor. A Tampa native and lifelong student of finance, Derek started investing in the stock market at the age of 12 with funds that he raised from mowing lawns. From that point on, financial planning has been a passion for him which he parlayed into a career he loves. Derek achieved the Certified Portfolio Manager designation (CPM) granted through Columbia University in New York City.

Derek is a member of the NFLPA Registered Financial Advisor Program and is recognized as a leader in the Sports and Entertainment industry. He is very active in the community, and serves on the Board of Directors for the Charlotte Mecklenburg Police Foundation and is President of the Board for the Steve Smith Family Foundation. In 2014, he was honored with the “Man of the Year” award from the Lymphoma and Leukemia Society in Charlotte, NC.

Derek and his wife Lori live in Charlotte, NC with their four young children and dog, Bandit. He enjoys golf, tennis, fishing and spending time with his family as much as possible.

Lisa Oviatt

Originally from Sumter, SC and a graduate of the University of South Carolina, Lisa Oviatt has called Charlotte home since 1999. Lisa has over 21 years of experience working in the financial industry and brings enthusiasm to the team with a passion for helping to manage and work with clients. Lisa is well rounded within in the industry, having begun working in the branch operations area, then as an Operations Manager and as a Senior Registered Associate. Lisa who serves SilverRock Wealth Partners as its Director of Operations and as a Private Wealth Manager is the key person for setting up new client relationships. This is vital in helping clients recognize the benefits that SilverRock Wealth Partners has to offer.

Lisa recently received her insurance/annuity producers license and is registered in multiple states. Lisa’s son, Austin, recently graduated from Western Carolina University.

Lisa and her husband Chris live in Charlotte with their two dachshunds and their cat. They are very active in their community as well as their church. They currently lead a ministry that benefits the Union County Homeless Shelter. Giving back and helping others has always been a passion for Lisa.

Chris Carpenter, AAMS®

Before joining the SilverRock financial advisors, Chris Carpenter was a professional baseball player for the Cubs and Red Sox. Originally from Bryan, OH, he graduated with honors from Kent State University where he was also a four-year letterman for the Golden Flashes baseball team. Chris was the Conference Pitcher of the Year, as well as Honorable Mention All-American. In 2008, Chris was drafted by the Chicago Cubs in the Third Round of the MLB Draft. He played for five seasons with the Cubs, highlighted by his Major League Debut in 2011. Chris was then traded to the Boston Red Sox where he played for two seasons before being recruited to play in Japan for the Tokyo Swallows in 2014. Chris retired from baseball in 2015 after playing for eight seasons.

Chris takes his infinite drive for success, along with the real-life lessons that he learned during those eight years over to SilverRock Wealth Partners. Chris has seen firsthand the success and pitfalls that ultimately derail professional athletes. From the life-changing moments on draft day, to the final time the jersey is taken off, Chris is dedicated to serving only the best interests of his clients.

Chris is actively involved in the community and serves on the Board of Directors for the Steve Smith Family Foundation. He is also an advocate for the Susan G. Komen Foundation. His mother is a two-time breast cancer survivor.

Chris lives in Charlotte with his wife, Sarah, their daughter, Blair, and their sweet dog, Buddy. Chris enjoys golfing, fishing, traveling and spending time with his family.