Lori Copeland

Lori Copeland serves as Senior Advisor for Sparta Wealth Partners. Lori began her investment advisory career at SilverRock Wealth Partners as Director of Operations and Office Manager.
Lori graduated Summa Cum Laude from the South Carolina Honors College at the University of South Carolina with a Finance degree from the Darla Moore School of Business in 1996.

She began her career with Accenture as a management, process and technology consultant and finished her career there as a Senior Manager. She worked with Fortune 500 clients in the Financial Services and Energy sectors across North America, Europe and South America. Her consulting experience built an ideal foundation for her work as a financial advisor.

Lori’s attention to detail, strong listening skills and commitment to excellence are just a few of the attributes her clients appreciate most. Lori strives for success in all that she does. She is supported by a team of investment management and product specialists whose expertise and depth of knowledge provides clients with the highest level of service.

Lori and her husband live in Charlotte and share 4 children – 2 girls and 2 boys. When she isn’t supporting her clients, Lori can be found spending time with her family and friends, traveling, enjoying the outdoors and playing mahjong.