Eric Speer is a relationship-driven financial advisor and Million Dollar Round Table (MDRT)1 member since 2024 who has excelled in the financial services industry since 2022. Drawing from 12 years as a high school varsity basketball coach and teacher, Eric applies a proven coaching philosophy to wealth management—listening intently, strategizing thoughtfully, and guiding clients toward long-term financial prosperity.
He begins every partnership by uncovering each client’s unique vision, values, and life goals, then crafts tailored, forward-thinking strategies that align planning finance with meaning. Passionate about financial literacy, Eric serves as both educator and trusted advisor, empowering families and business owners to make bold, informed, and purpose-driven decisions with confidence and clarity.
A 2014 graduate of Purdue University Northwest with a degree in Secondary Education, he holds Life & Health licenses in Indiana, Michigan, and Illinois. Born in Sumter, SC while his father served in the Air Force, Eric was raised in Northwest Indiana, where he now lives with his wife Cassie and their two children, Chase and Delaney. A lifelong sports enthusiast, he channels the same competitive spirit from the basketball court and golf course into helping clients build legacies that last.
Eric is a Registered Representative and Investment Adviser Representative. He is securities licensed in Indiana and insurance licensed in Indiana.
1. Membership based on sales criteria.