About

Senior Advisory Group, LLC is an independent registered investment advisor serving Baton Rouge, Louisiana and surrounding communities and provides financial planning and access to third-party asset management. Our mission is to provide the families and businesses we serve with innovated financial strategies, solutions and planning that can result in financial clarity, security and overall financial health. Making strong commitments to our clients and building life-long relationships are our tenets of success.

Senior Advisory Group, LLC provides investors custom-tailored investment strategies to meet short and long-term needs. We provide full transparency in the form of separately managed accounts through our partnerships with third-party money managers. Our goal is to help our clients realize their financial dreams by offering creative solutions through an open and transparent process utilizing both financial and insurance* solutions to achieve financial independence. As a fiduciary, Senior Advisory Group, LLC is legally obligated to put our clients’ interests first.

We empower you to navigate today’s complex financial world. We customize a plan to fit your individual and family needs, as well as the needs of your small or large business.

*Insurance offered through S. E. Earle Management, Inc.


shaneShane Earle
President/Owner

Shane Earle’s mission is to help Louisiana retirees save up to 50% in taxes and increase retirement income by as much as 30%.

Shane has taught financial planning classes at one of the nations largest financial organizations. He regularly helps workers at large corporations understand and implement a distribution plan for their safe and secure retirement.

Shane is a radio host of Baton Rouge’s Senior Advisory Hour Local to Baton Rouge on TALK 107.3 and the publisher of Senior Living, an easy-to-read newsletter suited for those already retired or about to enter retirement.

Shane lives with his wife, Lori, and his two children, Matt and Jack, in Walker. Do not miss the opportunity to learn the best ways to protect and grow your assets.

Strategic Alliances

schmidtMichael Binger, CFA®
President
Gradient Investments, LLC

Mr. Binger is the President of Gradient Investments. He has been with Gradient Investments since 2012 and has more than 30 years of total investment management experience. Mr. Binger’s prior roles include managing multi-billion dollar investment products for a large institutional asset manager. He graduated with a bachelor’s degree from the University of Minnesota and is a CFA® charterholder. We believe that he brings a depth of market experience that is rare within the industry and has been a featured contributor with several media outlets including CNBC, Fox Business, Barron’s, and The Wall Street Journal.


mariannMariann Montagne, CFA®
Portfolio Manager
Gradient Investments, LLC

Ms. Montagne is a Portfolio Manager for Gradient Investments. She has been with Gradient Investments since 2014 and has more than 25 years of total investment management experience. Ms. Montagne’s prior roles include equity analysis for institutional fund managers as well as a senior investment analyst position for a $500M registered investment advisor. She is a frequent contributor to media outlets, including CNBC, Fox Business, Bloomberg, and Barron’s. Ms. Montagne graduated with a bachelor’s degree from the University of Detroit and is a CFA® charterholder.


Jeremy BryanJeremy Bryan, CFA®
Senior Portfolio Manager
Gradient Investments, LLC

Mr. Bryan is a Senior Portfolio Manager for Gradient Investments. He has been with Gradient Investments since 2016 and has over 15 years of total investment management experience. Mr. Bryan’s job history includes equity research and portfolio management roles for institutional asset managers in Minneapolis and New York. He has been a frequent contributor to media outlets including CNBC, Fox Business, Reuters, and The Wall Street Journal. Mr. Bryan graduated with a bachelor’s degree from St. Cloud State University, earned an MBA from the University of St. Thomas, and is a CFA® charterholder.