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

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


wayneWayne Schmidt, CFA®
Chief Investment Officer
Gradient Investments, LLC

In 2008, Wayne brought 30 years of institutional investment experience to the private clients of Gradient Investments. During his tenure at AXA Investment Managers, Wayne served as senior portfolio manager for the U.S. Investment Grade Fixed Income Team. As the lead portfolio manager, he managed $9.5 billion of fixed income assets with a variety of mandates ranging from aggregate, corporate and government bond portfolios.

Wayne has been quoted on the subject of the global economy in numerous nationally and internationally recognized investment publications such as Bloomberg, Reuters and The Los Angeles Times. He is a Chartered Financial AnalystTM and a member of The Chartered Financial Analyst Institute and the Twin Cities Society of Security Analysts.

schmidtMichael Binger, CFA®
Senior Portfolio Manager
Gradient Investments, LLC

Mike brings over 24 years of institutional equity investment experience to Gradient Investments and its affiliated advisors and clients. He has extensive experience working directly with financial advisors designing and actively managing portfolios. Mike has successfully invested in numerous market and economic cycles giving him a level and depth of experience that is rare in this industry. He spent more than 20 years at Thrivent Financial where he managed numerous equity funds through various economic cycles. Mike’s media highlights include numerous appearances, providing market insight on CNBC, Bloomberg TV and Bloomberg Radio.

Mike has also been quoted in The Wall Street Journal, Barron’s, Smart Money, Reuters, Business Week and numerous other local, national and global investment publications.

mariannMariann Montagne, CFA®
Senior Investment Analyst
Gradient Investments, LLC

Mariann has 20 plus years of working with both institutional and high net worth clients and has amassed a strong breadth of investment experience in her tenure. This experience includes company and industry sector analysis, risk monitoring and portfolio management in both the equity and fixed income markets. She is highly attuned to economic and market conditions, and has extensive experience selecting individual stocks, ETFs and mutual funds. In addition to being a CFA, she is a member of both the CFA Society of Minnesota and the CFA Institute. Mariann’s media highlights include quotes in Barron’s, The Wall Street Journal, Fortune, NPR, Washington Post and the Chicago Tribune. She has also appeared on Bloomberg TV and Fox Business News.