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Michael R

CFP®, Series 63

Albany, NY

Greenbush Financial Group, LLC

Michael Ruger is a CERTIFIED FINANCIAL PLANNER™ professional with 21 years of industry experience. He is currently affiliated with Greenbush Financial Group, LLC, where he has worked since 2007. His prior experience includes roles at Crump and American Portfolios Financial Services, Inc. Outside of advisory work, he is a medical broker with Advocate Health. Greenbush Financial Group provides financial planning, investment consulting, asset management, and retirement-plan advisory services to individuals and employer-sponsored plans. The firm combines fundamental and technical analysis with discretionary trading and manages over $616 million in client assets with a team of four advisors.

General retirement planning Founder/Business Owner
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Bradley H

Series 66, Series 65

Albany, NY

Greenbush Financial Group, LLC

Bradley Harkness is a financial advisor with Greenbush Financial Group, LLC, holding Series 65 and Series 66 licenses and bringing 16 years of industry experience. He has worked at The Ayco Company L.P. since 2009 and joined Greenbush Financial Group in 2023. Outside of his advisory role, he serves as a trustee for the Scotia Glenville Elks, overseeing the lodge’s finances. Greenbush Financial Group provides personalized financial planning, investment consulting, discretionary asset management, and retirement-plan advisory services to individuals and employer-sponsored plans. The firm uses both fundamental and technical analysis with continuous monitoring and discretionary trading, managing over $616 million in client assets with a four-advisor team.

General retirement planning Founder/Business Owner
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David W

Series 65, Series 66

Albany, NY

Greenbush Financial Group, LLC

David Wojeski is a financial advisor with Greenbush Financial Group, LLC, holding Series 65 and Series 66 licenses and five years of industry experience. He has worked at Greenbush Financial Group since 2001 and maintains roles with Wojeski & Company CPA's, P.C., a certified public accounting firm. Outside of advisory work, he is involved in several business activities, including providing computer hardware and networking support and serving as co-trustee of a family trust. Greenbush Financial Group offers personalized financial planning, investment consulting, discretionary asset management, and retirement-plan advisory services to individuals and employer-sponsored plans. The firm combines fundamental and technical analysis with continuous monitoring and discretionary trading, managing over $616 million in client assets with a team of four advisors.

General retirement planning Founder/Business Owner
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Robert M

CFP®, Series 66

Albany, NY

Greenbush Financial Group, LLC

Robert Mangold Jr. is a CFP® with 11 years of experience in the financial services industry. He is affiliated with Greenbush Financial Group, LLC and has worked at Crump and American Portfolios Financial Services, Inc. since 2015. Outside of advising, he serves as Treasurer for the Greenbush Youth Soccer Club. Greenbush Financial Group provides personalized financial planning, investment consulting, discretionary asset management, and retirement-plan advisory services to individuals and employer-sponsored plans. The firm combines fundamental and technical analysis with continuous monitoring and discretionary trading, managing over $616 million in client assets with a team of four advisors.

General retirement planning Founder/Business Owner
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