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Retirement Plan Services

Peter Mooney - Image

Peter Mooney

President, Retirement Plan Services

Peter L. Mooney formed Source Companies in 2001. Peter is also a principal and registered representative with Safeguard Securities, Inc. Source merged with Ancora in 2016 to form Ancora Retirement Plan Services. Mr. Mooney entered the insurance and investment area in 1993, after beginning his career as an agent advising clients with mutual fund investing, life insurance programs, personal financial planning and corporate planning. He also developed an organizational group for corporate employee benefit programs, estate planning alternatives and played a key role in attracting accountants to enhance their practices by offering financial services to their clients. Prior to his financial advising career Peter was an accountant with Grant Thornton in Cleveland, as well as a small business owner with gross sales in excess of $2 million and 80 employees. Peter has been a qualifier and member of the Million Dollar Round Table (MDRT) since 1996. MDRT members are comprised of the top sales professionals in the life insurance-based financial services business. He is a member of the Society of Financial Service Professionals, Financial Planning Association, National Association of Life Underwriters, and the Estate Planning Council. Peter earned a Bachelor of Business Administration in Accounting degree from Cleveland State University. He currently holds FINRA Series 7, 6, 63, 65 and 24 licenses. He also holds Life and Health licenses. E-mail: peter@sourcecos.net

Linda Bellomy  - Image

Linda Bellomy

Relationship Manager

Linda Bellomy joined Ancora Retirement Plan Services in October 2016. She has more than twenty years’ experience with retirement plan enrollments and education. Mrs. Bellomy has an extensive background in Human Resources, giving her a unique perspective in dealing with Plan Sponsors and their circumstances. She has worked for several vendors including most recently her 12 years with John Hancock. At John Hancock, Linda was a part of a Top Ten Sales team for her entire tenure. She has extensive knowledge and expertise in client service and retention, retirement readiness, and the 401(k) sales process, having conducted thousands of enrollment, education, and review meetings in her career. Linda works closely with plan sponsors to identify goals and objectives to ensure both plan and participant success. Linda has her State of Ohio Life and Health Insurance license. She holds FINRA Series 63 and 6 registration. E-Mail: lbellomy@ancora.net

John Danch - Image

John Danch

Senior Vice President, Retirement Plan Services

John E. Danch joined Source Companies in 2004 and is currently a Senior Vice President for Ancora Retirement Plan Services. Source merged with Ancora in 2016 to form Ancora Retirement Plan Services. Mr. Danch’s responsibilities include providing consulting and advisement for small and medium sized businesses for their benefits, compensation and retirement areas. Previously, he has served in a variety of positions ranging from accounting manager to controller of a leading nationally known relocation firm. He has also served as the operations manager to a consulting and auditing firm with over 100 clients including Ernst & Young LLC, Citigroup, Parker Hannifin and Roadway Express.  John’s objective point of view and analysis expertise has been implemented in over 50 companies nationwide. John earned a Bachelor of Business Administration in Accounting degree from Kent State University. He currently holds FINRA Series 6, 63, and 65 licenses, along with a Life and Health Insurance license. Email: jdanch@sourcecos.net

Howard Essner, JD - Image

Howard Essner, JD

General Counsel, Managing Director, Family Wealth Advisor

Howard is a Managing Director and member of the Executive Committee. Howard is an attorney licensed in Ohio with more than 30 years of legal experience. Howard leads Ancora Inverness’ lifetime planning group, overseeing a team of financial planning specialists providing high net worth families with custom retirement planning, cash flow planning, tax planning and compliance, risk management, and legacy planning. Howard started his legal career with the law firm of Hahn, Loeser and Parks in Cleveland, where he was first an associate and then a partner.  Howard’s practice included corporate, tax, employee benefits, estate planning and non-profit law. In 1991, he became General Counsel and Senior Vice President for PASCO, Inc., a privately held company in Hudson, Ohio. Howard is a member of the Executive Committee and second Vice President of the Northern Ohio Golf Association, and past President and Trustee of the Silver Lake Country Club in Silver Lake, Ohio. Howard earned a Bachelor of Arts degree (cum laude, with distinction) in History from The Ohio State University, a Master of Arts degree in History of Religion from Brown University, and a Juris Doctor degree from The University of Akron School of Law. E-mail: howard@ancora.net

Rachel Jerpbak - Image

Rachel Jerpbak

Associate, Marketing & Client Services

Rachel Jerpbak joined Ancora Retirement Plan Services in April of 2016 as Associate of Marketing and Client Services.  She acts as project manager to facilitate and aid in the creation of marketing material and campaigns, while also providing support to our retirement plan clients and their participants.   Rachel earned a Bachelor in Business Administration degree from Ohio University where she pursued a Marketing Major in the Service Engagement track as well as a History Minor.  During that time she served a term as the VP Fraternity Development for the Ohio Alpha chapter of Pi Beta Phi. E-mail: rachel@ancora.net

Bill Koenig, JD, MBA - Image

Bill Koenig, JD, MBA

Director, Retirement Plan Services

William M. Koenig, JD, MBA has been with Source Companies since its inception in 2001. Source merged with Ancora in 2016 to form Ancora Retirement Plan Services. Mr. Koenig combines his background as an attorney with his financial consulting experience to advise closely-held business owners and high-net worth individuals. This includes designing and implementing qualified and non-qualified retirement plans, establishing and funding shareholder buy-sell agreements, creating estate planning scenarios, crafting wealth accumulation and distribution strategies, and assisting with other corporate employee benefit programs.  From 1995 to 2001, Bill practiced law for The Office of General Counsel, Department of the Navy in Washington, DC. His work included defending the Department of the Navy as a Trial Attorney in multi-million dollar, complex commercial litigation and government contract disputes.  Bill earned a Bachelor of Business Administration degree from Mount Union College and his Juris Doctor and Master of Business Administration degrees from The George Washington University in Washington, DC. Bill is admitted to practice law in Ohio and Washington, DC. He also holds FINRA Series 7 and 66 licenses as well as State of Ohio Life and Health licenses.  E-mail: bill@sourcecos.net

Melina Merrill - Image

Melina Merrill

Manager, Insurance Division

Melina Merrill joined Source Companies in October of 2015 as the Manager of our Insurances Division.  She is helping individuals, as well as groups, with their health, life, and supplemental insurance needs.  She has been in the financial services industry since 1990 in various capacities.  She has been involved with personal financial planning and wealth management, 401(k) plans, as well as banking and compliance.  Early in her career, Melina spent fourteen years with Lincoln Financial Group.  Prior to joining Source Companies, she worked at Vantage Financial Group as a 401(k) Account Manager and also with Key Bank as a Licensed Relationship Manager.  She has an Associates Degree in Business Administration from Notre Dame College and holds FINRA Series 6, 7 and Series 63 registrations, as well as her Ohio Life and Health Insurance License. E-mail: Melina@sourcecos.net

Linda Rafal - Image

Linda Rafal

Vice President

Linda Rafal has been running the operations side of Source Companies since 2001 and now serves as Vice President for Ancora Retirement Plan Services. Source merged with Ancora in 2016 to form Ancora Retirement Plan Services. Linda also manages the client services associates and handles any non-routine service. Ms. Rafal has a strong background in the financial services and life insurance industries with over 30 years of industry knowledge and experience. She was with the Equitable Life Assurance Company for 16 years early in her career, and from 1985 to 2000, she worked for an independent life insurance broker, gaining valuable experience with a large number of insurance carriers. Linda has her State of Ohio Life and Health Insurance license. She holds FINRA Series 99 registration. E-mail: linda@sourcecos.net