Bill Koenig, JD, MBA
William Koenig has been with Source Companies, LLC since its inception. He 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 received his Bachelor of Business Administration Degree from Mount Union College and his Juris Doctorate Degree and Masters of Business Administration Degree from The George Washington University in Washington, DC. He is admitted to practice law in Ohio and Washington, DC. He holds his FINRA Series 7 and 66 licenses as well as State of Ohio Life and Health. Bill is a registered representative of Safeguard Securities, Inc., a FINRA Registered Broker Dealer and SEC Registered Investment Advisor. Source Companies, LLC is a subsidiary of Ancora Advisors, LLC.