Bill Koenig, JD, MBA

Director, Retirement Plan Advisor

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.

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