Institute Senior Staff

Institute for Wealth Advisors (IWA)

Institute for Life & Annuity (ILA) Advisor Services

Main Number 972.450.6000               Fax Number 972.450.6001

Platform, Marketing Support, Recruiting, Licensing, IAR Onboarding, Compensation Payout, Life & Fixed Annuity Licensing and Contracting


Rusty Moore, CEP®

Director of Natl Recruiting

John Moore

Business Development, Recruiting

Director of Advisor Svcs

Tom Fincher

Licensing, Compliance, Advisor Payout

Director of Admin Svcs

Lisa Hiller

Admin Services, Advisor Payout

Chief Financial Officer

Don Schulz


Compliance Consultant

Scott Brooks

Advertising and Compliance

Director of Communications

Susan Patton, PMP®

Communications, Events, Website