About Us

Our client families deserve the best. We expect them to feel appreciated, valued and cared for beginning the very first time they walk through our doors. That’s why we only seek team members who share our same client-first mentality and are committed to help create an exceptional investment experience and lifelong partners.

If you’re a critical thinker, a contributor by nature and have a strong desire to be part of a collaborative, fun environment, TDC may be where you belong. To get a better feel for how you might fit into our firm, here are a few things you should know about us.

Available Positions

There are no current openings, please check back soon.

What We Look For

Our clients deserve the best – why is why we’ve established our “Crew Values,” those traits every TDC team member should possess to help deliver the client experience we promise each an every day. Here are our 4 Crew Values that guide our efforts in everything we do:


Industry leaders in all they do. Not satisfied with the status quo, current solutions or ways of doing things. Uses our experience, resources and intelligence to overcome difficulties.

Follow the Compass

Guided by integrity in all that we do. Do the right thing. We will follow through!


Details make the difference between, better and best, right and wrong, win and lose. We are focused on the details in everything we do.

Team Player

We are an accountable crew, supporting, challenging, and relying on each other. We must be on the same page and pulling our individual and collective weight.

Our Culture

When you find it difficult to know when you’re working and when you’re having fun, you’ve found a special work environment. Don’t believe us? See for yourself!

Professional Development

At TDC, we don’t just want team members, we want team members for life. Our most important asset is our people, which is why we’ve developed our 4 step process to develop your personal and professional success.


We LISTEN to what’s important to you to get a firm understanding of what you need to accomplish desired personal and professional success.


We EDUCATE through a comprehensive training program consisting of internal programs as well as training conferences with our strategic alliances.


We help you GROW by entrusting you with more responsibility including management of team projects.


We seek to create your perfect work world by DELIVERING continuous opportunity to advance your professional success and our mission in helping families live life.

TDC Life – Resume Submission Form

Please fill out the following fields and upload your resume and cover letter.