We’re Here to Serve You and Your Client’s Insurance Needs

  • Delivering a client experience unlike any other
  • Solving problems with solutions designed to last generations
  • Establishing lifelong advisor partners and clients
  • Providing peace of mind

24 Team Members Across 6 Office Locations

Katy Johnson photo
Sherry Boerst Photo
Terrah Schaefer Photo
Adam Franklin photo
Lindsey Binder photo
Michael Miller photo

I am honored by the trust our advisor partners and clients show in us and find satisfaction in how we can craft the missing piece(s) to their insurance and estate plan they have been searching for.

Katy JohnsonCase Manager

I love hearing clients’ life stories! We strive every day to be meticulous in our efforts and provide peace of mind to our clients.

Sherry BoerstCase Manager

TDC Life is different than other advisors because we are constantly keeping our clients (new and old) in the forefront of our minds to ensure we are serving them as best as we can and providing them with the best solutions to fit their evolving needs.

Terrah SchaefferSpecialty Market Case Manager

One of the things that makes TDC Life different is that we help our clients from beginning to end. We are there not only when we design and implement a plan, but more importantly, when a plan comes to fruition. We have processed claims for policies written 30-40 years ago or more. Who else can say that? TDC Life can.

Adam FranklinOperations Manager

TDC Life is unique to its competitors in that we see a life insurance policy from inception all the way to a claim payout.

Lindsey BinderDesign Service Associate

Nothing in this world sits still. Neither should your client’s planning. Our relationships with our advisors and their clients/families span decades and multiple generations.

Michael MillerChief Operating Officer - Houston
Meet Our Leadership Team

Life Insurance Experts Committed to Becoming Trusted for Life

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Tyler Horning


With a dedication and passion for working with advisors to help their clients organize, improve, and execute their life insurance and estate planning needs, Tyler Horning has brought a long-term focus to the TDC Life team. As President of TDC Life, Tyler is a third-generation leader of the firm who works with his group of insurance industry leaders to service a national network of advisors to help their clients plan for and implement best-in-class wealth preservation strategies for the benefit of their family and/or business.

Tyler is a father of four (with one on the way) and enjoys being an active leader in his community. Tyler was also recently recognized as a 2021 Top Financial Security Professional by Forbes.

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Steve Schwartz, CFP®


Steve is a native and current Texas resident where he leads our Houston Office. Steve brings over 40 years’ experience in servicing high net worth individuals, families, and business owners with their life insurance and estate planning needs. Steve’s wealth of experience, combined with his dedication to each client’s long-term success, is evident in each meeting and client review.

Steve is involved in many industry associations including the Top of the Table, Life & Qualifying Member of Million-Dollar Round Table, and the Association of Advanced Life Underwriters. Steve was also recently recognized as a 2021 Top Financial Security Professional by Forbes.

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Adam Franklin, CLU®, ALMI®

Operations Manager

As TDC Life’s Operations Manager, Adam leads our team in helping clients, and their advisors, make the complex simple by planning, engineering, and ultimately implementing customized life insurance designs and strategies that meet client needs and exceed their expectations.

Adam’s passion and energy for our clients and our people are infectious and a perfect example of the values we look for in a TDC Life leader.

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John Cates

Client Advisor

John brought a wealth of experience to the TDC Life team when he joined us in 2019. As a Client Advisor and member of our leadership team, John is responsible for educating clients and their team of advisors on the various options available for their life insurance acquisition or distribution needs.

John has worked for two publicly traded banks where he has spent time as a project manager, investment advisor, trust officer, and most recently, the Head of Private Banking. Having grown up in the Irish Hills of Michigan, John often takes his family back to the area to enjoy its many lakes.

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The Rest of Our Amazing Team

Our Life Insurance Strategy and Support Team Are Here For You

Chelsea Junge

Case Manager

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Deanna Eich

COI Experience Coordinator

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Denise Brock, ACS, AIAA, HIA, MHP

Executive Assistant to Steven Schwartz

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Erynne Lopez

Client Liaison

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Jenny Bucher

Support Administrator

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Katy Johnson

Case Manager

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Lindsey Binder

Design Service Associate

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Matthew Schwartz

Client Advisor


Melanie Marks Hitchen

Client Advisor

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Michael Miller

Chief Operating Officer - Houston

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Robert Bowers

Human Resources/Operations

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Sharon Wood, ACS, CISR®, CIIP

Client Services Administrator

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Sherry Boerst

Case Manager

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Terrah Schaefer

Specialty Market Case Manager


Our team lives each day with purpose and passion through our five core value tenets. This is what drives us each day to help our clients design, implement, and manage their life insurance strategies.

Grow to Greatness

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

Provide Peace of Mind

Driven by our clients’ trust in us. Do the right thing. Follow through and finish what we start! We are a client-centric organization.


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 pull our individual and collective weight.

Pace of Play

Life moves fast but we move faster. We have a sense of urgency today so that our clients do not have a sense of regret tomorrow.