October 2021 by Chris L.
I was an eye witness to watching Tim Sheldon, a Denver TIAA CFP CIMA, Portfolio Manager, SCREAM BLOODY MURDER at an innocent customer and level angry false accusations. The customer explained that it was Sheldon's own misunderstanding, apologized regardless, and he simply would not let up. I cannot stress enough how awful he was, thinking he would not be held accountable for his deplorable actions. This is all I can do. Several employees witnessed it and spoke to the customer about it and apologized on his behalf, even though they had nothing to do with the situation. I can guarantee you this is NOT someone you want to trust your hard earned precious finances with.