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1616 Cornwall Ave
Ste 107
Bellingham, WA 98225-4642
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Office: 360-647-2321
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Paul D Twedt, CLU®, ChFC®

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Management Team

 

Tammy Abell

Chief Operating Officer
tammy.abell@nmfn.com
206-623-8801

Tammy joined The Middleton Financial Group in 1996.  She lives in Seattle with her husband Rick and their twin boys Ricky and Davis.  As Chief Operating Officer, Tammy is passionate about making sure that the organization operates in all areas reflective of our core values, Integrity, Personal Responsibility and Commitment to Excellence.

 

Alison Cole

Director of Operations
alison.cole@nmfn.com
206-623-8801

Alison joined The Middleton Financial Group in July 2006 shortly after graduating from Western Washington University in Bellingham, WA with degrees in Financial Economics and Accounting. She began her career as the Network Office Accountant, but has grown into the Director of Operations role. As the Director of Operations, Alison is responsible for maintaining the day-to-day operations of the office as well as the accounting responsibilities.

 

Bev Cummings

Client Service Manager
bev.cummings@nmfn.com
360-647-2321

Bev has over 20 years experience with the Northwestern Mutual Financial Network. She began her career at the Seattle office and has worked in the Bellingham office since 2005. Bev has a wealth of knowledge on life insurance and the various departments at Northwestern Mutual. She lives in Lynden with her husband and enjoys traveling and spending time with her grandchildren.
 

She can help you with the following:
Update address and beneficiary information
Process policy loans
Process electronic drafts to cover missed payments
Provide policy information
 

 

Katherine Lebioda

Associate Financial Representative
katherine.lebioda@nmfn.com
360-647-2321

Katherine has worked for the Northwestern Mutual Financial Network in Bellingham for seven years. She holds a BA from the University of Victoria. Her financial certifications include: life and disability insurance licenses as well as the Chartered Life Underwriter CLU designation. She is also a Registered Representative with NMIS, having passed several industry exams. When out of the office she enjoys hiking, road biking, skiing and going to the theater.

She can assist you will the following:
Provide investment account balances, process trades
Set up new investment accounts, help establish online account access for existing accounts
E-mail current policy information to policy holders
Schedule appointments 
 

 

Carl Middleton

Managing Partner
carl.middleton@nmfn.com
206-623-8801

Carl W. Middleton III, CLU®, ChFC® is the Managing Partner of The Middleton Financial Group. Carl has been with Northwestern Mutual for over 25 years. He is a Life Member of the Million Dollar Round Table and former President of the Life Underwriters Association. Carl graduated from the University of Southern California with a BA in Economics.

 

Spence Robinson

Technology Coach
spence.robinson@nmfn.com
206-623-8801

Spence Robinson is the Director of Technology and Technology Coach for The Middleton Financial Group and has been with the agency for 3 1/2 years. Originally from Lincoln, NE, Spence moved to Seattle from Las Vegas in 1996, has a BA in Criminal Justice from the University of Nevada in Reno in 1993 and is a member of The Pi Kappa Alpha Fraternity.

 

Caroline Scobee

Executive Assistant
caroline.scobee@nmfn.com
206-623-8801

Caroline Scobee is the Executive Assistant to Carl Middleton III, CLU®, ChFC® and has been with Northwestern Mutual for over three years. She oversees the agency Contract & Licensing procedures, investment registrations for all financial representatives as well as coordinating agency events. Carrie is a long time resident of Washington state and enjoys spending time with family and friends.

 

Paul D Twedt, CLU®, ChFC®

Managing Director
360-647-2321

Paul D. Twedt, CLU, ChFC is Managing Director of the Northwest Washington Group. He joined Northwestern Mutual in 1992 and immediately distinguished himself as a successful Financial Representative, earning the New Agent's Bronze (1993), Silver (1994) and Gold (1995) awards.

In 2003, Paul became a Managing Director, which affords him the opportunity to share one of his passions: mentoring and developing new Financial Representatives. A native of Seattle, Paul earned his Bachelor of Arts degree in business from Washington State http://www.wsu.edu/.  He has been recognized by the National Association of Insurance and Financial Advisors (NAIFA) http://www.naifa.org/ with the National Quality Award (1996, 1998-2006) is a member of the Million Dollar Round Table http://www.mdrt.org/ as well as President of the local chapter of NAIFA.

Continuing education is important to Paul. Since joining Northwestern Mutual he has completed his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations along with multiple security industry licenses.

An active member of the Bellingham community, Paul is a member of the Northwest Estate Planning Council http://www.nwepc.org/  and the Bellingham Chamber of Commerce. He coaches youth sports and does on-campus presentations to various clubs at Western Washington University.

In Paul’s free time he enjoys golfing, soccer and spending time with his wife and four children.