Our Private Bankers provide expert advice on financial planning, asset management, and more.
In her position as Senior Vice President and Private Banking Team Leader at Columbia Bank, Megan Sweeters works to meet the sophisticated financial needs of affluent individuals by providing customized credit, investment and trust solutions in the King County region. With over 30 years of experience, she has become a trusted advisor in the industry, assisting clients with building financial plans specific to their goals through comprehensive net worth analysis, retirement planning, risk management and estate planning.
As a Certified Financial PlannerTM professional, Megan takes a holistic approach to clients’ financial needs. She possesses strong comprehensive financial planning skills along with vast expertise in complex credits, trust and estate planning.
Megan has made a lifelong commitment to community service, currently volunteering her time with United Way of King County, Washington Bankers Association, and Evergreen Healthcare Foundation.
Amy Mullins brings 22 years of banking experience to King County Private Banking with expertise in providing customized financial solutions to high net worth clients, their families, and businesses. Amy possesses a high level of enthusiasm coupled with a deep knowledge of the industry, making her a wonderful part of the Columbia Bank team. She believes in purposeful listening and genuine understanding of clients’ goals to lead to customizable financial services, leaving her clients feeling secure and supported.
Amy finds enjoyment in giving her time to the community and is currently a member of the Treehouse Board of Directors. She also has volunteered as a Hopelink financial literacy instructor, a WA DECA Annual State competition judge and as a team captain of numerous “fun runs” for various charitable organizations in the region. Amy has lived in Redmond for the past 17 years with her husband, Mark, and their twin daughters.
As Vice President and Private Banking Relationship manager, Daniel identifies and presents comprehensive tailored wealth management solutions to high-net-worth clients and firms. He specializes in commercial lending, affluent market banking and treasury management.
Daniel has extensive banking industry expertise. He describes his role as an advocate and trusted advisor for his clients, as he pays special attention to details and takes ownership of their requests.
Daniel currently serves on the Hopelink Executive Leadership Council and Mercer Island Youth & Family Service Foundation Board. Daniel resides in West Seattle.
In her position as senior vice president and Tacoma private banking team leader, Linda serves affluent individuals to meet their sophisticated financial needs. With over 35 years of banking experience, she is recognized as a trusted advisor in the industry, assisting clients with the financial planning process by partnering them with a financial advisor. The planning process is designed to meet her clients’ goals, including comprehensive net worth analysis, retirement planning, risk management and estate planning.
The foundation for Linda’s philosophy is to always do what is best for the client. Each life step with clients provides support, encouragement and a high level of service. This level of commitment, sincerity and value builds long-term relationships as well as strong friendships. She encourages the same behaviors from her team, which results in building trust with clients to help them achieve financial success through the use of our comprehensive wealth management solutions.
Linda has been strongly committed to her community, with over 30 years of service on various boards and committees. She is currently volunteering her time, expertise and experience to Mary Bridge Foundation Board, College Success Foundation, Annie Wright School, Tacoma Community House, and the American Heart Association. Linda resides in Tacoma with her husband Bruce.
Jennifer Bradley specializes in providing customized wealth management solutions for affluent individuals and their businesses, focusing on depository, lending and investment needs. With a strong customer-centered focus, she strives to provide a positive experience as part of a team of professionals that can develop and manage a comprehensive wealth management plan for her clients’ short-term and long term goals.
Jennifer has held various positions in the financial services industry and Columbia Bank, bringing over sixteen years of expertise to her position in Private Banking. She earned her Bachelor of Arts Degree in business administration and finance from Washington State University. Jennifer is a volunteer with the Tacoma Community House program Read2Me, a Tacoma-based organization that helps young readers reach benchmark reading goals by the end of the third grade, and Junior Achievement.
Scott McVay brings together a thorough financial background and a deep understanding of the client/advisor relationship. He will be your trusted financial advisor, armed with the experience to help guide you and the desire to see your unique dreams achieved. By focusing attention on your long-term and short-term objectives, Scott will help ensure that you are prepared for every step in your financial journey. He will coordinate Columbia’s team of financial experts with you and your life advisors to create a full-time team dedicated to achieving the goals and aspirations you have now and in the future.
Scott has more than 12 years of banking experience, and has earned a Bachelor of Science degree in psychology from Washington State University. He is both investment licensed and insurance licensed in the state of Washington. He resides in Gig Harbor with his wife and two children and is active locally with the Gig Harbor Morning Rotary and the Gig Harbor Peninsula Chamber of Commerce.
Cameron is committed to fostering long-term relationships with his clients. He believes in knowing the people he serves and understanding their values. It’s through this knowledge that he is able to help his clients fully realize their financial goals. Cameron’s dynamic approach to providing comprehensive and personalized solutions is highlighted by his dedication to providing superior customer service and a diverse knowledge of deposit and credit products.
Prior to joining the Private Banking Team at Columbia Bank, Cameron was a Private Banker for Wells Fargo’s Wealth Management Group. He holds a MBA from the University of Washington, Tacoma, and earned his Bachelor of Arts degree from Western Washington University in Finance and Marketing. Cameron is a member of the Tacoma Sunrise Rotary and is actively involved in his church.
Nori blends her strong background in Retail and Commercial Banking with dedicated customer service to deliver innovative solutions aimed at achieving and preserving her clients’ wealth. She takes the time to know her customers and to understand their values and goals. This approach allows her to provide individually customized financial solutions. Her holistic approach to wealth management is the foundation of her role as a trusted financial advisor.
Nori started at Columbia Bank in 2001, working in a variety of positions before she joined the Private Banking team. She received her Bachelor of Arts Degree in Business from St. Martin’s University in Lacey, WA, and is a graduate of Pacific Coast Banking School. Nori is a Certified Financial PlannerTM professional. She also serves on the Board of Directors and as the Vice Chair for HopeSparks, is a reading tutor to young children in Tacoma’s Read 2 Me program, and volunteers with Junior Achievement.
Windy Rudd is Vice President, Private Banking Team Leader who operatesout of the downtown Spokane office. In her position, Windy leads a dedicatedPrivate Banking team who serve clients throughout Eastern Washington,Northern Idaho and the greater Spokane region.
Windy has a diverse background in retail, business and private banking,with more than 20 years of experience. In her role at Columbia, she focuseson building relationships with clients and providing tailored solutions andfinancial advice.
Outside of the bank, Windy is very active in the Spokane community. Shesits on the board of the March of Dimes and the YWCA, and is a member ofthe advisory board of the College Success Foundation. She has also beeninvolved with The National Association of Women Business Owners, Habitatfor Humanity, Junior Achievement, Spokane County Medical Society and theSpokane Valley Chamber of Commerce, and others.
Saira Russell currently serves as Vice President and Private Banking Officer in Spokane, Washington. In her role, Saira will oversee the banking needs of professional service groups and high-net-worth clients throughout Eastern Washington and Northern Idaho.
With more than 15 years of experience in the banking industry, Saira believes the best way to work with clients is to foster long-term relationships. She does this by listening to their needs, understanding their values and developing comprehensive solutions to help clients meet their specific goals. Prior to joining Columbia Bank, Saira worked as a relationship manager at US Bank.
She is actively involved in her local community and has enjoyed volunteering with Habitat for Humanity, Meals on Wheels, Second Harvest, Junior Achievement and Rotary.
Saira graduated with a degree in psychology from Eastern Washington University. She currently resides north of Spokane with her husband, four children and two dogs.
Andrew has over 21 years of Commercial/Retail Banking experience in the Portland Metro Area. He specializes in a variety of spaces including Real Estate, Medical/Dental, Property Management, Commercial & Industrial and Homeowner Associations. Andrew has served on multiple nonprofit boards and committees that include: MMHA, Mid Willamette Valley Council of Government, Clackamas Women’s Services, CREW, Rotary.
As vice president, Cheryl Dorman works alongside Columbia Bank’s Private Banking and Wealth Management teams to provide tailored solutions to clients throughout Oregon and Southwest Washington.
With more than 30 years of banking experience, including an exceptional background in customer service, relationship management and bank and branch operations, Cheryl works closely with high-net-worth individuals to incorporate investments, borrowings and assets into personalized banking solutions. She is an expert at strategically calling on a strong network of referral sources within the community and finding ways to partner with her customers to determine the best course of action for each individual’s business situation. Based in Portland, Cheryl previously served as a vice president, branch manager, for Columbia Bank’s Tualatin and Wilsonville branches, opening the Tualatin branch in 2004 and managing it for 10 years. She is a graduate of Portland State University with a degree in business and human resource management.
In her spare time, Cheryl is committed to serving her local community in the Portland area, currently serving as a board member of Portland State University’s business outreach program, board member and past president of the Tualatin Rotary Club and the Wilsonville Development Review Board. She also volunteers for Reach the Beach, Hood to Coast and Kiwanis Camp. Previously she served as the past president of the Tualatin Chamber of Commerce.
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