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CB Private Banking Team

Meet our Columbia Bank Private Banking Team

Our Private Bankers provide expert advice on financial planning, asset management, and more.


King County

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Megan Sweeters Private Banking Team Lead 11201 SE 8th St Ste 100 Bellevue, WA 98004 425-456-8923

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.

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Michelle D Claeys Private Banking Officer 10350 NE 10th St Bellevue, WA 98004-4212
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Amy J Mullins Private Banking Officer 11201 SE 8th St Ste 100 Bellevue, WA 98004 425-454-1656

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.

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Daniel J Pollock Private Banking Manager 721 2nd Ave Seattle, WA 98104-1701 206-254-2764

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.

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Pierce and Thurston Counties

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Linda McKeag SVP, Private Banking Team Leader 1301 A Street, Ste 800 Tacoma, WA 98402 253-305-1959

Linda offers her clients more than 30 years of banking experience, the majority of which focused on private banking and wealth management. While her experience and education integrates all facets of banking, she has focused and excelled especially in the area of lending—commercial, residential and consumer.

The caliber and breadth of her expertise allows her to facilitate her clients’ goals, whether they are a conservative process of wealth preservation, or planning the next steps necessary to reach their dreams or “next stage” life goals. A trusted advisor equipped with analytical know-how and a most personal approach to relationship building, Linda builds strong connections and strong portfolios with equal skill.

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Jennifer L Bradley Private Banking Officer 1301 A Street Tacoma, WA 98402 253-396-6999

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 16 years of expertise to her position in Private Banking. She earned her Bachelor of Arts 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.

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Cheryl L Dorman VP, Private Banking Officer 1301 S A St Ste 700 Tacoma, WA 98402-4205 503-478-1760
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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Scott L McVay Private Banking Officer 1301 A Street Tacoma, WA 98402 253-396-6964

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.

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Cameron Moorehead Private Banking Officer 1301 A Street Tacoma, WA 98402 253-305-1960

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.

Cameron’s most recent position was as a private banker for Wells Fargo’s Wealth Management Group. He holds an MBA from the University of Washington, Tacoma, and earned his Bachelor of Arts from Western Washington University in finance and marketing.Cameron is a member of the Tacoma Sunrise Rotary and is actively involved in his church.

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Nori Roman Private Banking Officer 1301 A Street Tacoma, WA 98402 253-305-0483

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 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.

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Spokane County

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Adam D Jackson Private Banking Officer 505 W Riverside Ave, Ste 100 Spokane, WA 99201 509-590-6474

Adam Jackson is a private banking Relationship Manager in the Spokane area providing customers with new ideas and comprehensive solutions to their financial needs.

In his role, Adam believes strongly in building trusting relationships with each of his clients to understand their needs and point of view. He takes a holistic planning approach to provide the most accurate solutions, and works thoughtfully alongside his team to provide the best expertise.

Adam graduated from Seattle Pacific University with a degree in psychology, enhancing his customer service perspective. Deeply rooted into his community, Adam volunteers with Spokane Hoopfest, and has previously worked with Meals on Wheels, Shriners Hospital, and Vanessa Behan Crisis Nursery.

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Windy L Rudd Private Banking Team Lead 505 W Riverside Ave, Ste 100 Spokane, WA 99201 509-363-8981

Windy Rudd is Vice President, Private Banking Team Leader who operates out of the downtown Spokane office. In her position, Windy leads a dedicated private banking team who serve clients throughout Eastern Washington and the greater Spokane region. Windy first began her banking career in 1991 as a part-time drive-up teller while attending Eastern Washington University.

Windy has a diverse background in retail, business and private banking, with more than 23 years of experience. In her role at Columbia, she focuses on building relationships with clients and providing tailored solutions and financial advice.

Outside of the bank Windy is very active in the Spokane community, currently serving on the board of March of Dimes along with involvement in The National Association of Women Business Owners, Habitat for Humanity, Junior Achievement, Spokane County Medical Society and the Spokane Valley Chamber of Commerce, among others.

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Clark County

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Andrew G McKechnie Private Banking Team Lead 1301 S A St Ste 700 Tacoma, WA 98402-4205 503-478-1740, 1-855-282-6565
Andrew has over 17 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 and 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.
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Cheryl L Dorman VP, Private Banking Officer 1301 S A St Ste 700 Tacoma, WA 98402-4205 503-478-1760
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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Andrew G McKechnie Private Banking Team Lead 1301 S A St Ste 700 Tacoma, WA 98402-4205 503-478-1740, 1-855-282-6565
Andrew has over 17 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 and 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.
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Wealth Management Solutions:  • Private Banking  • Professional Banking  • CB Financial Services1  • Trust and Investment Services2
1 Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFGIS Insurance Agency), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Investments are: • Not FDIC insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.
2 Columbia Bank Trust and Investment Services operates through Columbia Bank, a wholly owned subsidiary of Columbia Banking System. Investments are: • Not a deposit • Not FDIC insured • Not insured by any federal government agency • Not guaranteed by the bank • May go down in value • Consult your attorney as to your applicable situation.

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