About Us
Family Owned Since 1933
Founded in 1933 by John Swanson, JA Swanson Agency has been in the Swanson Family for four generations. Since the very first day we have served multiple needs of our clients, with real estate and insurance. Today we have grown to 7 employees and handle accounting, insurance, land management, payroll, tax preparation and more.
Meet Our Team
Enrolled Agent, Owner
Bjorn Swanson
With a deep understanding of tax advisory and advanced QBO setup, Bjorn continues to lead our team with a focus on delivering tailored solutions to our clients.
Whitefish Office
Officer, Owner
Scott Swanson
Scott is known for his exemplary leadership skills and strategic approach. His dedication and ability to effectively manage complex situations have made him a respected figure in his field.
Pendroy Office
Tax Preparer & Insurance Agent, Owner
RT Snyder Jr.
RT is a seasoned tax preparer and insurance agent, known for his exceptional expertise in navigating complex tax scenarios and providing tailored insurance solutions.
Pendroy Office
Customer Service & Tax Prep
Joann Snoddgrass
Joann skillfully blends her roles as a tax preparer and customer service representative. Her expertise in tax preparation, combined with her exceptional interpersonal skills, ensures a smooth and satisfying experience for every client.
Pendroy Office
Insurance Agent
Jay Grubb
Jay is an adept insurance agent, known for his thorough understanding of diverse insurance products and his commitment to providing tailored solutions for each client's unique needs.
Pendroy Office
Customer Service Representative
Diane Field
Diane is a customer service representative renowned for her exceptional communication skills and empathetic approach. She excels in resolving client inquiries and building strong relationships through her attentive and personable service.
Pendroy Office
CPA & Staff Accountant
Brandi Behne
Brandi is a dedicated accountant, recognized for her meticulous approach to financial reporting and tax preparation. Her expertise in accounting principles and commitment to accuracy make her an invaluable asset to the team.
Whitefish Office - Remote
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Administrative Assistant
Ciana McConnell
Ciana, a Montana native, is known for her effective communication, meticulous organization, and ability to multitask with a calm, friendly demeanor, making her an invaluable asset to the team.
Whitefish Office
Enrolled Agent
Sandra Vasquez
Sandra brings her extensive experience in accounting and a passion for helping businesses thrive. Her expertise not only navigates complex financial landscapes but also fosters growth and stability for businesses she works with.
Whitefish Office
Bookkeeper
Amy Pancoast
With a flair for numbers and a meticulous eye, Amy shines as a bookkeeper. Her unique approach to bookkeeping brings both accuracy and efficiency to the forefront of her work.
Whitefish Office - Remote
Office Assistant
Tara Woldstad
Pendroy Office